Creating a lookup relationship in Excel, when using Open in Excel

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I was walking through this tutorial. In the section titled "Create a relationship lookup", I executed all the steps exactly in the order described, and was hoping to see a lookup appear for the Customer group in the excel workbook. However, it did not appear. After comparing it to FMRentalEntity, I discovered that a normal relation was present in the relation called "Customer", but the tutorial does not instruct you to create one under FMCustomerEntity. Even after adding one, the lookup does not appear.

Any thoughts? What am I missing?

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Community Member on at

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RE: Creating a lookup relationship in Excel, when using Open in Excel

Hi,

I'm facing the same issue here.

do you know if this issue has been resolved or not?

thank you

Ibrahim

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RE: Creating a lookup relationship in Excel, when using Open in Excel

Unfortunately, nope.

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RE: Creating a lookup relationship in Excel, when using Open in Excel

Hi SMC,

I am attempting to create a relationship lookup for open in excel as well. Were you able to find a solution to this issue?

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RE: Creating a lookup relationship in Excel, when using Open in Excel

I can try. Will let you know how it turns out.

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drodmarin 380 on at

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RE: Creating a lookup relationship in Excel, when using Open in Excel

I think that it is a bug from Microsoft.

Can you test this in a previous version?

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RE: Creating a lookup relationship in Excel, when using Open in Excel

Hi David,

I'm attempting this on 7.3, a dev/test VM I deployed from LCS.

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drodmarin 380 on at

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RE: Creating a lookup relationship in Excel, when using Open in Excel

Hi Manny,

What is the version that you are working?

We have a issue with 7.3 version, some lookup from custom data entities have stopped working after update the platform version.

Maybe, could be your case too.

Regards.

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