After you opened a package editor either for existing package or for a new one, click the + Add task button to open the Task Editor. Note that the package should have a valid connection before creating or editing tasks. After the task editor is opened, perform the following actions:
|1.||Select the exported object from the Object drop-down list.|
|2.||In the Columns list select check boxes corresponding to columns or fields to export data from. |
Note the list contains not only the selected object's fields, but also the fields of the objects, the selected object refers to, grouped by the object they belong to. You can expand and collapse the object field lists by clicking the corresponding object name. The check box to the right of object name allows you to select all the fields of the object.
Thus you can export fields not only of the selected object but also the fields of the referenced objects.
|3.||Optionally specify the target CSV file name in the Target File Name box. By default the CSV file will have the source object name, followed by export operation timestamp if the Append timestamp to the file name check box is selected for the package. Note that if you specify a custom name, it will not be followed by the timestamp even if this check box is selected for the package; this check box is applied only for export tasks with the default file name.|
|4.||Specify the filter conditions if necessary (see how).|
|5.||Specify how the data must be ordered if necessary. For this under Order By click add.|
|6.||Then in the first drop-down list select the name of the exported object or a reference to a related object to sort data by its field.|
|7.||In the second drop-down list select the name of the field to sort the data by.|
|8.||In the third drop-down list select order of the sorting - Asc (ascending) or Desc (descending). |
|9.||Click the Save button at the bottom of the Task Editor to add the created task to the package.|