Can someone explain how I would limit an export to only pull in the information for the 300 accounts on my data provider? I’m using the company name as the key and in return am trying to export the IDs.
Answer
Export Scenario: Export specific records only
Best answer by WillieGrothman61
Can you create a generic inquiry that only displays the 300 customers you want to export? If so, you could just export that list to excel without the export scenario. Or use it as the Screen Name in your export scenario.
Another idea would be to create a checkbox User Defined field called “Export” and use that as a source restriction.
It would also be helpful if you posted a screenshot of your export scenario.
Can you create a generic inquiry that only displays the 300 customers you want to export? If so, you could just export that list to excel without the export scenario. Or use it as the Screen Name in your export scenario.
Another idea would be to create a checkbox User Defined field called “Export” and use that as a source restriction.
It would also be helpful if you posted a screenshot of your export scenario.
Willie Grothman // i-Tech Support // ERP Client Support Consultant
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