Selective Mobile Export

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  • February 21, 2023 at 1:52 PM #48983


    I wonder if I’m missing something obvious. On mobile, I do not see a way to create an export containing only selected fields and selected records. Is this possible?
    Thank you

    February 21, 2023 at 8:22 PM #48990


    You can export just the found records, but you need to first make a Saved Search to filter your records. Then on the record details screen when you select the Export Records or Archive command, Tap Forms will export only those records that match the search rules.

    To export only certain fields, it’s a bit more cumbersome on the iOS version. You have to go to the Customize Form screen, then tap on a field in your form, then tap on Field Options, then tap on the switch to turn off the Export Field option.

    It’s much quicker to do it on the Mac version since that function is available right on the Export Records window.

    February 22, 2023 at 12:40 AM #48993


    Thanks for the detailed instructions. And yes, it is very easy to export (and import) on the Mac. And it is also great that when I have only a mobile device, I can still do an export which, for me, often is a need. So thank you for the functionality on both platforms!

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