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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