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  3. Can I export a request?

Can I export a request?

Absolutely. There are two places from which you can export a request:

From the request dashboard

Open the actions menu on the request you’d like to export by clicking the 3 dot icon in the top right corner of the request. It looks like this:

From there, you’ll see the following drop-down:

Now, simply click Export and you’ll be provided with the below pop-up:

At this stage, you’ll be able to select an output format from the drop-down menu, manage your export options and begin exporting your request.

When viewing a request

If you hover over a published request, it will display a button reading View Request or Review Request, depending on its status. Regardless of which one you see, by clicking said button, you will then be able to access the request.

From this point, again, based on the status of your request, you’ll see one of the following options in the top right-hand corner of the page:

If you’re seeing the first option, all you need to do is click Export Request and the pop-up will appear.

If you’re seeing the second option, next to the Approve All Submitted button, click the 3 dot icon and select Export Request from the drop-down to see the pop-up enabling you to begin your download.

Here are the current output formats available to you:

It’s also worth noting that you can copy out individual fields (including image fields) when viewing a request. Simply click the Copy to clipboard icon (the two overlapping pages) on the right-hand side of the field. 

For files and images, you can also download them individually using the download icon in the bottom right corner (the first of the two you can see below), which will appear as you hover over them.

Note: At present, you can only export requests that have been published. Draft requests cannot be exported and archived requests will need to be restored before becoming eligible for export.

Updated on September 26, 2020

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