| # Excel Integration Settings (ttstpssidef) Use this session to specify general default settings for the Excel integration. Related topics "MS Excel integration" in the Infor Workspace-LN Plug-in - User Guide (U9647 US) "MS Excel integration" in the Infor ES Web UI online help Export Settings Use session defaults for quick export if present If this check box is selected, any specific export settings, which were saved as default for the session from which you want to export data, are used during a quick export. To create specific defaults for a session, use the Advanced Export (ttstpssiexp) session. If this check box is selected, while there are no specific export settings for the session concerned, the general default settings that are specified in the Excel Integration Settings (ttstpssidef ) session are used. If this check box is cleared, the general default settings that are specified in the Excel Integration Settings (ttstpssidef ) session are used. Related topics "MS Excel integration" in the Infor Workspace-LN Plug-in - User Guide (U9647 US) "MS Excel integration" in the Infor ES Web UI online help Rows If you do not select rows in the session where you start the export, the rows will be selected automatically, based on the value of this field. Allowed values
All | All rows within the session will be exported.
Visible | All rows displayed on your screen will be exported.
View / All | In various sessions, rows are displayed in groups (views). For example, in the Subcontracted Operations by Order (tisfc2110m000) session, operations are displayed per production order. If rows are displayed in groups, all rows of the current group will be exported. For example, all operation rows of the current production order are exported. If there is no grouping, all rows in the session will be exported.
View / Visible | If rows are displayed in groups, all rows of the current group will be exported. If there is no grouping, the rows displayed on your screen will be exported.
Fields The fields to be exported Allowed values
Current Tab | All columns of the current tab will be exported.
All Tabs | All columns of all tabs will be exported.
Sessions with sub sessions Some sessions have sub sessions running in tabs. Each sub session has its own toolbar. A sub session can also have its own tabs. For example, the Sales Order - Lines (tdsls4100m900) session has various sub sessions, such as Order Lines, Invoice Lines, and Back Orders. If you start the export from a main session, only data from that main session is exported. For example, if you start the export from the Sales Order - Lines (tdsls4100m900) session, data in the sub sessions running in the tabs is not exported. If you start the export from a sub session, data is exported from that sub session and from the main session. If you select Current Tab, data is exported from the main session and from the current tab in the sub session. If you select All Tabs, data is exported from the main session and from all tabs in the sub session. Data in the other sub sessions is not exported. Example The Back Orders sub session in the Sales Order - Lines (tdsls4100m900) session contains the Back Order and Order tabs. You start the export from the Order tab and you select Current Tab. Data is exported from the main session and from the Order tab. You start the export from the Order tab and you select All Tabs. Data is exported from the main session and from the Back Order and Order tabs. Open after export This field indicates whether the file should be opened automatically after the export to Excel. Allowed values
Yes | After the export, the file is opened automatically in Excel.
No | After the export, the file is not opened automatically.
Prompt | You are prompted whether the exported file should be opened in Excel.
File location The folder on the client PC where the file will be stored. Specify a folder to which you have write access. If you specify a folder that does not yet exist, you are prompted whether the folder should be created. Default Export The default export mechanism that is used when you click Export in the toolbar of a session. Allowed values Quick Export Advanced Export Import Settings Action to be taken after an error occurs This field specifies the behavior of the import process if an error is detected. Allowed values
Stop | Stop further processing.
Continue | Mark the current imported row as ‘ERROR’ and continue with the next row.
Prompt | Ask the user what action should be taken.
Overwrite existing records allowed This field specifies the behavior of the import process when inserting a record which is already present. If this check box is selected, the current record is overwritten with new values. If this check box is cleared, the current record is skipped. Add new records allowed This check box indicates whether the import is allowed to add new records. If this check box is selected, inserting records is allowed. If this check box is cleared, inserting records is not allowed. Only updates of records are possible. Open after import This field indicates whether the import file is opened after the import finishes. An additional column, containing the import results, is added in the import file. Allowed values
Yes | After the import, the import file is opened in Excel.
No | After the import, the import file will not be opened in Excel.
Prompt | After the import, a question is asked whether the import file should be opened in Excel.
Browse Starts a dialog where you can select a folder, on the client PC, to store the file. |