Designers

Users who can create applications using X-Author for Excel.

Runtime User

Users who can use the applications created using X-Author for Excel.

Change Source

Allows you to change the source environment.

App

Application built using X-Author for Excel.

Reporting

Type of application for data retrieval only.

Enterprise

This is a standard app type used for bi-directional movement of data between Excel and your environment.

Presto

Type of application for use cases requiring remote execution of an app. The runtime user does not open Excel to work with this type of app.

Power Admin

Type of application for use cases requiring data migration between orgs or instances. This app type enables features to aid in the data migration process.

Quick App

A Quick app is a 1 – 2 minute wizard experience where a designer can create a simple single object list on its own (for example, Opportunities) or a list filtered by a parent object (for example, Opportunities by Account).

Data Migration App

Type of application created using the Data Migration Wizard. This app is specifically designed for migrating data between two organizations or instances.

Display Map

Used to link fields to Excel cells for data that will be retrieved from your environment by an app.

Save Map

Used to link your environment fields to Excel cells for data that will be saved back to your environment.

Matrix Map

Using matrices, a record can be represented by one or more cells by mapping columns and rows (the X and Y axes) of a matrix as well as the data contained in the cell at the intersection of the mapped column and row.

Actions

Actions are used to create a specific user experience. They include ability to query, display, save, and manipulate data within the workbook.

Action Flow

An Action Flow is a sequential set of Actions that is executed when an end user clicks a Designer configured user menu button in runtime.

User Menus

User Menus allow the Designer to create menus that the end user will see in their Excel ribbon when they open an X-Author App in runtime.

Save App

Saves an application in your environment after you have created or edited an application.

App Settings

Options used to affect the runtime user experience, use protected worksheets, and secure Excel file saving and printing.

Sync App

An action in the Admin section of the X-Author Designer ribbon used to review and correct discrepancies between your app and environment data.

Source Data

Used to migrate data from one org or instance to another.

External Library

As an application designer, you can choose to create additional custom actions apart from the ones provided in the X-Author for Excel executable packages.

Import

Used to import a previously exported App into the instance to which you are connected.

Export

Used to export an app from one instance for the purpose of importing it to another.

Data Type

Type of field data. For Example: String, Text, Picklist, and more.

Edit In Excel

Mechanism to launch an app from your environment and open in Excel directly.

Matrix Row

Row insertion in matrix map.

Matrix Column

Column insertion in matrix map.

Matrix Sections

A section is an area of the matrix that represents a single record. It can include one or many row-column-data combinations.

Extend Section

Copies the properties of one matrix map section to other cells (similar to the Excel format paintbrush function).

Rendering Type

Used to determine how a row or column value is populated with Static and Dynamic as the options.

Value type

Value Type is applicable on for Static Rendering Type with Field Label and Field Value as the options.

Sort field

Sorting of fields in matrix map.

Grouped field

Grouping of fields in matrix map.

Display Add Row

Displays an Add Row button in runtime.

Display Add Column

Displays an Add Column button in runtime. Only applicable for Matrix Map.

Display Delete Row from Salesforce

Displays a button to delete a single row or multiple rows from Salesforce.

Display Chatter

Displays a Chatter button in runtime menu (specific to Salesforce).

Add Group

Grouping of user menu buttons in runtime.

Add Button

Adding a user menu button in runtime.

Add Step

Adding a step in an Action flow.

Remove Step

Removing a step in an Action flow.

Auto Execute (Regular)

Executes an action flow automatically, when an app is opened in runtime.

Auto Execute (Launch From Salesforce)

Executes an action flow automatically, when an app is launched as Edit in Excel.

Persist Data as Output

An action generating an output.

Provide Input

An action requiring input.

Suppress Save Message

Supresses the save message of a particular action, if you have multiple save actions in a single action flow. This is applicable to Save action only.

Action Output

Used when Persist Data as Output is selected.

Action Input

Used when Provide Input is selected.

Switch Connection

User action to switch to a different source environment.

Individual Field

Standalone fields which can be dragged and dropped by selecting the type to Individual and a single value of selected record is populated.

Repeating Field

Repeating fields can be dragged and dropped by selecting the type to Repeating in Display Map where multiple records will be rendered at runtime.

Layout (Display Map)

Records in a List object can be displayed either vertically or horizontally. In vertical layouts, records are presented as rows with each column being a field. For horizontal layouts, each record is a column and the rows are represented by the fields.

Mapped Details (Display Map)

Shows all the newly mapped cell locations.

Add Row

The Add Row Action lets you automatically add rows to the top or bottom of your spreadsheet as part of your flow

Clear

A Clear action clears the cells in the workbook for a specified Save Map.

Check-In

The Check-In action saves the Excel workbook to the Notes and Attachments of a designated record and then unlocks the workbook and enables it to be checked out by another user.

Check-Out

The Check-Out action provides the runtime user with a list of all files previously checked into the designated object or record and they can select one of those files to open. This then locks the file for other users until it is checked back in by the current user.

Data Set

The Data Set action in combination with automated functionality is used by X-Author to overcome various query limitations (simulates a SQL union function). This is specific to Salesforce.

Delete

The Delete Action deletes records for an object based on specific filter criteria.

Display

When data is retrieved from a environment using a Query or Search & Select action, it remains in memory until a Display Action places that data into the workbook based on a Display Map.

Macro

The Macro action executes a macro from the workbook. It can be executed at any time during an Action Flow and it can also be used to conditionally stop the next step in an Action Flow from executing.

Paste

The Paste action adds rows and pastes data from the clipboard into those rows.

Paste source data

The Paste Source Data action is the automated equivalent of the runtime Paste with Mapping feature and is primarily used for migrating data between orgs or instances.

Query

The Query action is a point-and-click query builder. The Query action retrieves data from your environment based on predefined parameters and, if specified, user input during App runtime.

Salesforce Method

The Salesforce Method action enables you to call Salesforce Apex classes.

Save

A Save Action pushes Excel workbook data into your environment based on a Save Map.

Save Attachment

The Save Attachment action saves the entire workbook or specific worksheets to the Notes and Attachments section of an Individual object.

Search and Select

The Search & Select action provides an interactive way for the end user to search for and select one or more records to retrieve from your environment.

Save As (Clone)

Creates a duplicate App with a new name.

Preview

You can use the Preview function in X-Author Designer to preview your app. Preview allows you to test the app as a runtime user.

Connect

Enables you to connect to an environment and also manage multiple connections to different environments.

Parent Object

Top most object in a hierarchy.

Child Object

Subordinate objects in a hierarchy (from child up to parent) to Selected Objects.

Remove Object

Removes a selected object from the list.

Search Fields

Searches for fields from the selected object.

Select Objects

List of all the available objects.

Selected Objects

List of all the selected objects including parent and child objects.

Disable Local Save File

Prevents a runtime user from using the Save, Save As, or Save and Send sub-menus of an Excel File menu.

Max. Attachment Size (in MB)

Limits the maximum size of an attachment that can be uploaded to Salesforce.

Disable Rich text editing

Prevents a runtime user from adding and editing rich text data,

Ignore Picklist Validation during save

Used to ignore picklist validation when saving the data back to your environment in runtime.

Disable Print

Prevents a runtime user from using Microsoft Excel's Print menu.

Auto Size Column Width

Automatically set the column width in runtime.

Max Column Width

Maximum width of an Excel column (in characters).

Display Filters

Displays filters you created in query action, to appear in the Excel worksheet.

Color for unsaved records

Set the color you want for unsaved records or fields.

Protect Sheet Setting

Displays a list of worksheets that have been protected and allows further settings.

General Settings

Settings for manually configuring proxy authentication to connect to your environment.