Export To

The Export To interaction exports a data table's or pivot table's records to a downloadable file.

Overview

This interaction is available on the Avonni Data Table and the Avonni Pivot Table.

The Avonni Data Table and Pivot Table let users export their data to an Excel or CSV file. This is helpful for analyzing, sharing, or archiving data outside of Salesforce.

Configuration

1️⃣ Add an Action Button

Decide whether you want the export button to be a row action (on each row) or a header action (at the top of the table).

2️⃣ Create the interaction:

• In the "Interactions" tab, click "Add" and choose "Row Action Interaction" or "Header Action Interaction," depending on what you chose in step 1.
• Select the name of the action you created.
• Choose "Export To" as the interaction type.
• Enter a default file name for the exported file (users can change this later).
• (Optional) If you want to simplify the process, you can hide the export dialog. This prevents users from choosing the file format and encoding.
• Select the file format(s) you want to allow (Excel, CSV, or both).
• Choose the default encoding for the file.
• Choose the default export view (formatted report or details only).

That's it! Now your users can easily export data from the Data Table.