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Export Matches

 Would it be possible to allow for exporting the grids from 1to1 or 1 to Many. This would be helpful for when the list could use more insight and the list should be sent to someone else.


For Example, between 2 systems it is common for potential duplicate users to be identified and land in the 1 to Many. When this happens, we would like to export the list to send to the team leading that system so they can address that the potential duplicate. During larger groups of records, this list can be larger and is easier to sift through via excel.


1 person likes this idea

I second this. It would be extremely helpful! 

Hi Michael and Jacky, 


Great news! You are able to export within the grids (like 1:1 and 1:Many) by right clicking in a field and selecting Export > desired output (as shown below)


image


I noticed if the number of records results in multiple pages, go to the last page for the records you'd like to export and do it from there; otherwise, exporting from the first page will only export that page's records. 


Hope this helps!


Chanel 


Chanel Floyd

Product Manager - Omatic Cloud



1 person likes this

Thanks for the update Chanel. Exporting from each page seems to work. However, your tip about exporting from the last page to get all the records does not seem to be working.

That's interesting Michael - I wonder if it has to do with the number of pages/records?  I'll see if I can find an answer to that and if that is someone we are able to change or if it's native to the technology we use for those grids.


Thanks for the feedback!


Chanel

My experience has been the same as Michael's and I would definitely appreciate this functionality. I was told it is an unfortunate limitation of the grid system.

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