---
title: Configuration
description: "After you have successfully installed the application, you should configure Excel Writer. 1. Open M-Files Admin. 2. In the left-side tree view, expand the desired connection to M-Files Server. 3. In the left-side tree view, expand the *Document Vaults*. 4. Still…"
url: "https://extensionkit.unitfly.com/documentation/excel-writer-configuration/"
updated: "2025-05-01"
category: Configurations / Excel Writer
---

# Configuration

After you have successfully installed the application, you should configure Excel Writer.

1. Open M-Files Admin.
2. In the left-side tree view, expand the desired connection to M-Files Server.
3. In the left-side tree view, expand the *Document Vaults*.
4. Still in the left-side tree view, expand the vault where you installed the connector and select **Configurations**.
5. Expand *Other Applications*.
6. Expand *Extension Kit*.
7. 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. |