Overview
When you export a large amount of form data, FieldPie moves the job to the Bulk Operations area so it can be prepared in the background rather than making you wait. You run the export as usual, and when the volume is large the process transfers to Bulk Operations, where you download the finished file once it is ready. This keeps big exports reliable without tying up your screen.
Before You Start
You need access to the Forms and Bulk Operations areas and permission to export data. Filter and select the form records you want to export before you begin.
How to Manage Large Form Exports
- From the left navigation menu, select Forms.
- Select the form you want from the Form filter list and choose the period range.
- Apply any additional filters, then click Search.
- Select the forms and click the export icon in the top-right corner.
- Export the selected forms as XLSX or CSV.
- When a large amount of data is exported, the process transfers to Bulk Operations.
- From the left navigation menu, select Bulk Operations.
- Click the download link under File to download your exported data.
Tips and Things to Know
- Large exports move to Bulk Operations so you don’t have to wait on screen.
- Find and download the finished file from the Bulk Operations area.
- The export steps are the same as a normal form export up to the point it transfers.
- Check back in Bulk Operations if a big export doesn’t download immediately.
Frequently Asked Questions
They transfer to the Bulk Operations area, where the file is prepared and made available to download.
Open Bulk Operations from the left menu and click the download link under File.
It starts the same way; only very large exports are handed off to Bulk Operations to finish.