Export Data writes form records into spreadsheet files, either one file per form or a single workbook with one sheet per form.
Open Data Processing, then select Export Data.
Before You Export
- Decide the range before exporting: exporting a whole form can produce a large file
- Choose the file generation mode when several forms are exported together: separate files, or one workbook with one sheet per form
- Large exports run as background tasks and deliver their result to the file bag
Export Records
- Select one or more target forms
- Set the export range of each form: all data, or a condition. The range dialog also supports a keyword filter
- Choose the file generation mode and whether the record ID is included
- Choose Export. Small exports download immediately; larger ones are submitted as a task whose result is delivered to the file bag
- Read the result step: it reports how many data objects and records were exported, and names the generated file
Verify The Export
- Read the result step: it lists each data object, the matching record count, and the field count
- When the export was submitted as a task, open the file from the file bag and check the status in Task Records
- Open the workbook and confirm the columns and the record count match the range you configured
Export Settings
| Setting | Description |
|---|
| Target forms | One or more forms to export; multiple forms can be exported together |
| Range | All data, or a condition per form |
| Keyword | Filters records by keyword inside the selected range |
| File generation mode | Separate files, or one workbook with one sheet per form |
| Include record ID | Adds the record ID column to the exported data |
Result
| Column | Description |
|---|
| Data object | Exported form |
| API name | API name of the form |
| Matching records | Number of records the range matched |
| Fields | Number of fields in the export |
| Updated at | Time the export was generated |
Troubleshooting
| Symptom | What to check |
|---|
| "No records to export" | Widen the range or clear the keyword filter; the condition may match nothing |
| The file does not download immediately | Large exports are submitted as tasks and delivered to the file bag |
| The record ID column is missing | Enable Include record ID before exporting |
| Sheets are hard to tell apart | Use separate files instead of one workbook, or export fewer forms at a time |