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Export Records and Links

When you export records, only existing links to successor records are exported with the records. If a relationship family includes fields, any links between records that use that relationship family will not be exported. When the records and links are exported, one file will be created for each family for which you exported records.

Steps

  1. Access the Export page.
  2. In the Available Items section, perform the following:
    1. In the Select metadata type box, select the Records and Links from the drop-down list.

      2. The Select a query from the catalog window appears displaying the Catalog folder structure.

    2. Navigate to the folder that contains the query and then select Open.

      Only the following queries are supported:

      • Query with two related entity families, joined in the query using the relationship family.

      • Query with one entity family only.

      3. The selected query appears in the Available Items section. It also displays the following information in that query.

      • The Primary Family, its fields and Action
      • The Predecessor Family, its fields and the action associated with it.
      • The Successor Family, its fields and the action associated with it.
    3. Select Move all items.

      4. All the metadata that you want to export appear in Selected Items section. You can select the next metadata type that you want to export in the Available Items section.

      Note: If you want to remove the selections from the Selected Items list, then select the check box of the items and select Remove the selected item button. The items removed will appear in the Select metadata type box of the Available Items section.

  3. In the File Name text box, provide the name of the file and then select the file type from the File Type drop-down list box.
  4. Select Start Export.

Results

Related Information

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