Custom Exports

This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.

Overview

CareRight Admins can facilitate user access to custom export processes by selecting an Export trigger class type and then defining the trigger, state, name, version and order. End users will be able to view and run those export processes and also view an export history.

Restrictions

The resulting export files are stored in the database so are restricted to not exceed 5 MB. If an export generates an export that is greater than 5 MB, the export will fail and report an error.

Defining a Custom Export

How to Add a New Trigger Class

1. Click Administration.
2. Click Workflow.
3. In the Trigger Classes screen, click New.
   1. The Trigger Class Details panel appears.
4. In the Type field, select Export.
5. In the Name field, enter a name for the new trigger class.
6. In the Version field, modify if needed.
7. Click Create Triggerable class.
   1. The Trigger Classes screen appears.

How to Define a Trigger Script

1. In the Trigger Script panel, click New Script.
2. In the Trigger field, ensure that Generate Export is selected.
3. In the State field, ensure that User Initiated is selected.
4. In the Name field, enter a name for the trigger script.
5. In the Description field, enter a description of the trigger script.
6. In the Version, Order and Code fields, modify if needed.
7. Click Create Trigger script.