ROXORITY ExportZen Product Documentation (Copyright © 2008-2009 ROXORITY.com Ltd. All rights reserved.)

Export Action Definition Settings

Menu Caption

Specify the caption for this CSV export action to be shown in the Actions menu of the Lists specified below.

Menu Description

Specify the description for this CSV export action to be shown in the Actions menu of the Lists specified below.

Use in Lists of type

Optionally select a List base type to make this CSV export action available only to specific types of Lists.

...or use only in this List:

Optionally restrict in which Lists this export action will be available. Specify per List either its Title (eg. 'Shared Documents') or the internal unique ID. Use ;# to delimit multiple entries.

...but only ever for these Views:

Optionally restrict in which Views this export action will be available. Specify per View either its Title (eg. 'All Items'), its page file name (eg. 'AllItems', 'AllItems.aspx') or the internal unique ID. Use ;# to delimit multiple entries.

Export Columns

From the List base type selected above, specify the Columns (one per line) to include in that order in CSV data files generated by this export action. (To rename a Column in the exported CSV, enter the List Column name, followed by a colon (:) and the CSV column name.) You may also enter Column names not listed above if you are sure those Columns will be available in the Export List.

Store all item version history in separate column

Optional: if you'd like ExportZen to append an additional column recording all version history per item (only for the Columns specified above, in a simple plain-text format), specify your preferred name for this CSV column here. Leave blank to not append a version history column.

Store item version history in separate rows, one per version

Instead of keeping all version history in a single column, you can export each version in the history to its own row. These versions will appear underneath the data item row, in descending sort order, and in this case you'll need a separate CSV column to denote the version number of each history record. You need to enter its name above if you choose to tick this check-box option.

Export Current View

If ticked, this export action only ever exports items included in the currently displayed List View, applying its default sortings and filters; otherwise, all List items are exported, unfiltered and in their original sort order.

Respect Currently Applied Filters (FilterZen only)

If ticked, this export action only ever exports items included in the filtering currently applied to the applicable List View. (Only supports filters supplied by a currently connected FilterZen Filter Web Part.)

Use semicolons instead of commas

Not recommended unless you and your users intend to only ever open these CSV exports in Microsoft Office Excel and Excel displays all comma-separated column values in a single cell (some Excel versions do that, some don't). If ticked, un-tick the Apply UNIX-style escaping check-box option below:

Apply UNIX-style escaping

If un-ticked, ExportZen generates CSV data files using escaping patterns (for critical characters such as commas, line-breaks and quotes) that software written for Windows or Office is more likely to read flawlessly. Tick this check box to generate CSV data files using UNIX-style escaping patterns instead (only recommended if you get errors while feeding your exported CSV data files to other, non-Office software).

Export locale

This setting controls how numbers and dates are represented in this export. For example, dates may be stored in an US format (due to your SharePoint installation) but your export consumers may use a different-locale version of Excel (such as for example German), which would then mis-read and mis-represent factually-correct, but US-formatted date values. Keep the default choice to start with and experiment as needed if results do not meet expectations.

Export encoding

Only if your exports contain international characters that don't look as expected in external software importing this export should you start experimenting with different export encodings. The Unicode / UTF encodings are the recommended choices to test before trying other encodings. Keep this set to Default unless your exported contents are not decoded correctly by external software that needs to consume this export in production.

Prepend UTF-8 byte order mark

Only tick this option if you selected the UTF-8 encoding above and your exported contents are not decoded correctly by the external software that needs to consume this export in production. Recommended for opening UTF-8 exports in Excel.


ROXORITY ExportZen Product Documentation (Copyright © 2008-2009 ROXORITY.com Ltd. All rights reserved.)