Save an Export (Create Lists)

The criteria for exporting information from a file can be saved to apply to another list.

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Saving an export

When you have a list selected, the button will bring up this window where you can designate the fields you want exported

Open

Once you have designated the settings for your export, click the button:

Open

You will have to enter the name you want to use for your export. Start the name with your library’s code and your name. Also include the date in the name. This will help us to keep the list of saved exports from getting too cluttered.

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Saved Exports Tab

The exports you save can be found in the Saved Exports tab on the menu in the left column:

The exports are listed at the bottom of the screen. Sort them by name by clicking on “Export Name”

Select the Export Name to display the fields to be exported. Here you can edit the export, or change it’s name by saving a copy with a new name.

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Using a saved export

To use a saved export, select the file in Create Lists and click

Then click the button

You will get the Retrieve Export screen. Click Export Name to sort them, select your export, and click Select.

This will apply the export to your list.

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