Add a Data Export

About this task

Icon for the Data Export activity

Use the Data Export activity in workflows requiring the export of app data.

Procedure

  1. In the Workflow Canvas, open the Project tab.
  2. Select the Workflow dropdown. The Workflow Designer opens.
  3. Open the Activities tab.
  4. Drag the Data Export workflow activity onto the Workflow Designer.
  5. In the Properties panel, enter a name for the activity in the Display Text field. The name appears on the icon in the workflow.
  6. In the Service menu, select the appropriate form from the rules created in the Data Connection Rules page.
    Tip: Select Add next to the dropdown to create a Data Connection rule. For details, see Creating a Data Export rule.