Export Module - Generating Presets Definitions
Currently, the ability to generate presets is available only for XML Format exports, with plans to expand support for CSV and JSON formats in the future. Presets are designed to streamline the export process by allowing users to configure settings that best suit their needs. There are four customizable settings that can be adjusted to meet client requirements, offering flexibility in how data is structured and presented in the export output.
XML Preset Settings
This setting determines how the export file's structure is created:
- Enabled: The Definition is constructed as a structured tree of tabs and subtabs. This format is helpful for identifying identically named subtabs, providing a clear hierarchical view of the data.
- Disabled: The export data is presented in a flat tab structure, which is easier to read and more streamlined. This option is ideal when hierarchical relationships are less important and a simpler, linear format is preferred.
Exclude Nodes With Blank Data
This option allows you to filter out empty nodes from the export output:
- Enabled: Nodes that contain no data are excluded from the final export, reducing clutter and improving the readability of the output file.
- Disabled: All nodes, including those without data, are included in the export. This may be useful in some cases where the structure needs to be preserved regardless of content.
Node Name
This setting defines how nodes are labeled in the export file, with several options for customization:
- Element Id: Nodes are labeled with the element's unique ID (e.g., <e123456789></e123456789>).
- Element with Id Attribute: Nodes are labeled with the element's tag and an id attribute (e.g., <element elementId="123456789"></element>).
- Description: Nodes are labeled with a descriptive name (e.g., <schoolyear></schoolyear>). This option is useful for more human-readable exports.
Group Records By
This option automatically groups records in the export based on selected demographic data. Note that people with multiple locations or roles may appear multiple times in the grouped export.
Group-by options include:
- Location: Groups records by the location of individuals.
- Grade: Groups records by the grade level of individuals.
- Role: Groups records by the role assigned to individuals, such as teacher or student.
Resetting the Definition
If you make changes to your preset configuration and want to revert to the original settings, you can use the Reset button:
- Clicking Reset will revert the Definition to its original state when first created.
- If the reset is done unintentionally, you can use Ctrl + Z to undo the reset and restore the previous state.
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