The Export link will appear in the More menu at the top of the Grid if “Enable export” was specified on the first page of the Grid Wizard and the grid displays at least 1 parent record. Click the Export link (or use the Ctrl + E keyboard shortcut) to open the Export widget.
The Export widget provides the following options:
Format
- XLS – sheet per object – this will export in XLS format, with 1 sheet per selected object
- CSV – this will export in CSV format (note, currently only parent records of a grid can be exported in CSV format)
Records
- This page – all records – this will export the grid data on the current page
- This page – selected records – this will export the selected parent records and their child records
- All pages – all records – this will export all grid data (a maximum of 5,000 parent records and 5,000 child records)
Objects
- Checkboxes will appear next to the names of each object configured on the grid. Parent objects cannot be unselected. Child objects can be exported if XLS – sheet per object was chosen for the export Format.
- Cross-referenced child objects that are setup through a lookup field on page 2 of the Grid Wizard are not supported and won’t appear for selection.
- When in Edit mode, only saved records will be exported. If there are many records on a grid, or many fields on the grid, the amount of time to prepare the data for export can vary. If an error occurs while you try to export, try filtering your grid so it contains less data.
