Implementation of Export functionality for Product Database records has been implemented
Introduction
The Mindmatrix platform now supports exporting Product Database records to Excel. This enhancement allows users to download structured data from custom product databases, enabling easier data handling, reporting, and offline analysis.
To use the export functionality:
Navigate to: Manage > Database Record
Ensure the database folder contains at least one record.
The Export to Excel button will only be visible if records exist in the folder.
Initiate the Export
Click on the Export to Excel button available within the product database folder.
Field Selection
The export interface will display all available fields for selection.
Options:
Select All fields
Choose specific fields manually
Note:
Created On and Updated On fields are always included by default.
Fields such as Image, Document, and HTML are excluded from export.
Naming and Arrangement
Provide a file name for the export.
Arrange the selected fields in the desired order.
Preset Configuration
Save the current field selection and arrangement as a preset for future exports.
Enter a preset name (e.g., "Test 2") and click Save Preset.
Presets are folder-specific and do not carry over between different folders.
Export Options
Choose to receive the export file via email.
The export file will be sent to the registered email address of the user.
Click Finish to complete the export process.
Export Status and Download
Once the export is initiated:
A notification popup will appear and it contains the link to navigate to “Export Status page”.
The export job will appear as Processing.
After processing, a Download button will be available.
Click Download to retrieve the exported Excel file.
Using Presets for Faster Exports
Saved presets streamline the export process by pre-selecting fields and their order.
When exporting from the same folder again, simply select the desired preset.
Only the fields associated with that preset will be included in the export.
Presets are unique per folder and not shared across other folders.
Conclusion
The export functionality for Product Database records provides users with an efficient way to extract data for reporting and offline use. It supports customized field selection, ordering, preset saving, and email delivery, all designed to enhance data accessibility and usability.
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