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