X-Author for Excel Runtime Functions
The following runtime functions are available for X-Author for Excel apps.
Switch Connection
To connect to your environment from X-Author for Excel at Runtime
- Under the Create a new connection section and in the Name field, enter the user name.
Opening Apps
To open an App, you must be connected to your instance.
To open an app
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Click Apps and then click Open Application to view the available Apps to open.
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Either scroll down to find an App or enter in the App name in Search by Application Name and click Search. Then either double-click on the App or click Select.
Note:The My Apps check box is an App designer option only for testing apps.
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You can also select an App from the shortcut list.
After the App loads into Excel, you will see custom menus created specifically for the chosen app, such as Retrieve Opportunities, as well as one or more of the X-Author for Excel standard buttons: Add Row, Paste, Delete Row(s) from your environment.
Adding Rows or Records to a List
New rows or records can be added to a list in Excel in one of two ways: either by using the Add Row button or by using one of the Paste functions from the Paste drop-down menu after you have copied spreadsheet data.
To add a row or record
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Click on the top part of Add Row to insert a single row or record.
There are three variations of the Paste function: Paste Values Only, Paste All, and Paste from Mapping.
If you are copying data from another worksheet (same or different workbook), Paste eliminates the need to use the Add Rows function. It automatically adds the exact number of rows and pastes the data into those rows simultaneously.
- Use the standard Excel copy function or Ctrl+C to copy data from the source.
- Click to add rows and paste the data values.
- Click to add rows and paste the data including formulas.
Adding Rows and Columns to a Matrix
Using the Add Matrix Row and Add Matrix Column buttons, you can add more data to your matrix. However, there are specific rules you must follow. The only time you can add a column or a row is when that row or column is defined with a Rendering Type of "Dynamic" and a Field Type of "Field Value". If either the Rendering Type is set to Static, or the Field Type is set to Field Label, or both, then you cannot add the row or column to the matrix at runtime. Click the link after the following image to see all the possible combinations and which combinations allow you to add rows and columns to matrices.
See all possible matrix combinations and whether or not you can add rows and columns
|
Matrix Configuration |
Add Row? |
Add Column? | ||||
|---|---|---|---|---|---|---|
|
NO |
NO | ||||
|
NO |
NO | ||||
|
NO |
YES | ||||
|
NO |
NO | ||||
|
NO |
NO | ||||
|
NO |
YES | ||||
|
YES |
NO | ||||
|
YES |
NO | ||||
|
YES |
YES |
Paste from Mapping
This function is used during data migration between orgs and is specifically for copying data between source and target workbooks. Refer to Migrating Data Between Orgs for more details.
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Select the source workbook file that contains the data to be copied and click Open.
Data is transferred from the source file to the Target App.
Deleting Records from Salesforce
To delete a row or multiple rows, select the row or consecutive rows and click Delete Row(s) from Salesforce. X-Author for Excel will then ask you to confirm deletion of these rows. After you click Yes, the records will be removed from Salesforce without any further save action or other user action. The rows will also be removed from the worksheet.
Adding and Deleting Records
Whenever a user right-clicks a cell, if the cell is a part of a Repeating range or is of type "Save Field Only," then the X-Author add row menu and remove row menu is displayed in the context menu. The native Insert or Delete function disappears. The Add or Remove menu is enabled.
The menu functionally behaves the same as Current Add Row menu.
Limitations of the Add Rows and Delete Rows functions
The user cannot access shortcut keys (Ctrl + and Ctrl -.) to insert or delete rows.
Chatter (For Salesforce)
This option opens a Salesforce Chatter feed in a separate window pane to the right of your Excel workbook. It provides both the Chatter feed and various options to share all or parts of your workbook directly into Chatter feeds. The X-Author for Chatter functionality requires both a Salesforce Chatter license that provides API access and an X-Author for Chatter license. For more detailed instructions, please refer to the X-Author for Chatter guide.
Rich Text
If a rich text field has been included in a list, it will display as either Click here to Add or Click here to Edit depending on whether that field already has data or not. When you click on a rich text field, it will launch a side window that can be used to add or edit rich text. When you have completed the rich text modifications for a record, click Save to Excel. When you are done with all other changes to this or other records, then use the menu button provided in the template to save the data to Salesforce.
