Form Complete Archive

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As a bxp form is a custom structure with Data (CDA) and Contact (CCL) records a unique format of output is required when full data output of a form is necessitated.

There are two functions for generation of the form and it's data. There is a paired import function which reads this data.

The output file is a Comma Separated Values (CSV) file with single inverted comma delimited and properly escaped fields.

To generate the output:

Main Menu > Data Profiling > Instant - Export > Choose the time frame and Form > Choose the outcomes to include > Collect your file

The structure of the file is

  • Z: CDA header row
  • Y: CCL header row
  • D: Data row
  • C: Contact data row
  • A: End of file marker

The paired import function is:

Main Menu > Form Management > Form - Data Import > Load Data Records - Business Express Archive (Data and Contact History)

Simply supply the file and the records will be imported into the selected form.