To create a new Export format:
- Click Add New Format from the bottom menu.
- Select the required editor from the Editor drop-down list. Currently, you have two options; Agent and Contact.
- Each format is represented by a unique Format Id once it is created.
- Enter the Name of the format. This Name is used to refer to the export format throughout the configuration manager.
- Enter the Description to provide additional information about the export format.
- Select the desired field delimiter from the Delimiter drop-down menu.
- Select the line break style from the Line Break drop-down menu.
- Select Sort By Field from the drop-down list. This defines how the results should be arranged in the export file.
- Select Sort Order from the drop-down list to set the results in Ascending or Descending.
- Select Add Quotes To from the drop-down list. You can use this option to specify if no fields, all fields, or only those containing the delimiter should be placed in quotes.
- Select the Print Header checkbox if you want to include a header row in the export file.
- Add the mapping to the format. For more information, see Add Mapping.
- Click Save Format to create a new export format.