Export Data to CSV/JSON Event Setup

Configure Export Data Event to CSV

To set up an "Export Data to CSV" event:

1. Title: Enter the title for the export event.
2. Description: Provide a description for the export event.
3. Source Table: Select the source table configuration.
4. Menu: Choose the menu containing the source table.
5. Window: Select the window within the menu.
6. Fields: Specify the fields to include in the CSV.
7. File Extension: Set the file extension to CSV.

Steps:

1. Alice Johnson is setting up an "Export Data to CSV" event.
2. Enter the following details:
   • Title: Export User Data
   • Description: Exporting user data to CSV
3. Select the source table configuration:
   • Source Table: Dynamic Table
   • Menu: Parameters And Unifications
   • Window: Third-Party Integrations
4. Choose the fields for CSV:
   • Fields: Column
5. Select the file extension:
   • File Extension: CSV
6. Save the configuration.

Outcome: The Export Data event will be configured with the specified title, description, source table, menu, window, fields, and file extension.

Configure Export Data Event to JSON

To set up an "Export Data to JSON" event:

1. Title: Enter the title for the export event.
2. Description: Provide a description for the export event.
3. Source Table: Select the source table configuration.
4. Menu: Choose the menu containing the source table.
5. Window: Select the window within the menu.
6. Fields: Specify the fields to include in the JSON.
7. File Extension: Set the file extension to JSON.

Steps:

1. Alice Johnson is setting up an "Export Data to JSON" event.
2. Enter the following details:
   • Title: Export Configuration Data
   • Description: Exporting configuration data to JSON
3. Select the source table configuration:
   • Source Table: Static Table
   • Menu: Configuration Settings
   • Window: Main Dashboard
4. Choose the fields for JSON:
   • Fields: Config Column
5. Select the file extension:
   • File Extension: JSON
6. Save the configuration.

Outcome: The Export Data event will be configured with the specified title, description, source table, menu, window, fields, and file extension.

Validate Export Data Configuration

To validate the Export Data configuration:

1. Action: Review the configured details.

Expected Outcome:

• Alice Johnson should see the configured values for:
  • Title
  • Description
  • Source Table
  • Menu
  • Window
  • Fields
  • File Extension

Trigger Export Data Event

To trigger the Export Data event:

1. Action: Ensure the trigger conditions are met (e.g., user clicks the export button).

Expected Outcome:

• The system should export the data to the configured file format (CSV or JSON) with the specified settings.