Export Student Information

Wednesday, Feb 28, 2018 by Scott Spence Export, Document, Contact, Student

Getting student information is helpful to communicate with them and complete additional forms that might be required as part of the training. Trainer portal Log into the trainer portal Click ‘View your courses’ Apply the date filter to the date the student is booked on Click on ‘Registration List’ Scan until you reach the student name, the phone number will be listed if it has been included by the course administrator/manager If it is not listed in the Registration list then:

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Dates as variables in Exports, PDF and Email

Thursday, Oct 15, 2015 by Scott Spence Course Date, Date, Export, Email, Variable, Replacement

There are many different date & time variables that you can use on invoices, registration forms and emails. These include the dates & times specified for courses or internal events like updating a price and timestamps that are system recorded times linked to process steps or documents eg. modification and creation. In addition to these you can of course create your own custom date and time variables such as Date of birth eg.

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How to export to the Export Queue

Wednesday, Sep 2, 2015 by Scott Spence Export, Export Queue, Export Map

You can create export maps, which then get added to the export queue and can then be queried via the API or other automation tools. It is only possible to export from a process step on a document or a Course Date. So if you need to export something on a per course date basis create a Document step eg ‘Create Facebook Group - ONCE per course’ that clearly indicates it should only be run once on a Course Date not a per Document basis.

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What is the form field type 'Export'

Sunday, Oct 26, 2014 by Scott Spence FAQ, Form, Field, Export

This field is used with Options. Sometimes the information we want to export comes from Options. It is not always appropriate to use the Option Name as the export value, so as an alternative the text in the Export Field can be used. Let’s assume there is a Location for Brisbane with an Export Field value of BNE If we used the Option Name it would be: Brisbane Queensland Australia If we used the Export Field value it would be: BNE

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Export Courses, Documents or Contacts

Monday, Aug 18, 2014 by Scott Spence Export, Course Date, Contact, Document, Export Map, Export Queue, Download

To export Courses, Documents or Contacts your login needs to have a role which manage permissions on Course Dates, Documents and Contacts respectively. Use the filter options to selectively pick the items that you want to display. Use the download button to apply the filter to a downloadable, comma separated file. Example This shows the steps to take to download the details of all students for a particular course category Choose the Export menu

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