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Exporting to XML

You can export issues, requirements, requirement documents, test cases, test runs, folders, users, customers, security groups, and test configurations to an XML file. You can then use the file to import data to other Helix ALM projects or work with it in a third-party application.

Before exporting to XML, make sure you review export and import limitations to understand how Helix ALM formats and validates data, which can help you prevent errors. See XML export and import limitations.

1. To export all items in a list, do not select any items. You can export all items in multiple lists windows at the same time.

To export a specific item, select it in the list window or open it. Make sure you save any changes to the item before exporting.

To export multiple items of the same type, Ctrl+click each in the list window. You can only export multiple selected items from one list window at a time.

2. Choose File > Export > XML Export.

The XML Export dialog box opens.

3. Select the type of information to export.

Export only the selected items exports items selected in the list window. This option is only available if you selected items before starting the export.
Export only the open item exports contents of the selected open item. This option is only available if the item was open when starting the export.
Export all of the following information exports all item types selected in the list. To export multiple item types, Ctrl+click each type to include.

4. Select any Additional Information to Export. Most options are only available for issues, requirements, requirement documents, test cases, and test runs.

Option	Includes in export:
Historical log information	History of changes made to each exported item.
File attachments	Files attached to exported items. Items and attachments are exported to a ZIP file.
Formatting and images for WYSIWYG fields	Text formatting and images used in multi-line text fields. Items with formatting and images are exported to a ZIP file.
Links	Link information for exported items, including the link definition, type, record ID, and summary for each linked item, the relation (parent, child, or peer), and if the item is marked as suspect. Linked items are only exported if they are also selected before starting the export or if all items of their type are included in the export.
Email messages	Tracked emails with exported items.
Folder information	Path of public folders that exported items are in. Private folder information is not exported.

5. Click Export.

The Export XML File dialog box opens.

6. Choose a location to save the file in and enter a File name.

The default file name is XML_Export.xml. If file attachments or multi-line text field formatting and images for WYSIWYG fields are included, the default file name is XML_Export.zip.

7. Click Save.

The items are exported and saved as an XML or ZIP file.