How to Export Data Results to a CSV File

Last updated 3/05/2023

This documentation is to explain how you can add an Export to CSV button in your application to export the results from a query into a CSV file.

By default, when you create a query the Export to CSV button will not be available in your application to export the data.

note

The following steps are for a query that is saved in Five, you can add the Export to CSV button on creation of a new Query record simply by using the CSV Show If field before saving the record.

Add the Export to CSV Button

Prerequisites

• A query saved in Five.
• A menu item created for the query, or the query made available on a dashboard or form page.

Steps

1. Select Visual in the menu.

2. Select Queries in the sub-menu.

Figure 1 - Queries menu item

3. Select a Query record in the list

4. Either click the Edit button in the form app bar, or click directly in the CSV Show If field.

Figure 2 - Edit the Query record

5. Click the Cancel button in the CSV Show If field.

Figure 3 - Cancel button

6. Type true in the CSV Show If field.

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The CSV Show If field takes a JavaScript statement, this means in its most basic form you can write true or false in the field, however, you can add a condition to only show the button in certain scenarios.

7. Click the Save button in the form app bar.

Figure 4 - Save the Query record

Export to CSV Button in Your Application

1. Click the Run button.

Figure 5 - Run button

2. Navigate to the query that you made the Export to CSV button available.

3. Click the Export to CSV button in the app bar.

Figure 6 - Export to CSV button

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This will export the query records in the list to a .csv file

Figure 7 - Download in a .csv file

Figure 8 - Open the CSV file