Microsoft Excel

Activities in Process Builder

You can use out-of-the-box activities for Microsoft Excel to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

The following activities are available for Microsoft Excel.

• Excel Read (Document tab)
• Excel Write (Document tab)
• Read Excel Table (Document tab)
• Write Excel Table (Document tab)
• Excel Calculate (SharePoint tab)
• Excel Read (SharePoint tab)
• Excel Write (SharePoint tab)

Lookups in eForm Builder

You can create lookups for Microsoft Excel in eForm Builder and form-based apps.

A lookup is an automated procedure that retrieves data from an external data source, such as a database or third-party service, to display runtime. For example, you can use a lookup to populate the options in a list on an eForm.

For more information, refer to Microsoft Excel Auto-Lookup configuration.

This image is only one example configuration screen from the Auto-Lookup form control. It does not show all the configuration options, and lookups can be configured and executed in multiple ways. The Auto-Lookup control can perform a lookup for eForms or other controls. However, many other form controls have built-in lookup capabilities — for example, the Drop-Down List form control. For information about how to configure lookups, refer to eForm Controls.

Data Source for Process-Based Apps

You can use Microsoft Excel as a primary data source for your process-based app. A primary data source provides a default data model for your app.

For more information, refer to Process-based app data source.

Data Source for Form-Based Apps

You can use Microsoft Excel as a primary data source for your form-based app. A primary data source provides a default data model for your app.

For more information, refer to Form-based app data source.

Import and Export Entities or Entities in Data Entities

You can use a Microsoft Excel file to import records to or export records from an existing entity in Data Entities. This function can be used to create a new entity, update an existing entity, or export the data and metadata for an existing entity.

• Import Data screen
• Export Data screen

Export Entity Model in Data Entities

You can use a Microsoft Excel file to download an entity model, which is is the metadata for an entity, from Data Entities.

For more information, refer to Export Template screen.

Import and Export Picklists and Picklist Items in Data Entities

You can use a Microsoft Excel file to import or export picklists or picklist items in Data Entities.

For more information, refer to:

• Import Picklist screen
• Import Picklist Items screen
• Export Picklist screen
• Export Picklist Items screen

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