Common questions about Export and Save As usually involve attachment retention, export scope, and field visibility; here are 3 frequent questions and practical answers.
FAQ
What should I do if attachment field content is missing after exporting to Excel?
- Confirm that you used the Spreadsheet (xlsx) export option.
- If the table contains attachment fields, switch to Export to ZIP Package.
- Export again, then check the ZIP file for the table data and attachment files.
Does the export include records hidden by filters?
- By default, the export includes only the records visible in the current view.
- If you need all records, clear the filters in the current view first.
- Run the export again to generate a new file.
Can I export only selected fields or columns?
- The export includes all visible fields in the current view.
- If you want fewer columns, hide the fields you do not need first.
- Return to the current view and export again.
Glossary
| Term | Definition |
|---|---|
| Online Spreadsheet | A spreadsheet file saved to cloud documents after export, suitable for continued online viewing and editing. |
| Local Spreadsheet | An XLSX file exported to local storage on your Mac for offline review and sharing. |
| ZIP Package | An exported package that bundles table data together with related attachments for delivery or archiving. |