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X-Author for Excel

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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X-Author for Excel

Designing Apps

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To create an app using X-Author Designer

  1. In the ribbon menu, click the apps button and select New App.


  2. Type the app name in the App Name field. This name will display as the window title in the Excel worksheet at runtime. Use only English characters for the app name. Non English characters are not supported as they impact import/export operations, offline capability and more.


    Tip:

    Give your app a name that is concise but also summarizes the basic purpose of the app.

  3. To use a new Excel template, click the New radio button. Although most existing templates can be used, it is sometimes easier to start with a clean workbook unless users are very familiar with the existing file and change management is a concern.
  4. To create an app from an existing Excel file, click the Existing radio button and then click Browse to select the template file.
  5. Click Next.
  6. In the ribbon menu, click Save App.

You have created an app shell and you are ready to add the various Designer components.

Salesforce
X-Author for Excel

January 2, 2025