Export list (Workplace XT)

You can export items from any Workplace XT list view to a comma-separated delimited file that can be imported into another application, such as Microsoft® Excel. For example, a list view can be search results or contents of a folder. You might use this feature if you have related documents stored in a folder and want to compile the list in a single file, and then send it on to someone else.

Information in each column of a list is transferred during the export, where you can save and process it in an application, such as Excel. Prior to exporting, you can select additional properties to include in the exported file, such as a document's ID or the object store in which a document resides.

NOTE  Exported information is encoded in UTF-8 format. Some applications cannot directly open UTF-8 data if non-English characters are used. For these applications, you might need to save the information to a file to ensure all of the characters can be viewed correctly. For example, if you want to view the items in Excel, you must first save the information to a file, and then open the file in Excel using the Import Text wizard to import the information.

You can access this feature from the Actions button when a list view is available from the browse or search pages. For example, from the browse page, the list view is available after opening an item in the tree view; from the search page, the list view is available after executing a search. This feature is not available if the list view has no results, such as an empty folder or a search with no results.

To export a list to a file

  1. From Actions, click Export List.
  2. Choose one of the following options:
  3. Select additional properties you want to add to the exported file.
  4. Click Export.
  5. Type the location and name of the exported file.