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Insert values from M-Files Object properties or copy cell ranges or entire sheets from source to target file based on business rules inside M-Files:

  • Map values from M-Files Object to any row and cell
  • Copy cell ranges or entire sheets from source to target file
  • Specify the rules.

Configuration #

After you have successfully installed the application, you should configure Excel Writer.

  1. Open M-Files Admin.
  2. In the left-side tree view, expand the desired connection to M-Files Server.
  3. In the left-side tree view, expand the Document Vaults.
  4. Still in the left-side tree view, expand the vault where you installed the connector and select Configurations.
  5. Expand Other Applications.
  6. Expand Extension Kit.
  7. Click on Excel Writer.

Field description #

FieldValueDescription
EnabledYes/NoSpecifies whether the module is in use.
Configuration modeSimple/AdvancedDisplay basic or advanced configuration options for module.
Rule Groups> Group
NameTextSpecifies group name.
Rule Groups>Group>Rule
NameTextCustom rule name.
DescriptionTextOptional rule description.
EnabledYes/NoSpecifies whether the rule is in use.
Configuration modeSimple/AdvancedDisplay simple or advanced configuration options for rule.
TriggerOne of the following: •  Object metadata changed
•   Object changed state
•  Object entered state •  Object left state
•  OnComment
Type of event that triggers the execution of this rule.
Object metadata changed. If this option is selected, rule will be executed only on any metadata change but not on file change. 
Object changed state. If this option is selected, rule will be executed when source object changes workflow state.
Object entered state. If this option is selected, rule will be executed when source object enters specified workflow state.
Object left state. If this option is selected, rule will be executed when source object lefts specified workflow state.
On comment. If this option is selected, rule will run whenever a comment is added to the source object.
Rule Groups>Group>Rule>Source filename wildcard
Filename wildcard [n]TextFilename wildcards used to select files from object on which action will be executed.
Rule Groups>Group>Rule>Monitored property condition
PropertyProperty definitionProperty whose value will be checked.
Monitor typeOne of the following: •  AnyChange •  WithConditionAny change – all changes will be monitored, and rule will be triggered on any property change.
With condition – rule will be triggered on property change only if specified condition is satisfied.
Rule Groups>Group>Rule>Monitored property condition>WithCondition
Value fromOne of the following: • CurrentVersion • PreviousVersionExecute condition for property value in selected object version.
OperatorOne of the following:
•  =
•  !=
•  >
•  <
•  >=
•  <=
•  Contains
•  Does not contain
•  Starts with
•  Does not start with
Operator for monitored property condition.
Value modeOne of the following: •  Dynamic value •  Static value
•  Empty value
Property value to use in condition. Can be static or dynamic (from current object).
ValueValueProperty value to use in condition.
Rule Groups>Group>Rule>Trigger source
Object typeList of object typesObject type of source object.
ClassList of classesClass of source object.
WorkflowWorkflowWorkflow of source object.
StateWorkflow stateWorkflow state of source object. Note! If you have entered a state, you must also enter the workflow above.
Rule Groups>Group>Rule>Trigger source>Search filters
Search conditionSearch conditionsOptional additional conditions that source object needs to satisfy. Conditions inside a single filter are combined with AND, while multiple filters are combined with OR operator.
Look inOne of the following:
• Latest obj version
• All obj versions
When trying to match the above source conditions, look in all object versions, or only the latest one.
Latest obj version. If this option is selected, the current object version must match the specified conditions for object to be treated as source for this rule.
All obj versions. If this option is selected, any object version must match the specified conditions for object to be treated as source for this rule.
Rule Groups>Group>Rule>File action
NameTextUnique action name
DescriptionTextOptional action description
EnabledYes/NoSpecifies whether the action is in use.
ActionOne of the following: •  CopyContent
•  Cell
CopyContent. If this option is selected cell range or entire sheet from source Excel file will be copied in target Excel file.
Cell. If this option is selected value from M-Files object property will be inserted in selected cell.
Map modeOne of the following: •  SourceObject •  SpecifyTargetObjectSourceObject. If this option is selected file action will be executed on source object. SpecifyTargetObject. If this option is selected file action will be executed on specified target object.
Target objectTarget object search configuration when Map mode SpecifyTargetObject is selected.
Target filename wildcardsTextFilename wildcards used to select target files to which content will be copied to.
Rule Groups>Group>Rule>File action>Configuration>Cell
Action typeOne of the following: •  Header
•  Footer
•  Cell
Type of cell that you want to set on Excel document.
Set cell value by cell aliasYes/NoDetermines whether cell value will be set by cell alias or the defined sheet, row and column.
Cell aliasTextOptional alias of the cell, value will be set to, if set.
SheetTextName of the sheet property value will be set to.
PositionOne of the following: •  Left
•  Center
•  Right
Choose header/footer cell position that value from M-Files property will be set to.
ColumnColumnExcel column of cell, value will be set to (A, B, C, …).
RowRowExcel row of cell, value will be set (1,2,3, …).
Cell valueText with placeholdersSpecifies value to set using properties from source object.
Rule Groups>Group>Rule>File action>Configuration>CopyContent
Action typeOne of the following: •  Range
•  Sheet
Type of content copy action that you want to execute from source excel document to target excel document.
Range
If this option is selected file action will find defined range by alias in source file and copy its content to the defined range by alias in the target file.
Sheet
If this option is selected file action will find defined sheet by name in source file and copy its content to the defined sheet by name in the target file.
Range nameTextCell range alias content will be copied from.
Target range nameTextCell range alias content will be copied to. When alias of target range is the same as in source document you can leave it empty.
SheetTextName of the sheet content will be copied from.
Target sheetTextName of the sheet content will be copied to. When name of target sheet is the same as in source document you can leave it empty.

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