This documentation supports the 21.02 version of BMC Helix Innovation Studio.

To view an earlier version, select the version from the Product version menu.

Exporting custom record data from your application

As an administrator, you can use the Data Management Console to export the Foundation data and custom record data in bulk from your BMC Helix Innovation Studio application.

During data export, Data Management Console enables you to select data from records and associated records, filter the data that you want to export, and preview the list of data before exporting the custom records to your local machine.  

To export the custom record data

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab. 
  2. Click the Data Management Console application. 

  3. Click Visit Deployed Application.
  4. On the Export tab, click New Export.

  5. On the Export Data page, enter the information for the following fields:

    FieldDescription
    NameSpecify the name of the export request.
    DescriptionProvide a description.
    Add Definition and related filtersClick to add the record definition you want to include in the export. You can include multiple record definitions.
    Record/AssociationSelect whether this item is a record or an association.
    Select DefinitionChoose the record definition or record association you want to include in the export.
    Select FieldsSelect the fields of the record definition that you want to include in the export. This option is available only if you select the Record check box.

    Notes:

    • Make sure that you select all the required fields from the record definition.
    • The export behavior is different for each type of field. The following list classifies the export behavior of the fields:
      • The confidential data field is exported only if the functional role has access to the confidential data.
      • Attachment, Boolean, Date, Date/Time, Decimal, Floating, Integer, Text, Time, Selection fields are exported as is.
    Data FiltersYou can apply a filter to include only specific data in the export. Click the Click to build an expression link to provide the expression used to filter the data.
    PreviewSelect to preview the custom data that will be included in the export.
  6. Click Save.





To download the export data

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab. 
  2. Click the Data Management Console application. 

  3. Click Visit Deployed Application.
  4. On the Export tab, select the export request from the list.
  5. Click Export Data and click the  icon.

The exported data is downloaded as a ZIP file. 

The Status column on the Export tab, displays the status of the exported data. You can view the status message by clicking the  icon from the Status Message column. 

The following image displays the status of the exported data:

Where to go from here

Importing custom record data into your application

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