After you have successfully installed the application, you should configure Excel Writer.
- Open M-Files Admin.
- In the left-side tree view, expand the desired connection to M-Files Server.
- In the left-side tree view, expand the Document Vaults.
- Still in the left-side tree view, expand the vault where you installed the connector and select Configurations.
- Expand Other Applications.
- Expand Extension Kit.
- Click on Excel Writer.
Field description #
| Field | Value | Description |
|---|---|---|
| Enabled | Yes/No | Specifies whether the module is in use. |
| Configuration mode | Simple/Advanced | Display basic or advanced configuration options for module. |
| Rule Groups> Group | ||
| Name | Text | Specifies group name. |
| Rule Groups>Group>Rule | ||
| Name | Text | Custom rule name. |
| Description | Text | Optional rule description. |
| Enabled | Yes/No | Specifies whether the rule is in use. |
| Configuration mode | Simple/Advanced | Display simple or advanced configuration options for rule. |
| Trigger | One of the following: • Object metadata changed • Object changed state • Object entered state • Object left state • OnComment |
Type of event that triggers the execution of this rule. Object metadata changed. If this option is selected, rule will be executed only on any metadata change but not on file change. Object changed state. If this option is selected, rule will be executed when source object changes workflow state. Object entered state. If this option is selected, rule will be executed when source object enters specified workflow state. Object left state. If this option is selected, rule will be executed when source object lefts specified workflow state. On comment. If this option is selected, rule will run whenever a comment is added to the source object. |
| Rule Groups>Group>Rule>Source filename wildcard | ||
| Filename wildcard [n] | Text | Filename wildcards used to select files from object on which action will be executed. |
| Rule Groups>Group>Rule>Monitored property condition | ||
| Property | Property definition | Property whose value will be checked. |
| Monitor type | One of the following: • AnyChange • WithCondition | Any change – all changes will be monitored, and rule will be triggered on any property change. With condition – rule will be triggered on property change only if specified condition is satisfied. |
| Rule Groups>Group>Rule>Monitored property condition>WithCondition | ||
| Value from | One of the following: • CurrentVersion • PreviousVersion | Execute condition for property value in selected object version. |
| Operator | One of the following: • = • != • > • < • >= • <= • Contains • Does not contain • Starts with • Does not start with |
Operator for monitored property condition. |
| Value mode | One of the following: • Dynamic value • Static value • Empty value |
Property value to use in condition. Can be static or dynamic (from current object). |
| Value | Value | Property value to use in condition. |
| Rule Groups>Group>Rule>Trigger source | ||
| Object type | List of object types | Object type of source object. |
| Class | List of classes | Class of source object. |
| Workflow | Workflow | Workflow of source object. |
| State | Workflow state | Workflow state of source object. Note! If you have entered a state, you must also enter the workflow above. |
| Rule Groups>Group>Rule>Trigger source>Search filters | ||
| Search condition | Search conditions | Optional additional conditions that source object needs to satisfy. Conditions inside a single filter are combined with AND, while multiple filters are combined with OR operator. |
| Look in | One of the following: • Latest obj version • All obj versions |
When trying to match the above source conditions, look in all object versions, or only the latest one. Latest obj version. If this option is selected, the current object version must match the specified conditions for object to be treated as source for this rule. All obj versions. If this option is selected, any object version must match the specified conditions for object to be treated as source for this rule. |
| Rule Groups>Group>Rule>File action | ||
| Name | Text | Unique action name |
| Description | Text | Optional action description |
| Enabled | Yes/No | Specifies whether the action is in use. |
| Action | One of the following: • CopyContent • Cell |
CopyContent. If this option is selected cell range or entire sheet from source Excel file will be copied in target Excel file. Cell. If this option is selected value from M-Files object property will be inserted in selected cell. |
| Map mode | One of the following: • SourceObject • SpecifyTargetObject | SourceObject. If this option is selected file action will be executed on source object. SpecifyTargetObject. If this option is selected file action will be executed on specified target object. |
| Target object | Target object search configuration when Map mode SpecifyTargetObject is selected. | |
| Target filename wildcards | Text | Filename wildcards used to select target files to which content will be copied to. |
| Rule Groups>Group>Rule>File action>Configuration>Cell | ||
| Action type | One of the following: • Header • Footer • Cell |
Type of cell that you want to set on Excel document. |
| Set cell value by cell alias | Yes/No | Determines whether cell value will be set by cell alias or the defined sheet, row and column. |
| Cell alias | Text | Optional alias of the cell, value will be set to, if set. |
| Sheet | Text | Name of the sheet property value will be set to. |
| Position | One of the following: • Left • Center • Right |
Choose header/footer cell position that value from M-Files property will be set to. |
| Column | Column | Excel column of cell, value will be set to (A, B, C, …). |
| Row | Row | Excel row of cell, value will be set (1,2,3, …). |
| Cell value | Text with placeholders | Specifies value to set using properties from source object. |
| Rule Groups>Group>Rule>File action>Configuration>CopyContent | ||
| Action type | One of the following: • Range • Sheet |
Type of content copy action that you want to execute from source excel document to target excel document. Range If this option is selected file action will find defined range by alias in source file and copy its content to the defined range by alias in the target file. Sheet If this option is selected file action will find defined sheet by name in source file and copy its content to the defined sheet by name in the target file. |
| Range name | Text | Cell range alias content will be copied from. |
| Target range name | Text | Cell range alias content will be copied to. When alias of target range is the same as in source document you can leave it empty. |
| Sheet | Text | Name of the sheet content will be copied from. |
| Target sheet | Text | Name of the sheet content will be copied to. When name of target sheet is the same as in source document you can leave it empty. |
