New Portal: How to export filtered records from a buffer

This feature helps a lot if you require specific records from a buffer based on a filter.

Click on the buffer title to open the buffer in a tab. In this example, the buffer title is “SFCase” as underlined in red in the below image.

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The buffer will open in a tab and the records/ values will appear as illustrated in the below image. Click on Filter as highlighted in the below image to open the filter page.

The below page will appear. Populate the query builder with the columns and values that you want to filter on. Click on the Query Values button to query the buffer based on your filter/s.

To view the results, click on the word Filter as highlighted in the below image.

The below page will appear. To export the results, click on the Export button as highlighted in the below image.

The results will download as a JSON file as shown in the below image.

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