Configuring export settings and specifications

When you export records from external searches to iBase, iBase compares the incoming records with records that it already contains. The export specification that you apply determines how iBase performs that comparison, and what happens when it finds matching records.

More specifically, export specifications control:

• Whether you can export records directly from search results, or from the chart surface, or both

• Whether records must have values for all the discriminator fields in order to be exported

• Whether exported records can update the information in matching iBase records, and whether they should update all such records

• Whether an exported record that doesn't match any existing records should create an iBase record

• Whether iBase records that matched or were updated or created by exported records should be added to the chart

In addition, you can use an export specification to edit the mappings between the properties of records from external searches and the fields of iBase records. You can also override iBase's definition of which fields are discriminators and which are not.