When you select a one-to-many field, the Export criteria screen appears.
In the Number to export field, enter the number of records to export for the node or group that contains the field. For example, if you select Email address from the Email Addresses node, you can enter the number of email addresses to export for each contact.
The number to export applies to all fields in the node. For example, if you also select Information source from the Email Addresses node, the program will export the same number of information sources as email addresses.
When you add another field to the same node in the Selected fields and criteria pane of the New Export Definition screen, the Export criteria screen does not appear again. To access the screen for that node, from the New Export Definition screen, right click the node and select Edit Filter.
For an example about how to use export definitions criteria to filter results, see Filter Export Definition Criteria Example.
Under Sort, in the Order by field, select which field to sort records by in their column of the export. Then select whether to sort in ascending or descending order. For example, if you sort by "Email type," the addresses appear in A-to-Z or Z-to-A order by email type.
Note: This option sorts the one-to-many records for a line in the export output and not the all the lines in the output.
To add filters to the fields, under Filter, select Selected <node name>.
Drag a filter field to the Include records where pane. The Apply Criteria screen appears.
From the Apply Criteria screen, select how to apply the criteria. For example, you can select “Less Than.”
From Value, enter the values for the criteria. For example, to apply criteria to Gift amount, where you selected “Less Than,” you can enter “1000.” The export definition will filter to include gift amounts less than $1,000.00.
Click OK. You return to the Export criteria screen.
If you add multiple filter fields, you can use the combining operator buttons to combine filtering criteria to narrow your results. For example, you can combine Amount is less than $1000 AND Date is this month.
Click OK. You return to the New Export Definition screen.
Click Save. You return to the Export Definitions page.