Form Complete Archive
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.