Configuring Presto Apps
This feature is not supported in Microsoft Dynamics and Apttus Omni.
From Spring 2018 release, Presto version of X-Author for Excel utilizes full fledge SOQL Queries. Previously, advanced query filter configuration combined with a larger dataset would run into query issues, however, the query engine has now been unified to utilize the same core X-Author querying capabilities in Presto mode.
Supported Actions are:
- Query: User input is not supported. Cell Reference is now supported
in combination with relational (hierarchical) query filters.
When using Query filters of type static use values without quotes. For example, ABCD. For query filters to work correctly remove the quotes around the value, save the action and save the app. For example, you should use ABCD instead of 'ABCD'.
- Display: Display action now supports Display Filter Feature.
- Search & Select: User input is not supported.
- Save Attachment: User input is not supported.
- Add Row: User input is not supported.
- Clear
- Macro
- Delete: User input is not supported. Presto, as usual, can be configured on the detail page. This feature maintains backward compatibility of all the presto apps that are currently used by you.
The procedure below outlines the custom settings required to configure Presto Apps.
- Go to . Look for DocGen System Properties. Click Manage.
-
Under this setting one entry must be created - If there are no records then click New. After clicking New, fill in the following details:
Name
System Properties
Merge Call Timeout Millis
60,000
Merge Webservice Endpoint
https://ms.mergeapttuscloud.com/cgi-bin/mergeserver/bin/mmcgi.exe (Production)
- Go to . Look for X-Author For Excel System Properties. Click Manage.
-
Under this setting one entry needs to be created - If there are no records then click on New. Fill in the details as shown in the table below:
Name
System Properties
Instance Url
<Instance Url for your Salesforce Org>
For example: https://na16.salesforce.com
Note:If you see more fields under System Properties, keep them unchanged.
- Go to .
- Under this setting one entry needs to be created - if it doesn’t
exist. Below are the details:
Remote Site Name:
NewPresto OR you can specify any unique name
Remote Site URL:
Disable Protocol Security
Unchecked
Active
Yes
Configuring a Presto App
-
Create a new detail page button on your target object and configure the button setting as shown in the illustration below:
Text for a Button or Link URL must be set. Copy the code below into the text area.
/apex/Apttus_XApps__EditInExcelLaunch?selectedRecordId={!Account.Id} &"&appName=Quote Calculator&mode=touchless&outputType=None"Note:You can also set the information on a button, link or VF page by using the following API in a class:
Apttus_XApps.EditInExcelLaunchController editLaunch = new Apttus_XApps.EditInExcelLaunchController('TestPresto2', recId,'XLSX'); where the first parameter is the App name, second one is the record ID, and third one is the output format. This API returns a boolean value. On successful execution, the API returns true otherwise false.To access the package for Presto as an API contact the Apttus Customer Excellence by raising a case with them or Apttus Release Management Team.
-
Replace the following section of the code:
- selectedRecordId is the record id of the object that will trigger X-Author for Excel. For example if a button is created on the Account page, you will set the value as Account.Id.
-
appName is the name specified in Edit in Excel setup.
This is NOT the actual name of the X-Author for Excel app.For example, as seen in the picture below, the appName will be Quote Calculator as specified in Edit in Excel setup and NOT the actual name of X-Author for Excel app, which in this case is SFDC - Quote Calculator.
- outputType can either be None, EXCEL or PDF. When it is set as Excel or PDF, Presto will attach the filled app template as an attachment to the selected record. The filename will be Template.xlsx or Template.pdf when output type is Excel or PDF respectively.
