Configuring the User Interface › How to Configure the User Interface › Search Configuration › Allow Users to Export Search Results

Allow Users to Export Search Results

You can grant permissions to users so they can save exported search results.

To grant permissions to export search results

1. Click the tab and optional subtab for the object you want to configure.
2. On the left, click CONFIGURE: ON.

   The configuration of the page is enabled.

3. In the Configuration Information area of the page, specify the information for the new global or local configuration, or select an existing configuration that you want to change.

   Important! Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.

4. In the Permissions area of the page, complete the following steps in the Granted and Denied Permissions lists:

   Note: When you grant any combination of the following permissions, the user can save exported search results.

   1. To allow only the current user who is logged in to save the exported search results, move Export for User to the Granted Permissions list.

      Note: When this is the only permission granted to a user, the user cannot select the Export to All Configurations assigned on Search and Export to All Roles assigned on Search check boxes when scheduling search requests. For information about scheduling search requests, see the User Guide. An email is sent to the current user only. The email includes a link to the CSV file or specifies the name of the database view, depending on the type of export.

   2. To allow the current user who is logged in and specific configurations to save the exported search results, move Export for Configuration to the Granted Permissions list. The export is available to the current user and all users in the selected configurations assigned to the search used by the export.

      Note: When this permission is granted to a user, the user can select the Export to All Configurations assigned on Search check box when scheduling search requests. For information about scheduling search requests, see the User Guide. An email is sent to all users in the selected configurations. The email includes a link to the CSV file or specifies the name of the database view, depending on the type of export.

   3. To allow the current user who is logged in and specific roles to save the exported search results, move Export for Role to the Granted Permissions list. The export is available to the current user and all users in the selected roles assigned to the search used by the export.

      Note: When this permission is granted to a user, the user can select the Export to All Roles assigned on Search check box when scheduling search requests. For information about scheduling search requests, see the User Guide. An email is sent to all users in the selected roles. The email includes a link to the CSV file or specifies the name of the database view, depending on the type of export.

5. (Optional) Select the Inherit Permissions from Parent Object check box to apply any security permissions from a top-level (parent) object to the lower-level (child) object using the same configuration.

   For example, you create a local configuration for an Organization. In the configuration, you deny permissions to change field labels, move fields, make fields required, and hide fields. After you save the configuration, you open Attachments under Organization and select the Inherit Permissions from Parent Object check box. All permissions from the Organization are applied to Attachments. In this example, because permissions to change field labels, move fields, make fields required, and hide fields are applied to the Organization, the permissions are also applied to the Attachment.

6. Click Save Configuration.

   The configuration is saved. Verify that you can correctly assign a configuration to a role.