System Administration

Enable Excel Integration

To use Excel Integration on a Construct page or a page in a custom WebApp, the feature must be enabled by the page Designer for that page.

NOTE: For Excel Integration to work, at least one field must be included in the Horizontal View but it can be hidden. Refer to Set Column Control Status for more information.

To enable Excel Integration:

  1. Navigate to the page where Excel Integration should be enabled.
  2. Click the Change Settings icon in the Site toolbar.
  3. Select Design.
  4. Click Vertical View for the page.
  5. Click the Advanced Properties tab.
  6. Check the Enable Excel integration check box; an Excel tab displays.
  7. Click the browser to return to the Stewardship Tier page.
  8. Refresh the screen.
  9. Click the page gear; the Excel Integration option displays in the page gear menu.