Hi,
we are using RDM to store customer data.
We also store the credentials for internet access in RDM for customers.
From time to time we need an overview of all customer internet access data.
So just a specific type of connections,
How can we achieve that in the best way?
Hello,
You can use the advanced search settings by going to View → Search → Advanced Search.
In the popup menu, change the first condition to Connection Type, select the desired Connection Type, and then click Search to list all relevant entries.
Best regards,
Carl Marien
Hello,
thanks for your answer.
I already saw this, but the export is not the right format we need.
We would need some kind of excel table.
Are there any other options?
Hello,
In this case,you can follow the steps mentioned above. Once you’re able to see all the entries, select them all by holding Shift and clicking, then right-click and choose: Export → Export Special → Export Selection (XML).
This will export the entry in a xml files.
Best regards,
Carl Marien
Hi,
yes looking pretty good now.
Is there a way to include custom filed into the export?
Hello,
Unfortunately, it is not possible to export the custom fields using XML. This can be done using RDM, but please note that the XML format will be lost in that case.
Best regards,
Carl Marien
Hello,
I see I can do a json export which includes all the information I need.
Is there a way to schedule the export of this json file?
So I can do a export every day for example and convert it into what I need as a format.
Hello,
It should be possible to create a PowerShell script to achieve that. Please review the following link, which contains several scripts you can use as a reference to create your own:
https://github.com/Devolutions/DevoSamples-ps
Best regards,
Carl Marien