Any user role can export form data in a variety of formats.

Export formats include:
  • PDF (Portrait)
  • PDF (Landscape)
  • XML (This Record)
Export an individual record from a form by right-clicking a form header bar and selecting the export type.
Figure 1. Export from form
Note: When exporting PDF data from a form, any field that is turned off by UI scripts (UI policies, UI actions, client scripts) and any fields that are visible from the current View management, are exported. However, when exporting XML data, all of the fields are exported, regardless of the view. You cannot export records to CSV or Excel from a form.

PDF forms are generated only for forms that are submitted. Forms that aren’t submitted generate an empty page.

When exporting to XML, a dialog box may prompt you to save the file, or the browser may automatically save the XML file to the downloads folder specified in the browser preferences.