Export work items to CSV file

Export work items to a CSV file for offline audits and records. The CSV file with the exported work items is available for download in the Activity > Historical page.

Prerequisites

  • You must have the AAE_Queue_Admin role to export or import work items.
  • The source and the target Control Room instances must be running the same version.
  • The source and the target Control Room instances must be of the same setup type: SSO with SSO, AD with AD, and non-AD with non-AD.
You can export selected, filtered, or all work items to a CSV file by using the following options:
  • Export checked items
  • Export filtered items
  • Export all items

Procedure

  1. Navigate to Manage > Queues.
  2. Click the required queue and go to the Work items.
    A list of available work items is displayed.
  3. Click the Export items to CSV icon. (export_icon)Export work item
  4. Click one of the following required options:
    • Export checked items: Exports only the selected work items
      Note: You must select items to use this option.
    • Export filtered items: Exports only the filtered work items
    • Export all items: Exports all the available work items
    A message is displayed, informing that the exported CSV file is available in the Activity > Historical page.
  5. Navigate to the Activity > Historical page and search for exported work items activity.
    Note: You can search for a work item activity by the username. The work item activity name is in the following format: Work items Export:cr-work-items-20220713-104704.csv. You can change the work item activity name by using File > Save.
  6. Select the work item activity and click Download exported CSV file.
    The CSV file is downloaded to your local system as a zip file.