Office integration: Edit page properties
Enable Office Integration
With this setting, the edit page is converted into an input form
that you can use to create and edit additional information, such as the title,
the last edit date etc., in Microsoft Office.
Information about entering the title can be found
. Enter a label as
the title that describes what type of documents
are being accessed. With this title you can view and open documents in Office
You can add more information here.
Prepare uploaded Office documents for use with Office Integration
With this setting, Office documents will be transformed by Intrexx so that the
Office Integration can allocate the document accordingly. In some
circumstances, the setting can therefore not be activated elsewhere because
only one file field can be configured this way.
Drop-down lists for the Office add-in
to see what the input forms with the drop-down lists look like in
Drop-down list for "Open from Intrexx"
Here you can see all the fields that are displayed for the tabular list of
documents from the Intrexx portal that can be opened in Microsoft Office.
Drop-down list for "Save as in Intrexx"
This list will be shown when you want to save a document in Office
using the file menu item "Save as in Intrexx".
Drop-down list for selection of parent data record
This list can only be edited if the edit page is located in a child data
Edit drop-down list
In each case, opens a dialog
where the fields can be selected.
You can recognize an edit page with active Office integration in the
application structure by the
Some edit and view elements cannot be included in Office
integration. These elements will be automatically deactivated in the
Elements area and cannot be added to the edit page any more. Buttons
can be created (such as to use the edit page in the portal),
but will not be displayed when the input mask is loaded in MS Office.
The defined actions are, therefore, not available in Office. If the
edit page is accessed in the portal via the browser, the button will be
available as usual and will execute all configured actions. Scripts, which
have been defined on the edit page or by an element on the page, will
likewise not be executed when the page is loaded in MS Office. Groupings
can be created, but will be ignored in Office.
The permissions required for Office integration can be controlled from the properties dialog
The users of Office integration must at least have the data group
permissions "Read", "Add", and "Change"
for the data group that contains the edit page. These permissions
are required to edit the documents. Permission for the edit page,
which you can find on the "Pages" tab, is also
Documents in subordinate data groups
Managing documents in the portal can be structured
hierarchically with subordinate data groups. If you want to, for
example, administrate documents for business partners and documents that
apply to the customers of each partner, you will create a main data
group called "Partners" and a subordinate data group
In the properties dialog
of the edit page in the subordinate data
group, the "Drop-down list for selection
of parent data record"
can now be edited. To do so, proceed exactly as before when setting up
the lists "Open from Intrexx" and "Save as in
Intrexx", with the only difference being that all fields
from the superior data groups will be selected for the columns in the
list in MS Office.
The automatic assignment of the subordinate data set to the parent data
set in the MS Office dialogs will be taken care of for you by Intrexx
when you save a subordinate document in Intrexx.