Exporting data using Export XML

For this functionality to be available, the feature Web and XML publishing must be selected in the System Options Features page

  1. Search for the data you want to export
  2. Tag each item you want to export - only necessary if you want to export more than the currently selected item
  3. Right-click and select Send To - Export XML.

    A dialogue box appears.

  4. Complete the following details:
    • Filename - the name of the file and where the exported data will be saved.

      By default, this is in your Content Manager folder.

    • Encoding - select the method of encoding you want to apply to the exported data
    • Item Depth - use to determine the number of contained records that the function will export.

      This field is limited to a depth of 5.

      NOTE: Item depth sets the level of recursion. When you export a record and it has a related record, you can either export the display data of the relationship (i.e. the record number) or the whole related record. If that record has further relationships, the same applies. The level sets how deep we will go for exporting the whole object, rather than just the display data. If you set it to level 1, the display data will be used at the first level of the export, i.e. no related records will be exported. If you set it to level 2, the display data will be used at the second level, i.e. the related record is exported for the first level as an object, but it in turn will use the display data for its related records. Essentially, 1 exports one level of objects, 2 exports two levels of objects etc.

    • If Electronic Documents are Found - options for the attached electronic documents:
      • Don't Export them
      • Export them as Separate Files
      • Embed them in XML
    • Indent for tags for readability - use to indent the tags
  5. Click OK