Create an export set from a list

You can quickly create an export set from a list.

Before you begin

Role required: export_set_admin

Procedure

  1. Navigate to a list of records.
  2. Right-click on the list header and select Export > Export Set.
    The Export Set form appears. An export definition is created automatically based on the list.
  3. Configure the export set as needed.
  4. Click Submit.