Extract Records of Interest

Use this feature to automatically move a sub-set of your data into a new data table

Table of contents

1. Create an Extract Records of Interest query
2. Menu actions
3. Table actions

Create an Extract Records of Interest query

Go to Admin > Automation > Extract records of interest

1. Click on the + sign to create a new job.
2. Give it a name and Confirm.
3. Select the source data structure where all your data is saved.
4. Click on Edit condition, and use the smart filter view to set the condition(s) for data extraction.
5. Select the Target data structure, where you wish to save the extracted data.
6. Map the fields between the source and the target. You can choose all or some of the fields, depending on your needs. Make sure to map fields of the same type.
   
   
7. You will be redirected to the list of Extract Records of Interest jobs.
8. Open the menu of the job you have created, and click on Run Once.
9. Follow the progress of the job under View job status. For more details, check this page.
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Menu Actions

In the menu of each job, you will find the following actions:

1. Edit: Edit any configuration of an existing job.
2. Run Once: Run the automation job to get the desired results.
3. History: View the actions performed on this job with the details of the user and the date.
4. Archive: Move this job to the archive when it's no longer needed.
   
   

Table Actions

On top of the Extract Records of Interest jobs, you will find the following actions:

1. + sign: To add a new job.
2. Select Page length: Define how many jobs you want to see on one page. The default is 25.
3. Refresh: to refresh the list (the list will auto-refresh unless you have this section opened in 2 tabs/windows/users, and you are applying changes on the other one).
4. Show archived: When enabled, the archived jobs will be displayed on the same list.