How do I track an import's progress?

After an import starts, the bottom-right toast shows its progress and status. Select Show Details to view Imported, Skipped, and Total rows in file, review failed rows, and download the error report. You can also reopen the latest status from the import-status button on the object header.

How do I export records?

Use Export on the records screen and choose CSV, XLS, or XLSX. The export respects the filters currently applied. Export runs in the background, and you are notified when the file is ready to download.

Export & File Actions- UnifyApps

Actions at a Glance

Action Type	Builder Label	Use When
exportData	Export Data	Generate a CSV/XLS/XLSX from records bound to a variable or data source
controlBlockMethod	Trigger Component Method → Export Block	Download a block as a PNG image (web apps only)
downloadFile	Download File	Download an existing file from a URL
importObjects	Import Objects	Open the import wizard so users can import records into an object
copyToClipboard	Copy to Clipboard	Write a text or value to the clipboard

Adding One of These Actions

Select the block that starts the action, for example a Button, and open its Interactions section.
Click + (Add Interaction) and choose the Event, for example On Click.
In Action, choose the action and fill in the fields that appear below it.

Action	Fields you fill in
Export Data	Data, File name, File type, and Sheet name (XLS and XLSX only)
Trigger Component Method → Export Block	Component (the block to export), Method
Download File	URL, File Name
Import Objects	Object, Object Inputs (an Entity field name and a Value per row)
Copy to Clipboard	Value

exportData — Export Data

Generates a spreadsheet (CSV, XLS, or XLSX) from an array of records and hands it to the user for download. The data is bound via a binding expression — it is not tied to a specific table block. Use it when the file does not yet exist and must be generated from records already in memory or from a data source.

Parameters

Parameter	Type	Required	Default	Description
data	string (binding)	Required	—	The records to export, bound to a JSON array of objects. For example: `{{ table1.rows }}` or `{{ ds_orders['data'] }}`. Every key in the data becomes a column, so shape the data with a binding first if you need fewer columns. The action shows an error and stops if this is empty.
fileName	string	Optional	"Untitled"	The filename without extension. The file type extension is appended automatically. Supports bindings.
fileType	"CSV" \| "XLS" \| "XLSX"	Optional	"CSV"	The output file format.
sheetName	string	Optional	"Sheet1"	The name of the worksheet tab. The Sheet name field appears only when File type is XLS or XLSX.

Examples

Export a data source's rows as CSV

{ "actionType": "exportData", "payload": { "data": "{{ ds_orders['data'] }}", "fileName": "orders-{{ utils.formatDate(new Date(), 'YYYY-MM-DD') }}", "fileType": "CSV" } }

Export as XLSX with a custom sheet name

{ "actionType": "exportData", "payload": { "data": "{{ var_reportData['value'] }}", "fileName": "Monthly Report", "fileType": "XLSX", "sheetName": "Sales Summary" } }

Export Block (component method)

Export Block is not a standalone action. It is a method you run with the Trigger Component Method action. It downloads a PNG image of the block as it currently appears on screen — useful for charts, dashboards and summary cards.

The output is always a PNG named captured-image.png. There is no file type or file name option, and PDF is not supported.
It works in web apps only. In a mobile app it does nothing.

How to set it up

Add Trigger Component Method to a button's On Click event.
In Component, select the block to export, for example a chart.
In Method, choose Export Block.

For the other methods of Trigger Component Method, see UI Control Actions.

downloadFile — Download File

Downloads an existing file from a URL to the user's device. Use this when the file already exists at a URL (e.g. a document stored in a cloud bucket). For generating a new file from records, use exportData instead.

Parameters

Parameter	Type	Required	Default	Description
url	string (URL)	Required	—	The URL of the file to download. Supports bindings for dynamic file URLs.
fileName	string	Optional	From URL	The filename to save the download as. If omitted, the filename is inferred from the URL.

Download a row's attached document

{ "actionType": "downloadFile", "payload": { "url": "{{ currentRow.attachmentUrl }}", "fileName": "{{ currentRow.documentName }}.pdf" } }

importObjects — Import Objects

Opens the standard import-records wizard for an object you choose, so users can bulk-import records. Inside the wizard, users upload their file and map its columns to the object's fields. The action finishes when the wizard closes.

Parameters

Parameter	Type	Required	Default	Description
objectId	string	Required	—	The Object to import records into. If it is not set, the action does nothing.
objectInputs	array	Optional	—	Object Inputs: fixed field values applied to every imported record, as a list of `{ key, value }` pairs where `key` is the field name.

Import leads with a fixed source

{ "actionType": "importObjects", "payload": { "objectId": "lead", "objectInputs": [ { "key": "source", "value": "bulk-import" } ] } }

copyToClipboard — Copy to Clipboard

Writes a text value to the clipboard so the user can paste it into another application. Common use cases include copying an order number, a link, an API key, or any computed value.

Parameters

Parameter	Type	Required	Default	Description
value	string	Required	—	The text to copy to the clipboard. Supports bindings. Non-string values are coerced to strings.

The action shows no confirmation of its own. To confirm the copy, add a Show Snackbar action to its On Success actions.

Note: Clipboard access requires user gesture. Browsers restrict programmatic clipboard writes to user-initiated events (clicks, key presses). Calling this action from an automated trigger (e.g. onPageLoad) will silently fail in most browsers.

Examples

Copy an order number

{ "actionType": "copyToClipboard", "payload": { "value": "{{ currentRow.orderNumber }}" } }

Copy a shareable link

{ "actionType": "copyToClipboard", "payload": { "value": "https://app.example.com/orders/{{ currentRow.id }}" } }

Choosing the Right Action

Scenario	Use
Export rows from a data source to a spreadsheet	`exportData`
Download a file that already exists at a URL	`downloadFile`
Save a chart or table as a PNG image	Trigger Component Method → Export Block
Let users import records into an object	`importObjects`
Let users copy a value to their clipboard	`copyToClipboard`