Sometimes there is a need to use Rukovoditel data outside the system - to work with other services or to transfer data.

Use the built-in export tool, and in a couple of clicks upload the data to an XML file of the desired format. Data can be exported in two ways: manually and automatically.

Where to start?

You can export data from any entity in the application. To do this, you need to create and configure a special template. Go to the "Extension-Templates-XML Export" menu.

On the General Info n tab, select the entity to export. You can create several different templates for a single entity. To manually export data, specify the "Button Position" option.

Access configuration

On the Access tab, configure access for users who can use manual export. Access can be configured for a group or for a specific user.

If you allow public access, the export will be available through a special link that appears in the list of templates. This way, a third-party app can automatically get data from a public link from your app.

Create template

On the Template tab, you create an XML template for exporting data. In the template body, you must prepare the XML code for a single entry. Use [field ID] to set the field value in the template.

Note: if the field value contains HTML tags or specials. characters, use the following format:

<![CDATA[ [ID поля] ]]>

Export images

To export images from attachments, use the following format:

{#157:<Image url="157_value" />}

157 - field id.
157_value - will be auto replaced by filename.

Note: on the attachment settings page, you must allow access for public attachments.

Example of an exported file:

Filters

By default, all records are exported. By clicking on the "Filters" link in the template list, you can configure which records you want to export.