Winshuttle WebTips: Interactions Between Composer and Excel Files

Winshuttle WebTips: Interactions Between Composer and Excel Files

Excel and Winshuttle Composer CPSIn this Winshuttle WebTips episode, brought to you by Clear Process Solutions, we will cover user-friendly and out-of-the-box ways that Composer can interact with Excel files. Demos include exporting to Excel and importing from Excel.

Our recent complimentary Winshuttle monthly training session covered:

1. Exporting to Excel

  • Exporting a repeating table to an excel file which allows easy creation of a template to be used for importing data.

2. Importing from Excel

  • Creating a user-friendly template of a repeating table which will mitigate validation errors when loading many lines at once.
  • Setting up a download button to ensure data templates remain up-to-date within the form, and the user always has access to the most recent version.

Watch the entire WebTips session focusing on interactions between Excel and Composer:

View all of our Winshuttle WebTips training videos on our YouTube Channel:

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Still have questions regarding this topic or any other Winshuttle features? The CPS experts are here to help.

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Posted: 7/06/2020 5:17:27 PM by Kent Engel | with 0 comments

Filed under: Winshuttle, Winshuttle Training, WebTips

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