Export Records to Text Docs

[Andrew C]

Hi,

I’m considering moving call records to TapForms, but looking forward, if I want to shift them out again, I’d need the ability to export to individual text docs – there doesn’t seem to be a way to do this simply. Is this a feature request, or is there something I’m missing?

Thanks,
Andrew

[Sam Moffatt]

By default the export defaults to exporting all records in a form but if you have a saved search you can use that to limit the scope. A method would be to create a check mark field that flags a record for export and then a saved search on that field. Then with that saved search selected, you can use File > Export > Records to get a CSV/XLSX with just those records (or a single one).

You could write a form script to put data onto the pasteboard in what format you want. A little more effort but more flexible. If you have a web service, you can send the data to a web service via POST request. If you ran a local server, you could use that to write locally.

[Andrew C]

Thanks, Sam!

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