Navigate to the Export Format editor by selecting Configure > Input / Output > Export Format from the Navigation Panel.
Select the editor and format you want to view/adjust, from the Editor and Format drop-down lists.
The Export Format editor presents the following fields:
- Editor - Enables you to select the editor where the format will be available. Currently, you have two options; Agent and Contact.
- Format - Enables you to select the required format for the selected editor.
- Format Details:
- Format Id: The unique export format ID
- Name: The name of the export format
- Description: The description of the export format
- Delimiter: The delimiter for export format
- Line Break: The line break style
- Sort By Field: Defines how the results should be arranged in the export file.
- Sort Order: Sets the sort results in Ascending or Descending.
- Add Quotes To: Specifies which fields should be placed in quotes
- Print Header: Indicates whether a header row is included in the export file.
- Column Mapping Details:
- ID: The mapping ID
- Field: The mapped field which represents a column in your export file.
- Header: The header name assigned to the column.
- Date Format: The date format applied to a field if any.
- Number Format: The number format applied to a field.
- Time Zone: The time zone which applies on date or time fields.
- Fixed Width Size: The fixed width size of the field if any.
- Padding Chars: The number of padding characters if Fixed Width Size is configured.
- Alignment: The alignment style of the column in the export file.
- Order: The number which specifies the order of the column in the export file.
The Export Format editor presents the following buttons:
- Add Mapping: Creates a new mapping column. For more information, see Add Mapping.
- Delete Mapping: Deletes the selected column mapping. For more information, see Delete Mapping.
- Copy Format: Copies the selected format.
- Add New Format: Creates a new format. For more information, see Create a New Export Format.
- Delete Format: Deletes the selected format. For more information, see Delete an Export Format.
- Save Format: Saves updates on the selected format.
- Cancel: Discards the changes.