Autogenerating custom spreadsheets
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.
- From the Application Administration Console, click the Custom Configuration tab.
- From the Application Settings list, select Foundation> Advanced Options> System Configuration Settings - Schema Names.
- From the Schema Names form, complete the required fields. You must:
- Select the Form Lookup check box, which requires that you enter a unique form code in the Form Code field.
- Select Staging Form in the Form Type list.
- To save your changes, click Save.
To automatically generate a spreadsheet
- To automatically generate spreadsheets, click Create in the Spreadsheet Management window.
Enter the required information and select the Custom Template spreadsheet type in the details for your spreadsheet.
- Click Save, filter the spreadsheets table to find your record, and highlight the record.
- Click Generate.
- 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. - 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.
- Click Generate Spreadsheet. To view the generated spreadsheet, click Download.
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