Autogenerating custom spreadsheets


In cases when you want to add a number of new forms with many fields to an existing spreadsheet, autogenerating a spreadsheet might be more efficient.

When you automatically generate a spreadsheet, you select from a list of available load forms such as AR Systemforms. After you generate the spreadsheet, these forms appear in the spreadsheet as tabs. You can also customize the fields that appear as columns in the generated spreadsheet.

Before you begin

You must register a staging schema name before autogenerating custom spreadsheets. 

To register a staging schema name

Users with AR Administrator permissions can register any new custom forms that will be used to automatically generate spreadsheets. This is a prerequisite task that must be completed before you can automatically generate spreadsheets.

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select Foundation> Advanced Options> System Configuration Settings - Schema Names.
  3. From the Schema Names form, complete the required fields. You must:
    1. Select the Form Lookup check box, which requires that you enter a unique form code in the Form Code field.
    2. Select Staging Form in the Form Type list.
  4. To save your changes, click Save.

To automatically generate a spreadsheet

  1. To automatically generate spreadsheets, click Create in the Spreadsheet Management window.
  2. Enter the required information and select the Custom Template spreadsheet type in the details for your spreadsheet.

    Error
    Warning

    The spreadsheet description should not exceed 30 characters.

  3. Click Save, filter the spreadsheets table to find your record, and highlight the record.
  4. Click Generate.
  5. In the Autogenerate Spreadsheet window, select forms from the Available Forms list (load forms list) to populate the Selected Forms list.
    These forms appear in the spreadsheet as tabs.
  6. To customize the fields, click Field Selection and make the required field selections.
    These fields appear in the spreadsheet as columns. You can choose to perform the following tasks:
    • Select True in the Cond. Req column for a field to make the field a Conditional Required field which appears in orange color in the spreadsheet. You must click the Save icon to save this change.
    • Keep the default of False in the Cond. Req column for a field, which means that the field will be required (appears as green in the spreadsheet) or optional.
    • Add a custom field by selecting from the drop-down list and clicking Add.
  7. Click Generate Spreadsheet. To view the generated spreadsheet, click Download.


 

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