Office integration: Edit page properties
Enable Office integration
With the setting Enable Office integration
an edit page is converted into an input mask that you can use to create
and edit additional information, such as the title, the last edit date
etc., in Microsoft Office.
Static title / Title from constants
Information about entering the title can be found
. Enter a label as
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.
Prepare uploaded Office documents for use with Office Integration
With this setting, Office documents will be modified 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 with it.
Drop-down lists for the Office add-in
Drop-down list for "Open from Intrexx"
Edit drop-down list
to open a dialog in which you can compile the
fields for the list that shows the portal's documents that are going to be
opened in Microsoft Office.
Drop-down list for "Save as in Intrexx"
Compile the fields in the same way here. 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 subordinate data
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
and can not 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, that
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,
for the data group in which the edit page is found. 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
, 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.