Add Export Processes

The export process helps you extract data from the program to use in other applications. For example, you may want to export data to send to a mailing house to update addresses. Once you create an export process, you can edit and reuse it as you update your data. When you add an export process, you assign it a name and description and specify the records to export. You can export the output from ad-hoc or smart queries, or a selection of records. When you export a selection, you also identify an export definition so the program knows the output fields to include in the file.

The table below explains the items on the Add export process screen. For information about how to access this screen, see Add Export Processes.

Screen Item	Description
Name	Enter a unique name to help identify the export process. For example, for an export of constituents who are married, enter “Married constituents”. You can enter up to 100 characters in this field.
Description	Enter a more detailed description of what data is included in the export. For example, “All constituents with a Marital status of Married”. You can enter up to 255 characters in this field.
Site	Select the site that uses this process. If the process is available to users associated with any site, select “All sites.”
Export type	Select whether to export the output of an ad-hoc query, a smart query instance, or an export definition. An ad-hoc query is a tool that enables you to select, group, and list records that meet a set of conditions you define. It provides access to all of your data and helps you answer specific organizational questions. A smart query is a tool that enables you to use a previously defined query, known as a definition, to generate an instance of the results for parameters you specify. They are typically created to perform complex calculations that use business logic. The program includes a number of default definitions, but users who are familiar with the organization's data model can use ad-hoc query within the program to create them. Also, Infinity SDK software developers can create them and add them to your database. An export definition defines the fields to export. When you use this export type, you first specify a selection of records to export and then the export definition to determine the fields to include in the output.
Ad-hoc query	If, in the Export type field, you select “Ad-hoc query,” this field appears. Select the magnifying glass and use the Ad-hoc Query Search screen to search for the query to use. If necessary, you can add the query from the Ad-hoc Query Search screen. To update the selected ad-hoc query, select Edit query. The Query screen appears so you can update the query as necessary.
Smart query instance	If, in the Export type field, you select “Smart query instance,” this field appears. Select the magnifying glass and use the Smart Query Instance Search screen to search for the query to use. If necessary, you can add the query from the Smart Query Instance Search screen. To update the selected ad-hoc query, select Edit query. The Query screen appears so you can update the query as necessary.
Selection	If, in the Export type field, you select "Export definition, " this field appears. Select the magnifying glass and use the Selection Search screen to search for a selection to export.
Export definition	If, in the Export type field, you select "Export definition," this field appears. After you specify the selection to export, select the magnifying glass and use the Export Definition Search Form to search for the export definition to determine the fields to use in the output for the selection of records you specified. To update the selected export definition, select Edit export definition. The Query screen appears so you can update the definition as necessary.