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Export Data Node

Use the Export Data Node to export document data from a GlobalAction Workflow and send it either to a CSV file or SQL database. This allows you to export document data (including Table Field Data), which could then be shared with third-party line-of-business applications.


  1. Drag an Export Data Node from the Nodes Pane to the Design Canvas.
  2. The Export Data Node Settings dialog box will appear.
  3. Enter a unique name for the Node in the Title text box.
  4. Enter a description in the Description text box.
  5. To select the format for exporting data, in the Export Type group, select a type:
    1. To select the CSV type, click CSV.
    2. Specify server UNC or local path for the directory that will receive the CSV data in the Export Path text box.
    3. To include column headers, enable Include Column Headers.
    4. To append the document to an existing one, enable Append to Existing.
      1. If this is disabled, each document processed will cause the creation of a new CSV file

    1. To select the SQL type, click SQL
      1. Enter the connection string for the SQL instance that will receive the document data in the Connection String text box.
      2. The SQL release will create a table for header data and a table for line-item detail.
      3. The service account running the capture service will require access to the database unless you have provided credentials in the connection string
  6. Click Save.


Export Data Node Settings


Note: If the document record includes a Table Field, the document’s header index data will be repeated once for each row it contains, then again for each Table Field row. This allows all rows of data for a document to be seen in a CSV Export.

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