| name | export-and-share-ui |
| description | Use when designing export, download, and share functionality. Covers format options, the share-link vs email vs PDF flow, and progressive disclosure for power users.
|
Export And Share Ui
Export and share are extremely high-value features. Most products under-invest here.
Format options
CSV (data dump). PDF (formatted report). XLSX (advanced users). JSON (developers). Pick 2-3, not 10.
Share patterns
Share via link (generates view-only URL). Share via email (sends to recipient list). Share via embedded export (PDF / image).
Permissions
Public / private / org-only. Expiry options (24 hours / 7 days / never).
Async exports
Large exports (1000+ rows): background job + email when ready. Don't block the UI.
Common mistakes
Only one export format. No permission controls. Synchronous export of huge datasets (browser hangs). No record of what was shared with whom.
Where this fits in X3 Compass
Applied across the X3 Compass design system.