Export the contents of the trolley
General
This feature allows you to collect attachments along with their archival information (i.e., metadata) from drawings, models, or documents and export them as a compressed ZIP file.
When you extract the ZIP file, a Personal_Trolley.xls file is created alongside a folder named FILES, which contains the actual attachments if you chose to include them in the export.
This feature is more versatile than the Tools > List function.
Export Trolley Contents
(1) If needed, select Select Entire Trolley.
(2) Choose the objects to be exported.
(3) Select Trolley > Export.
Flow will open a dialog window titled Export Trolley Contents.
(4) Choose the file format for archival information:
XLS (Excel) = Excel-format file.
XML = XML-format file.
CSV = CSV-format file.
HTML = File format used by web browsers.
ERP (CSV) = CSV file adapted for ERP (Enterprise Resource Planning) systems.
Fixed-length = Text file with fixed-length fields.
No archival data = Only attachments will be exported, without metadata.
(5) Select or deselect additional options:
Export the main file (e.g., a Vertex model or Word document).
Export viewing files (usually a PDF file).
Export alternative file formats – Choose one or more alternative file formats.
Reserve (Documents only) – This option reserves objects in Flow, preventing others from modifying them. Useful when exporting attachments for editing in environments where Flow is unavailable, such as meetings.
Export item structures – Relevant only if items are listed. If enabled, each item's first structure level is saved in a separate XLS file. If multiple files are created, they will be compressed into a ZIP file.
Fields to be exported – By default, all essential attribute fields are exported. To limit them, use the Fields to be exported menu.
Always compress – Attachments are compressed even if there is only one. Multiple files are always compressed regardless of this setting.
Send export results as a message.
(6) Select the Export function.
Flow will create a ZIP file and display it on the desktop.
(7) Download the file by clicking the link filename.zip.
The file will be saved in the browser's download section.
Administrator Functions
Administrator Functions
The administrator can add exportable fields and create new lists in the portal.
You can create as many different export lists as needed.
(1) Select Portal.
(2) Navigate to System Administrations > Miscellaneous > Attribute Values.
(3) Click New.
(4) In the Attribute field, enter the value EXPORT_COLUMNS.
(5) In the Description field, enter a description for the list.
This description will be visible in the user interface menu.
(6) In the Value field, enter the names of the fields you want to export.
You can find the field names using the Edit Object Card function.
Separate the field names with a vertical bar (|).
(7) In the Order field, define the order in which the list will appear in the user interface.
(8) Save the attributes by clicking Save.
