Customizing the App Experience
Actions are used to create a specific user experience. They include being able to query, display, save, and manipulate data within the workbook. The top section of the Actions menu button provides access to existing Actions. Click the down arrow at the bottom of the button to create new Actions. Click on the Action Name in the following table for more information on the action.
|
Action Name |
Action Type |
|---|---|
|
Adds a row to the top or bottom of your Display Map. |
|
|
Saves the Excel file to Notes and Attachments in your environment and unlocks the file. |
|
|
Opens a previously saved X-Author for Excel file from your environment Notes and Attachments and then locks the file to prevent editing by any other user. |
|
|
Clears cell data. |
|
|
Combines outputs of Query Actions to overcome SOQL limitations. |
|
|
Places retrieved data in the worksheet based on a Display Map. |
|
|
Runs an existing macro. |
|
|
Counts the rows from which data has been copied and then pastes the copied data into those rows. |
|
|
Queries data from your environment. |
|
|
Calls a Salesforce Method. |
|
|
Saves worksheet data to the environment based on a Save Map. |
|
|
Saves the entire Excel file or specific worksheets in the Excel file to Notes and Attachments as an xls or pdf. |
|
|
Allows a user to search for and select data that will then be retrieved into the workbook or that will provide a filter to a subsequent search or query. Retrieves data from your environment based on the user record selection. |
|
|
Switches between orgs to allow uploading and downloading data across multiple orgs. |
