SS> Maintenance > Export Collection

Export Collection

 

Summary

 

The Export Collection tool is used to create a collection of export configurations in order to allow organizations to streamline the data export process. By using a collection of export configurations, users can select a single collection during the Export step of a batch process to generate all the required export configurations rather than returning to the Export step multiple times for multiple exports.

 

Step by Step

 

1     View the existing collections. 

 

  • Open the Export Collection Selection window (SS> Maintenance> Export Collection).
  • The Export Collection Selection window displays all of the export collections that have been created in the application.
  • Enter information into the fields in the Search Criteria section and click the Search button to locate a specific export collection.
  • Select a collection and click DELETE to delete the selected record.
  • Select a collection and click EDIT to maintain the selected record.
  • Click CREATE to create a new export collection. This will open the Export Collection Maintenance screen.

 

2     Create or modify an export collection. 

 

  • The Export Collection Maintenance screen is used to create a new export collection.
  • Enter a Name for the new export collection.
  • Select a Definition from the drop-down list. This will determine where the export collection will be used and what is displayed in the Available Configurations section to the right.
    • Export configurations are created and maintained on the Export Configuration Maintenance window (SS> Maintenance> Export Configuration). Click here for information on Export Configuration Maintenance.
    • Only those export configurations with the Include in Collection toggle marked will be available to add to an export collection.
    • Only one instance of an export configuration can be added to a collection.
  • Check the Default toggle to save the new collection as the default export collection.
    • Only one export collection can be marked as Default.
  • Click ADD CONFIGURATIONS to open the Export Configuration Selection screen.
    • Select each configuration you would like to add to the collection and click the Select button .
    • Every export configuration added to the Configurations section will be printed when the export collection is selected on a batch export step.
    • To remove an export configuration from the Configurations section, select the configuration and click REMOVE.
  • Click the Save button to save the export collection.