In SimpleOne, you can export lists into Excel and JSON formats for the sake of further deploying data on other instances.
To export a list, please complete the steps below:
- Navigate to the list you need to export.
(Optional) Customize it using the List Layout in the hamburger menu
or the Personal list layout to have just the needed set of columns displayed in the preferred order. In contrast to the Personal list layout, you need to have admin privileges to customize the List Layout. - Filter out a list with Condition Builder if necessary.
- Right-click on one of the column headings to call the context menu
- Select Export to Excel or Export to JSON in the context menu.
After that, the file will be downloaded to your computer.
For data consistency purposes
Please note that if you export data from a dictionary, do this with the relevant list view. If an exported dictionary list view contains an incomplete column set, the final data may be inconsistent after importing on a target instance.
Excel and JSON types of files have different data structures that they return.
For example, Export to JSON downloads all values of the Reference type, including IDs by default.
To export fields of the Reference type to Excel correctly, the ID should be shown in order to be exported. These values can be displayed on the list view with Dot-walking. For example:
- To export reference values of the Caller field, add the Caller → ID field on the list view.
Export data format (JSON)
Here you can find an example of the record exported in JSON format.
