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
Add Row Action	Adds a row to the top or bottom of your Display Map.
Check-In	Saves the Excel file to Notes and Attachments in your environment and unlocks the file.
Check-Out	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.
Clear	Clears cell data.
Data Set	Combines outputs of Query Actions to overcome SOQL limitations.
Display	Places retrieved data in the worksheet based on a Display Map.
Macro	Runs an existing macro.
Paste	Counts the rows from which data has been copied and then pastes the copied data into those rows.
Query	Queries data from your environment.
Salesforce Method	Calls a Salesforce Method.
Save	Saves worksheet data to the environment based on a Save Map.
Save Attachment	Saves the entire Excel file or specific worksheets in the Excel file to Notes and Attachments as an xls or pdf.
Search and Select	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.
Switch Connection	Switches between orgs to allow uploading and downloading data across multiple orgs.