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X-Author for Excel

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X-Author for Excel

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Launching an X-Author for Excel App from Apttus Omni

You can launch an X-Author app directly from a button on any page in Apttus Omni. After clicking the button, the app opens in Microsoft Excel and automatically executes based on one or more defined action flows.

Prerequisites

  1. In your tenant, go to the Layout Builder. Use the URL: https://yourTenantEndpoint/ui/layoutbuilder/
  2. Find the Layout on which you want to configure Launch X-Author for Excel button.
  3. Add the button to the selected Layout and provide a name. Name it Launch XAE or whatever you want.


  4. Click on new button and go to Properties and click Edit JSON.


  5. Click on Text from Tree drop-down on EditJSON popup and you will get JSON text.



  6. Copy Following JSON text there.

    { "type": "Button", "label": "Launch X Author", "actionFunc":"xAuthor::launchApp", "xAuthorAppId":"17776ae9-dec3-4781-9111-5c0f0c472ebb", "xAuthorHostUrl":"https://apttus-clm-dev1.crm.dynamics.com" }



  7. xAuhorAppId value should be UniqueID field value of XAE App, to get UniqueId value, go to this link https://yourTenantEndpoint/ui/common/entity/xae_App. Find XAE App you want to launch on click of this button and Click on it, you will go to Details view page where you will Unique Id Value.



  8. xAuthorHostUrl value should be your Tenant End Point URL only e.g. https://dev2-eng4-aql.apttuscloud.io. Save layout and it should appear on your layout in AIC page.

Salesforce
X-Author for Excel

January 2, 2025