Bulk Export

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1. Introduction

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1.1 Feature Overview

YiDA supports exporting data from the data management page to Excel in bulk. You can customize the data range (rows), the field range (columns), and the export format for images/attachments (links or files).

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1.2 Use Cases

• Export useful data from the data management backend for archiving or backup.
• Bulk edit selected fields by exporting and then re-importing them.

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1.3 Feature Demo

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2. Export Steps

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2.1 Export Entry Point

1. As an app editor, sign in to the YiDA workbench and open the app whose data you want to export in bulk. Select the target form, go to the corresponding data management page, and click Export.
2. As an app user, sign in to the YiDA workbench. If you have export permissions, click Export.

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2.2 Select the Data to Export

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2.2.1 Export All Data

1. Select the form you want to export, click Export, and choose Export all to export all data.

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2.2.2 Export Selected Data

1. On the target form, select one or more records, then click Export selected to export those records.

Tip: You can use filters to narrow down the data.

1. Click Filter to open the filter panel.
2. Click Add filter condition and select a filter attribute from the drop-down list. Choose an attribute and configure the condition. The filter is triggered when the selected attribute meets the specified condition.
3. You can add multiple filter conditions and combine them with OR/AND logic.
4. After filtering, select the records you need and export the filtered data.

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2.3 Export Settings

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2.3.1 Export Settings

Set the field order

1. If you choose option 1, Follow the current data management field order, the exported fields follow the order shown on the data management page.
2. If you choose option 2, Follow the form field order, the exported fields follow the order defined in the form.
3. If you choose option 3, Drag to sort, the exported fields follow the order you set by dragging.

Set the field range

Setting the field range means selecting the columns you want to export, so you can customize which fields are included.

1. Enter a keyword in the input box to search fields in real time, as shown below:
2. Alternatively, use the checkboxes on the left to select fields. Only the selected fields are exported. For example, if you select only Device status and Device name, the exported file contains only these two columns.

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2.3.2 Other Settings

Export images/attachments

1) If you do not select “Export image/attachment fields as files”:

• Images and attachments are saved as online links in Excel. Data is stored as URLs, which is suitable for external business collaboration scenarios, such as sending product lists or quotations to customers. See the example below:
• If the file is an image, click the link to preview it. If the file is an attachment, click the link to download it directly.

2) If you select “Export image/attachment fields as files”: the files in the data are exported together with the data.

• The exported files are packaged as a zip archive, suitable for data backup scenarios.
• Image/attachment addresses in the exported spreadsheet are absolute paths within the zip archive. Click a path to open the corresponding file in the local folder.

Click to download the exported file. The result looks like this:

Export instance ID

If you select “Export instance ID”, the instance ID of each record is exported to the Excel file (including the main form and subforms). If you later need to update the data, you can use the instance ID to match records. See the example below:

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2.3 Export Records

1. After configuring the export parameters, click Confirm to start exporting. The export progress is displayed.
2. During or after the export, click Data management > More > Export records to open the Export records page.
3. To view export records, go to Data management > List page, click More > Activity log, and open the Export records page. Click Export records as shown below. Click Download to download the attachments/images again.

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2.4 Exported Data Format

The following table lists which component types support bulk data export:

Component type	Component name	Export supported	Exported data format	Example
Common components	Single-line text	Supported	Text format	Text
	Multi-line text	Supported	Text format	Text
	Numerical	Supported	Number	123
	Rating	Supported	Number	5
	Select	Supported	Text format	Option 1
	Multiselect	Supported	Text format. All selected options are exported, separated by commas.	Option 1,Option 2,Option 3
	Date range	Supported	Date format	2025-01-01 to 2025-01-31
	Date	Supported	Date format	2025-01-01
	User	Supported	1. If “Show user number” is not selected, only the user name is shown. 2. If “Show user number” is selected, both the user name and user number are shown.	John John (0023123123)
	Department	Supported	1. If “Show full department path” is not selected, only the department name is shown. 2. If “Show full department path” is selected, the full department path is shown.	Department name only Full department path
	Image upload	Supported	1. If “Export images/attachments” is not selected, downloadable URLs are exported. 2. If selected, relative paths are exported in Excel and the attachment/image files are exported at the same time.	If images/attachments > 100 MB and multiple records are exported, the format is as follows: If images/attachments > 100 MB and a single record is exported, the format is as follows: If images/attachments < 100 MB and a single record is exported: If images/attachments < 100 MB and multiple records are exported:
	Attachment	Supported
	Word template	Supported
	Signature	Supported
	Smart invoice	Supported
	Subform	Supported	Text format	Text
Premium components	Drop-down select	Supported	Selected option	Option 1
	Drop-down multiselect	Supported	All selected options are exported, separated by commas.	Option 1,Option 2
	Cascading select	Supported	Text format	Level 1/Level 2/Level 3
	Country/Region	Supported	Text format	China
	Address	Supported	Text format	Address text
	Location	Supported	Text format	Location text
	Associated form	Supported	Text format: field + instance ID	Field value + instance ID
	Serial number	Supported	Text format	Text
	Organization	Supported	Text	Text
	UnionPay	Supported	Text	Text
	Budget control	Supported	Text	Text
	Group	❌ Not supported	/	/
	Associated query	❌ Not supported	/	/
	Rich Text	❌ Not supported	/	/
	Image and text display	❌ Not supported	/	/
Common components	ID number	❌ Not supported	Not supported due to privacy protection	/
	Phone number	❌ Not supported	Not supported due to privacy protection	/

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3. FAQ

• Q: Why is subform data sometimes exported with a broken format?
• Q: What should I be aware of when using the export feature?