To initiate a custom export from the Menu bar:
- Click Form in the Menu Bar. The Form drop-down list appears.
- Select Custom Export from the drop-down list. The Custom Export dialog box appears.
- In the Type field, select the type of export format (the custom export template) from the drop-down list options. (The export types that are available are determined by the configurator.)
- Click OK.
If the process fails, a message displays and a detailed error report subsequently appears.
If the export succeeds, you are prompted by the File Download dialog box to open or save the generated XML file.
Included on the File Download dialog box is the name of the file, which is automatically generated, and the file type (file name extension) as defined by the configurator.