Export Field Metadata from webCRM

This task will export field metadata) from webCRM, including any related field value information, in webCRM Field Metadata XML format to a file.

Settings

webCRM Connection

Required
The connection to webCRM to use, see Connecting to WebCRM for information on how to manage connections.

Output File

Required
The name of the file to save the downloaded records to.

Defaults to webcrm_export_field_metadata.xml.

Zynk Settings

See Common Task Settings

Example XML

A sample showing the meta data for organisation type, see webCRM Field Metadata XML for detailed information.

<?xml version="1.0" encoding="utf-8"?>
<FieldMetadata
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <FieldMetadata>
    <DbFieldName>o_type</DbFieldName>
    <FriendlyFieldName>OrganisationType</FriendlyFieldName>
    <Id>12</Id>
    <Label>Org_Type</Label>
    <SortOrder>11090</SortOrder>
    <DisplayType>D</DisplayType>
    <TextFieldMaxLength>50</TextFieldMaxLength>
    <DropdownListData>
      <FieldMetadataDropdownList>
        <Text>Customer</Text>
        <Value>Customer</Value>
      </FieldMetadataDropdownList>
      <FieldMetadataDropdownList>
        <Text>Partner</Text>
        <Value>Partner</Value>
      </FieldMetadataDropdownList>
      <FieldMetadataDropdownList>
        <Text>Supplier</Text>
        <Value>Supplier</Value>
      </FieldMetadataDropdownList>
      <FieldMetadataDropdownList>
        <Text>Agent</Text>
        <Value>Agent</Value>
      </FieldMetadataDropdownList>
      <FieldMetadataDropdownList>
        <Text>General</Text>
        <Value>General</Value>
      </FieldMetadataDropdownList>
    </DropdownListData>
  </FieldMetadata>
</FieldMetadata>