export.md

Export

You can export somethings in your org to CSV by these features

• Export CustomFields

  • Click HaoIDE > Export > Export CustomField
  • CustomFields will be exported to Project/.export/CustomFields.csv

• Export Workflow Rules

  • Download metadata of sObjects and Workflow by clicking Metadata > Retrieve Sobject And Workflow in the main menu
  • Click Export > Export Workflow in the main menu to backup all workflows in your org to csv
  • workflow_rule_columns, workflow_field_update_columns, workflow_email_alert_columns, workflow_outbound_message_columns and workflow_task_columns defines the columns of export CSV, you can adjust the sequence and columns by customizing your own value of this five settings

• Export Validation Rules

  • Download metadata of sObjects and Workflow by clicking Metadata > Retrieve Sobject And Workflow in the main menu
  • Click Export > Export Validation Rule in the main menu
  • All ValidationRules in your org will be exported to Project/.export/ValidationRules.csv
  • validation_rule_columns setting defines the columns of export CSV, you can adjust the sequence and columns by customizing your own value of this setting

• Export Profile Workbook

  • Retrieve all metadata by clicking Metadata Migration > Retrieve All in the main menu to download all related components.
  • Click HaoIDE > Export > Export Profile in the main menu to export ObjectPermission, TabVisibilities, FieldLevelSecurity and UserPermissions of all profiles to four different CSV files, you can check below sample CSVs.
  • Exported profile csv from sample org
    • FieldLevelSecurity.csv
    • ObjectPermissions.csv
    • TabVisibilities.csv
    • UserPermissions.csv

• Export Role Hierarchy

  • Click HaoIDE > Export > Export Role Hierarchy
  • Role Hierarchy will be exported to Project/.export/Role/hierarchy.csv, see exported sample hierarchy.csv

• Export Workbook of sobjects

  • Click Export > Export Workbook in the main menu
  • Input * to export all sObject workbooks
  • Input sObject Names separated with semi-colon to export some
  • workbook_field_describe_columns setting define the columns

• Export Data Template

  • Click Export > Export Data Template in the main menu
  • Waiting until sObject => RecordType quick panel is open
  • Choose one and press Enter and template will be exported
  • From the row 1 to row 6, they are,
    • [Field Label]...
    • [Field API]...
    • [Field Type]...
    • [Layout Required]...
    • [Picklist Label if has]...
    • [Picklist Value if has]