Export Data Node
- Former user (Deleted)
- Phil Holtz
- Olivia Miller
- Brian Banet
The Note node is available in GlobalCapture and GlobalAction.
Use the Export Data Node to export document indexing data from a Workflow and send it either to a CSV (Comma-Separated Value) file or SQL database. The Node can make a CSV file of a document’s Index Field data (including table data and system data) and place that file in a specified directory, or it can export to an existing SQL database. Either choice allows users to export data that could then be shared with third-party business applications.
Node Properties
Title
Add a title for this node. Titles are useful when reading the history in the history of a workflow for easier understanding of the overall process.
Description
Provide a synopsis of what this node is doing, or make note of any important details. This is useful for providing additional information such as workflow details and use case information. A good description is helpful when returning to modify the workflow in the future.
Export type: CSV
Export to CSV is only available for On Premise versions of GlobalCapture and GlobalAction.
When the CSV Export type is selected, several configurable options appear.
Export Path: The location of the CSV file to release document to. This must include the name of the csv file.
Example: C:\GlobalCaptureExport\UpdateNorthwindDB.csv
Include Column Headers: Selecting Include Column Headers includes the Index Field name as a column header in the CSV export.
Append to Existing: Selecting Append to Existing adds the data to the existing CSV file in the Export To location. If not enabled, a new field is created each time and will be given a unique name by added (#) to the end of the file name.
Include Process Fields: When enabled, any process fields that have been added to the workflow will be added to the CSV file when the data export is completed.
Export type: SQL
When the SQL Export type is selected, several configurable options appear.
Connection String: This is the connection to the SQL Server and database where the data will be exported to.
Include Process Fields: When enabled, any process fields that have been added to the workflow will be added to the CSV file when the data export is completed.
Use Cases
Exporting data to a CSV File
The Export Data node is configured in a GlobalAction workflow to create a CSV file and to append to the existing CSV file instead of creating a new one. This is useful for having an automated process that leverages the collected data to be used for other applications that use a CSV file format. By selecting append to existing, new data can be appended to the existing CSV file instead of creating new ones.