The setting to Activate Office Integration converts
the edit page to an input mask, in which you can later enter and edit
additional information in Microsoft Office, such as the title, the last
edit date, and more.
Under Title, enter a name that describes the type
of document you will access. Under this title, you can later show and
open documents in Office in a list. In Description,
you can enter additional information.
In the lower area of the dialog you will define, in the field Drop-down
list for “Open from Intrexx”, the
information that the list in Office will contain, from which you can
reach the documents in the portal.
By clicking Edit selection list, a
dialog will be opened in which you can put together the fields for the
The selected fields will now be entered to the Drop-downlist
for “Open from Intrexx”, Now you will put
together the fields for the Drop-down list for
“Save in Intrexx as” in the same way.
This list will be shown when you want to save a document in Office
using the file menu item Save as in Intrexx.
The Drop-down list for selection of parent data set
may only be edited if the edit page is located in a subordinate data
You can recognize an edit page with active Office integration in the
application structure by the red marker.
Some edit and view elements cannot be included in an Office
integration. These elements will be automatically deactivated in the
area Elements and may not be entered again to the edit page. Buttons
can be created (such as in order to use the edit page in the portal),
but will not be displayed upon loading the input mask in MS Office.
These 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. Script that
has been defined on the edit page or by an element on the page will
likewise not be executed upon loading the page in MS Office. Groupings
can be created, but will ignored in Office.
Finally, only the application permissions must now be set up as well.
The permissions can be controlled from the properties dialog of the
You must assign users of Office integration at least the data group
permissions read, add, and change
to the data group in which the edit page is found. These permissions
are required to edit the documents. The permissions to the edit page,
which you can find on the Pages tab, are also
Documents in subordinate Data Groups
The management of documents in the portal can be structured
hierarchically with subordinate data groups. If you want to, for
example, administer documents for business partners and documents that
apply to the customers of each partner, you will create a main data
group named Partners and a subordinate data group
In the properties dialog of the edit page in the subordinate data
group, the Drop-down list for
of parent data set
can now be edited. To do so, proceed exactly as before when setting up
the lists Open from Intrexx and Save in
Intrexx as, 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 accomplished for you by Intrexx
when you save a subordinate document in Intrexx.