Add document record fields - Microsoft Excel

To each document record, add the data fields which values must be exchanged. For external file-based documents, set up the fields in line with naming in the file.
For Microsoft Excel documents, fields can be of any type.
This topic explains how to add record fields to a Microsoft Excel document.

If fields are already initialized for, selected for, or copied to the record, you can review and complete the setup for these fields. To do so, skip step 6.

Standard procedure

1.	Click Connectivity studio Integration Design.
2.	Click the Documents tab.
3.	In the list, find and select the desired Microsoft Excel document.
4.	Click Edit.
5.	In the Records section, in the Record list, find and select the desired record.
6.	Click New.
7.	As a field name, enter a free-definable name. Usually, this is the name used in the external file.
	In the Field name field, type a value.
	Note: The value of this field cannot have spaces.
8.	As a record table, enter a free-definable name. Usually, this is the name used in the external file. The value, as entered in the Field name field, is the default value. You can change this value.
	In the Record table field field, type a value.
	Note: The value of this field cannot have spaces.
9.	Indicate if the field is a key field for the record.
	Select the Key field check box.
10.	Indicate if the field is mandatory to be filled. If on processing the document, the field has no value and Mandatory is set to: - Yes, an error is given, and the document is not processed. - Warning, a warning message is given, but the document is processed. - No, the document is processed.
	In the Mandatory field, select an option.
11.	Set the field length carefully. Make sure, the number of characters is sufficient to contain the value. If you set the length too short, you will use value characters.
12.	Define the data type of the value to be read from or written to Microsoft Excel to correctly import or export data the data.
	In the Type field, select an option.
	Note: In Microsoft Excel, you can use formulas to calculate the value of a field. Also calculated values can be read from a Microsoft Excel file.
13.	Sub-task: Set external references for record.
13.1	In the Line details section, set the external references for the record. You can indicate which of the records fields contains the unique ID of the record in the external database. In this way, you link the external ID to the record ID.
	In the External reference field, enter or select a value.
	Note: Usually, you only use this for an ODBC connection with CRM or if you use web services.
13.2	You can indicate which of the records fields contains the revision of the record in the external database. In this way, you find and link the latest revision to the record ID.
	In the Revision field field, enter or select a value.
	Note: You can only use this field in combination with the External reference field.
14.	Close the page.

Add document record fields - Microsoft Excel Application task

Standard procedure

Add document record fields - Microsoft Excel
Application task