To create a document export query with Configurable Joins, you will:
- 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
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).
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.
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.