Exporting matrix definitions to CSV

  1. Open the matrix details and click the Definition tab.
  2. Click Export to CSV to export the current matrix definition to a CSV file.
  3. Save the exported file. You can now edit this file and import the matrix again.
Note: 
  • An export is only performed if there are no errors in the matrix definition.

    This information is exported:

    • The Notes column.
    • The Conditions area with each column with its name and data type.
    • The Actions area with the Distribution column for approval matrices. Or each column with its name and data type for parameters to be set for decision matrices.
    • For each row in the matrix, the notes text, the conditions and parameters to be set expressed as string, and the distribution identifiers for users and groups are exported.

      See Data type formatting.

  • The double quote character, ", is not allowed in the matrix definition for export to CSV.
  • Comparison operators are translated to string values.

    See Comparison operators in CSV files.