ZINFI UPM Guide

UPM Version 26.3

Export Engine Enhancement

Export Engine Enhancement

Generic

Feature Description

The Export Engine Enhancement introduces a new way of exporting records from list and grid views such as MDF, Users, and Lead Management, and works together with the Select All capability. The previous range selector (for example, 1 to 1000 and 1001 to 2000) has been removed. Exports of up to 4,000 records are downloaded instantly. Exports of 4,001 records or more are processed in the background and delivered by email.

  • Log in to the ZINFI portal.

  • Navigate to any list or grid view and select the required records, or use Select All.

UPM Version 26.3
Export Engine Enhancement: Feature Description

  • Click Export. If the selection contains up to 4,000 records, the file downloads instantly.

  • If the selection contains 4,001 records or more, an alert confirms that the export file will be sent to your email.

Export File Type

  • Click the avatar and navigate to My Account > Logs to track the export status (Queued or In Progress).

UPM Version 26.3
Export Engine Enhancement: Feature Description

Origin of Feature

Customer request. This feature was introduced to support reliable export of large data sets.

CX Strategy Relation (6 S’s)

UPM Version 26.3
Export Engine Enhancement: CX Strategy Relation (6 S’s) Scalability

Portal User-Facing Benefits

This feature allows users to export large data sets in a single action, without splitting them into ranges or running into timeouts.