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. Perform the appropriate action for the list version.
    VersionAction
    List v2 Right-click the list header and select Export > Export Set.
    List v3 Open the list title menu and click Export, and then click 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.