Trigger exports from a Board

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Set up an Action button on a Board that exports data of any size.

Creating a dedicated Board widget to export data is especially useful when your file size is too large to render in Pigment.

⚠️ Important

You need Can Configure Boards permission to set up a Trigger exports button. For more information on Board permission, see Use Board permissions to grant Board access.

To set up a Trigger exports Button, take the following steps:

  1. In your Application, select the Board you would like the button to appear in from the Block Explorer in the left sidebar.

  2. Select Edit. If no Edit button is displayed, you may not have the necessary Permissions (see above).

  3. Select + Add a Widget, then select Action.

  4. In the dialog that opens, select Trigger export under Data Actions.

  5. In the dialog’s main pane, select Set up a Table export under Action settings.

  6. In Step 1, choose from the Tables, Metrics and Scenarios in your Application to define the source data to export.

  7. In Add filters, select one or more conditions to keep the volume of data exported to what is necessary.

  8. In Step 2, edit the format of your export, including:

    1. display of Blocks’ original ID

    2. field delimiter

    3. decimal separator

    4. header names

  9. Save your definitions.

  10. Back in the dialog’s main pane, format the Button itself that will appear on your Board.

  11. Select Add to Board when you have finished.