Excel add in - lookup columns

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Posted on by Frank Bruemmer

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Hello,

does anyone know what determines the columns that are displayed in a excel add in lookup ? For instance, when looking up itemId, there's company account, itemId and product number columns in the lookup. I need to add the item name as a column. I understand that the relation in the underlying data entity is somehow responsible for that. I can relate to other entities but I get either the same columns or no lookup at all. What am I missing ?

Best regards

Frank

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André Arnaud de Cal... 306,330 Super User 2026 Season 1 on at

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Hi Frank,

You can add fields to the AutoLookup field group on the data entity. I thought that is the list being used to present data in the Excel add-in as override option.

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Frank Bruemmer 354 on at

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Andre,

thanks for your response. Yes, I just figured that out on Friday. However, I had to clone the OOB entity and change the relation on 'Item' to my own, new data entity where those fields are specified in the auto lookup group.

Now I'm facing the problem that the cloned data entity (with individual name), does not show up in my form as an option for 'open in excel'.

I read somewhere that...
When an entity has the same root datasource (table) as a form, it
will be added as an option in the Open in Excel section of the Open in
Microsoft Office menu. This is referred to as a “generated” option.

That, however does not appear to happen. My cloned entity only differs in name, public name and that said relation.

Best regards

Frank

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Frank Bruemmer 354 on at

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Never mind my last response, I figured it out. I added the entity the 'hard way' using a form extension.

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