Editing Automated Exports

Exports can be customized by changing several different components of the automated export to meet your needs.

Item	Description
Export Form	You can edit the automated export form to change the automated export. For example, you can specify any of the following: • Rewritten description • Different export instructions • Different merge document • Different action For instructions on how to change the form, see Creating or Editing Automated Export Forms.
Export Instructions	The Export Instructions determine which fields are exported from InterAction. If you change the export instructions for a form, you may need to change any of the following: • Export data file • Merge document • Export extensions All of these items rely on data from each field you export. For example, assume you have export instructions for a mail merge that include a field named Address that is used in the merge document. If you remove the Address field from the export instructions and do not change the merge document, you will have an error in your export because the merge document will still request data from the Address field.
Export Data Files	Because the export data file is just a temporary file where data is stored, changing which export data file you use with a form does not change your export. However, if you change the export data file, you may need to edit your merge document to find contact data in the correct export data file.
Actions	Changing the action used with an Automated Export will create the most noticeable results on your export because actions control where export data is sent. For example, if you changed the action in an export from Display Message to Word Mail Merge, the automated export will perform a mail merge function instead of just displaying a message. When you change your action, you may also need to specify other items such as merge documents. To change an action for a form, edit the form and change the Action. For instructions, see Creating or Editing Automated Export Forms. For a list of supplied actions and their descriptions, see Using Actions in Automated Export.
Merge Documents	Changing a merge document will change the appearance of the document you are merging data into. If you change the Export Instructions for an Automated Export form, you may need to change the merge document to add or remove any fields that were changed. For more information on creating a merge document, see Creating Merge Documents or refer to the documentation provided with your word processor.
Export Extensions	If you add export extensions, you also may need to edit the merge document used in the automated export. For information on changing merge documents because of export extensions, see Setting up a Data Source for the Mail Merge Document.

Deleting Automated Exports

Deleting a form permanently removes the selected automated export form from InterAction Automated Export.

When you delete an export form, you only delete the form in Automated Export, you do not delete:

• The export instructions file
• The merge document associated with the export
• The action associated with the export

If you configured export extensions to modify the export data, the configurations you created are deleted with the form.

To delete a form, do the following:

1. Choose Services > Automated Export to view the InterAction Automated Export dialog box.
2. Select the Export Form you want to delete from the forms list and choose Delete.
3. In the Confirm Deletion dialog box, choose Yes.