Setup Excel Connect

Excel Connect Template Configuration:

To configure an Excel Connect Template, follow below steps:

  • Login to MDO with login credentials
  • Click on setting icon located on the top right section.
  • Click on “Modules”
  • Click on the module for which you want to configure the Excel Connect Template
  • Click on “Mass Layouts”
  • Click on “Add New”

Below is the of list details required to be filled:

Column Details
Name Fill in the relevant name for the template.
Validation Select “Yes” if you want to validate the data before uploading it using the excel connect. Select “No” if you do not want to validate the data before uploading.
Dropdown

 

Select “Yes” if you want the dropdown values to appear in the excel connect. Select “No” if you do not want the dropdown values to appear in the excel connect.
  • Fill in the details and click on “Save”
  • Click on “Details”
  • Search the field which you want to add to the excel connect template.
  • Click on “Add” to add the field to the template.

Below is the list of the actions you an perform in this section:

Column Details
Read Only Check the “Read only” option against the field which you want to make read only in the template.
Mandatory Check the “Mandatory” option against the field which you want to make mandatory in the template
Set Default Click on this button if you want to set default values for the fields
Set Default Value Fill in the default value for the field
  • Click on “Assign Field” to assign the fields to the template.
  • Click on “Assign” and specify the role(s) which have/do not have access to the Excel Connect Template by checking/unchecking the check box from the field “Choose” for the respective role.

 

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