To export an integration template:
- Display the toolbar with the Export button using the table below.
- Click the Export Template button and choose CSV.
- Save the CSV file to your local drive.
To display the toolbar for this: | Do this: |
|---|---|
A business process at the company level | Select the name of the BP wherever it resides in the Navigator: in the Company Logs node, the General log node, or Data Manager log node. |
A business process at the project/shell level | Select the name of the BP wherever it resides in the Navigator: in the Project Logs node, the Information > General log node, or the Data Manager log node. |
An asset class | In the Asset Manager node of the Navigator, select the asset class. |
A planning item | In the Planning Manager node of the Navigator, select the planning item. |
A class for a code-and-record-based configurable manager | In the [Manager] node of the Navigator, select the class. |