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Exporting Worksheet Data to Excel

Users cannot directly manipulate all records in a worksheet. Instead, data access and operations are permission-based and performed through views. Therefore, data export must be done within a view that the user has permission to access.

1. Export All Visible Records​

Click the button next to the view name, then select Export.

2. Export Selected Records Only​

In the table view, manually select the records you want to export, then click Export > Export Info from the action bar.

This operation is only available in the table view. In other view types, only full visible records exports are supported.

3. Export All Records in the Worksheet​

The exported data always reflects what’s visible to the operator in the current view — which may not include all records in the worksheet.
If an application admin needs to export all records, they can switch to the Data Management view, select all records, and export from there.

4. Record Sorting in Exported Files​

  • If fewer than 1,000 records are exported, the order in Excel will match the record order in the view.

  • If more than 1,000 records are exported, the data will be sorted by creation time (newest first).

5. Select Fields to Export​

When exporting records, you can choose which fields to include, how to export relationship fields, the desired file format (Excel, CSV, etc.).

1) Choose Fields to Export​

You can choose specific fields or export all fields. Exporting column summary values is also supported.

Note:

  • Only table view with Custom Display Columns enabled will, by default, check only the displayed columns and export following the column order shown in the view.
  • Application administrators can export all fields under the view. Regular members can export only the fields visible to them.
  • Column summary values can be exported only when exporting view data directly. The summary values appear on the second row of the export result.
    Exporting column summary values is not supported when bulk exporting multiple records.

2) Record ID​

The Record ID is the unique identifier of a record. When exporting data, you can export both the ID of the current record and the IDs of related records.

When importing data back into a worksheet, the Record ID can be used to identify whether a record already exists. During Excel data import, you can also automatically match relationships by importing the Record IDs of related records.

3) Exporting Relationship Fields​

  • Single Related Record

    Will be exported as a field in the same sheet.

  • Multiple Related Records or Subforms

    • In Card or Dropdown display mode, the related records will be exported as a field in the same sheet.

    • In List mode, related records will be exported to a separate sheet.

      For example, if a customer record is linked to multiple order records, the customer worksheet will be exported to one sheet, and related order records to another.

    • A maximum of 1,000 related records can be exported.

4) Accelerated Export​

Relationship fields (dropdown or card), foreign fields (store data only), and cascading select fields all have redundant fields to sync the original content.

  • For relationship fields and cascading select fields, the title field is synced.
  • For foreign fields, a specified field is synced.

When the source record changes, the redundant field attempts to sync immediately. However, in rare cases, sync queues may be delayed, and exported data might reflect outdated values.

  • If "Accelerated Export" is NOT checked, the export will fetch the latest data in real time from related records, but may be slower.
  • If checked, it exports from the redundant field, which is faster but may not reflect the latest values. In most cases, the data remains up-to-date.

If related records are unlikely to change, enabling Accelerate Export is recommended.

5) Choose File Format​

You can export as either an Excel or CSV file.

6) Preserve Excel Number Formats on Export​

When exporting, you can enable the option "Preserve Excel number formats on Export". If selected, fields such as Number, Currency, Formula (number output), Rollup (number output), and Level fields will be exported as Excel number types.

If not selected, these numeric fields will be exported as text strings, which may prevent them from being used in Excel calculations.

7) Export Data ID and Work ID​

When exporting fields such as Relationship fields (single record), Cascading Select fields, Members fields, and Department fields, in addition to exporting the display text, you can also choose to export an additional column with the corresponding data ID. This makes it easier to match and re-import data precisely using IDs.

It is recommended to export data IDs when values have duplicates.

For Members fields, the export also supports including an extra column for the work ID.

6. Save Export Configuration​

After selecting the export method, fields to export, and file format, you can save the current export configuration as the default setting for all users.

If the option "Users are not allowed to modify default settings" is unchecked, regular users can customize the export settings when exporting records.

If this option is checked, users can only export using the saved configuration without any modifications.