Saving Values from Bank Statements in M-Files object #
Customer wants to save important information’s from CashFlow statement in M-Files properties. The Excel table that the Customer gets from the Bank is displayed below.
![](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/05/Untitled-6-1024x635.png)
Customer wants to insert in CashFlow Statement object in M-Files the key value from report for each business year. This Excel with Cash Flow information is saved in separate object named Bank Report in M-Files. We want to fill information from that Excel to CashFlow object.
Configuration #
![](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/05/Untitled-7.png)
In M-Files, there is an object Bank Report, which is an Excel file containing important CashFlow information.
![](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/05/Untitled-8.png)
Also, there is an object to which the Customer wants to insert values from Excel.
![configuration of excel integration - insert values from excel](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/05/Untitled-9.png)
As the rules are filled for value Excel action [1], for subsequent values, the rules are configured the same way.
![configuration of excel integration - insert values from excel](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/05/Untitled-10.png)
On object change, values in target properties will be filled with information from Excel file.
![](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/05/Untitled-11.png)
Connect questionnaires with M-Files objects #
Company wants to save results of Customer Excel Feedback Form in M-Files. When customers sends Excel its automatically saved in M-Files in class Customer Feedback Form. To successfully complete the Customer Feedback pattern in M-Files, the source object must have a link to the pattern form.
![](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/05/Untitled-12-852x1024.png)
The Excel table that the Customer sends is displayed below:
![](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/05/Untitled-13-1024x935.png)
Configuration #
![configuration of excel integration - connect questionnaire with M-Files object](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/05/Untitled-14-972x1024.png)
![configuration of excel integration - connect questionnaire with M-Files object](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/05/Untitled-18-637x1024.png)
![](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/05/Untitled-17-855x1024.png)