To create a document export query with Configurable Joins, you will:
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- Create a query on the Document base and configure the required settings.
- Add exports and filters as needed.
- Configure the document export format.
Creating a Query on the Document Base
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Standard Exports
Among others, the exports pdf:xml and pdf:file are available from the Document base as Direct Exports (as they were in the Document Export (Application) base). |
Important!
Adding these exports to a query on the Document base will prepend the export names with "Document. " To function as a document export query, you must remove the prepended "Document " text. Click Rename Exports and remove this text before proceeding. |
Replacing custom SQL with Subquery Exports
If you used Custom SQL to customize the pdf:xml or pdf:file exports, you can rebuild and customize these exports using Subquery Exports.
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Configuring the Document Export Format
Regardless of whether you intend to download the documents manually or export them on a schedule, configuring the Schedule Export settings is required. These settings define the format of the downloaded files. Follow the instructions in the Scheduling Document Exports article to complete this step.