cancel
Showing results for 
Search instead for 
Did you mean: 
cancel
Showing results for 
Search instead for 
Did you mean: 

Community Tip - Did you get an answer that solved your problem? Please mark it as an Accepted Solution so others with the same problem can find the answer easily. X

Project Selection in MS Excel Integration

nborrerojr.
12-Amethyst

Project Selection in MS Excel Integration

How do I make the project field selectable in the Excel integration?

excelIntegration.png

ACCEPTED SOLUTION

Accepted Solutions

IMHO it works as follows:

1. you define / selct the mapping template , e.g. "Microsoft Excel Defects".

The template defines whether you word with items based on a query, or Content based on document ID, summary and Project.

2. your template is set to items based on query and you select a query, e.g "quick query".

In your query definition you can define the project to work in and you can add the project field to the default columns.

The Excel Integration can only utilize the mapping and the querie you previviously defined.

View solution in original post

1 REPLY 1

IMHO it works as follows:

1. you define / selct the mapping template , e.g. "Microsoft Excel Defects".

The template defines whether you word with items based on a query, or Content based on document ID, summary and Project.

2. your template is set to items based on query and you select a query, e.g "quick query".

In your query definition you can define the project to work in and you can add the project field to the default columns.

The Excel Integration can only utilize the mapping and the querie you previviously defined.

Announcements


Top Tags