Export templates

    To improve the export functionality, the option to create export templates has been implemented in version 21.8.0 of Plexus Connect. This functionality allows you to save lists of frequently exported fields as export templates so that they do not have to be selected one by one for each export.

    To create a new export template, open the export panel by clicking the Export button in the top-right part of the action bar, and specify the fields you need to export, like when exporting data. The fields to be exported can be selected both by clicking the checkboxes which appear next to the field names and by using the Select field ( ) icon. The selected fields are automatically marked in the field list and their number is indicated in the Select button in the bottom of the export panel. After field selection, click the Select button, which navigates you to the Export format dropdown menu, where you can choose file format and filename (optional). You can rearrange the order of the fields using drag and drop. Then save the export template by clicking the Save as template button and specify its name in the edit box.

    When more export templates are needed, they can be created and saved one by one by following the procedure described above.

    Templates which have been prepared beforehand can readily be accessed by clicking the Templates button on the export panel. A template can be renamed by clicking its name – a text box appears where you can change the template name.

    The template which you want to use can be selected from the list of available templates and loaded by clicking the Load template button. When you load an export template, a list of all fields belonging to the current datatree appears and the fields contained in the template are automatically checked. You can then check/uncheck any fields you wish and confirm your choice by clicking the Select button. Finally, you can save your selection as a new template, or proceed exporting your data by clicking the Export button.

    In order to delete a template, open the export panel and load your list of templates by clicking the Templates button. Select the template you want to delete, click the X icon in the upper-right corner and confirm the deletion.