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Export profile

Export profiles allow you to export only the data fields you need. However, it is possible to export when an export profile is not present for that definition when you need to export everything without filtering out unnecessary fields.

In the following example, we create a new export profile for the M.Content definition.

This export profile lets you export the selected content data using the Export to Excel option enabled on the Selection component of the Search page.

Create an export profile

To create an export profile:

  1. On the menu bar, click Manage , then click Export profiles.

  2. On the Export profiles page, click + Export profile.

  3. In the Export profile dialog box, add the following:

    Export profile optionDescription
    NameDefines the name of the new export profile. In this example, ContentProfile.
    DefinitionDefines the definition used for the export profile. In this example, M.Content.
    IsDefaultCheck box to enable the IsDefault flag. In this example, IsDefault is enabled.
    SettingsDefine the choice of Tree, Form, or Text settings. The settings allow you to specify the properties, relations, and system properties, to include in the export.
  4. Click Save.

Tree and Form settings

The Tree and Form settings are as follows:

  • object

    • properties: (array)

      • Content.Name (string)

      • Content.Brief (string)

      • Blog_Title (string)

    • relations: (object)

      • PublicationStatusToContent (object)

        • exportRelatedEntities: false (string)
      • ContentTypeToContent (object)

        • exportRelatedEntities: false (string)
    • includeSystemProperties: true (string)

    • version: 1.1 (string)

Text settings

The text required for the Text settings is as follows:

```json
{
  "properties": [
    "Content.Name",
    "Content.Brief",
    "Blog_Title"
  ],
  "relations": {
    "PublicationStatusToContent": {
      "exportRelatedEntities": false
    },
    "ContentTypeToContent": {
      "exportRelatedEntities": false
    }
  },
  "includeSystemProperties": "true",
  "version": "1.1"
}
```

Edit Content page

On the Search page of the Content menu, we enable the Export to Excel option on the Selection component of the Search page:

  1. On the menu bar, click Manage , then click Pages.

  2. Search for the Content page.

  3. To see the child pages, click View child page(s) .

  4. Click the Search page.

  5. On the Selection component, enable the custom settings by turning the switch to the right.

  6. Click More options and select Edit .

  7. On the General settings tab, turn the Enable export to Excel switch to active.

  8. Click the Export Excel settings tab, then click Add definition.

  9. Add the M.Content definition.

  10. Click + Add export profile.

  11. On the Select items dialog box, select the previously created export profile; in this example, ContentProfile.

  12. Click Select. The dialog box closes.

  13. Click Save and close.

Export

Now, we can export content from the Search page as follows:

  1. On the menu bar, click Content and select Search.

  2. On the Search page, using the filters, select the Blog content type.

  3. Click Show all items and select Export to Excel.

  4. On the Export to excel dialog box:

    • Provide a Filename for the downloaded .xlsx file.
    • Change the Cultures required; this is a multi-select option.
    • Choose whether to use User-friendly column headers; this option uses labels instead of technical member names for column headers. If you enable it, you cannot reimport the file.
    • Choose whether to use User-friendly cell values; this option adds extra columns with user-friendly labels for every value.

  5. Click Export.

  6. Open the .xlsx file, we can see that the properties, relations, and system properties defined in the export profile were successfully exported.

    ididentifierContent.NameContent.BriefBlog_TitlePublicationStatusToContentContentTypeToContentCreatedByCreatedOnModifiedByModifiedOn
    33240dtahzyG3WEabV7UxlsCK9wDeveloping a dietHealthful nutrition helps you develop your dietM.ContentType.Blogdemo_user12021-04-27T09:35:27.7691239ZAdministrator2021-04-27T10:13:35.9914875Z
    32142Content.PowerFromWithinBEKracht komt van binnenuitKracht komt van binnenuitM.ContentType.Blogdemo_user22021-04-27T04:38:54.7837484ZAdministrator2021-04-27T04:38:57.7459487Z
    31974Content.HealthIsHappinessHealth Is HappinessHealth Is HappinessM.ContentType.Blogdemo_user32021-04-27T04:38:10.9706224ZAdministrator2021-04-27T04:38:14.7976202Z
    33236jBV7J2ShiE-Lu7ZRj8NadgNutrition tips blog postNutrition tips blog postM.ContentType.Blogdemo_user42021-04-27T09:35:25.8271610ZAdministrator2021-04-27T09:35:26.5736823Z
    32258Content.HealthyMimosaBlogHealthy Mimosa blogWho wants a mimosa?!M.ContentType.Blogdemo_user52021-04-27T04:39:30.7532130ZAdministrator2021-04-27T04:39:30.8687621Z
    332347v6MO8twxUGtRDLVSZ9bIgHealthy Mimosa blogWho wants a mimosa?!M.ContentType.Blogdemo_user62021-04-27T09:35:24.7070619ZAdministrator2021-04-27T09:35:25.5447944Z
    32119Content.PowerFromWithinPower comes from withinPower comes from withinM.ContentType.Blogdemo_user72021-04-27T04:38:47.6915480ZAdministrator2021-04-27T04:38:52.9834415Z
    32256Content.NutritionTipsBlogPostNutrition tips blog postNutrition tips blog postM.ContentType.Blogdemo_user82021-04-27T04:39:30.3908274ZAdministrator2021-04-27T04:39:30.5252297Z
    32100Content.DevelopingADietDeveloping a dietHealthful nutrition helps you develop your dietM.ContentType.Blogdemo_user92021-04-27T04:38:44.2818256ZAdministrator2021-04-27T04:38:46.5517592Z
Tip

For another example of export profiles, see Exporting users, where we create an export profile to export selected user fields.

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