Manual Export Step 4 FINISH
The final step. Here, we will have preview of the export based on the format and the settings. Users would be able to export and save or export without saving.
Export & Save
Export Without Saving
Edit Record View
Same as the create new record view. Once a layout is created we will be able to edit it but to keep the consistency we will use again wizard for the edit, like we use for the create. However only step 2 (Query), step 3 (Format) and step 4 where we will have the option to save it only;
Example for step 4 in “Edit“ view:
Note that when user has opened existing export in edit mode, he/she is able only to save it AS new template, or to save the changes applied into the opened export (that’s why we do not have the option “Execute without saving“ )
Detailed Record View
Same as the edit record view