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Office Integration: Properties Edit Page

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 list.

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 group.

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 application.

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 required.

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 named Customers.

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.