Excel Add-in how to choose Default Fields when loaded

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Posted on by AaronChen

We are the end user of D365FO, just wonder if there's a way to change the default fields loaded to Excel add-in?

For example, if we are using Item Arrival Journal Line V2, and a lot of the field is not necessary, instead of add/remove the field each time we load excel add-in, is there a way in D365FO we can change the default fields to be loaded?

Thank you.

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Mea_ 60,286 on at

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You can try to create a template docs.microsoft.com/.../office-integration-tutorial

or do a code change docs.microsoft.com/.../office-integration-tutorial

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vinitgoyal2005 6,332 on at

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Hi AaronChen,

As shared by ievgen Miroshnikov, you can update an existing template and create a new user-defined template using UI. You can create a new system-defined template using X++. This is possible in most cases but there are few exceptions in the system like General journals.

You can check d365foe.blogspot.com/.../how-to-add-custom-template-to-open.html and d365foe.blogspot.com/.../how-to-add-custom-template-to-open_13.html

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saurabh bharti 15,059 Moderator on at

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Hi,

Please navigate to Common Module> Office integration, here you can define your own templates for data entities

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Adrian Peter 219 on at

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Hi

Launch the standard template (e.g. Item Arrival Journal Line V2) and customize it according to your needs (remove/add columns)

Save this template

Navigate to 'Common\Office Integration\Document templates'

Upload your template and give it a name, e.g.:

==> this new Excel-Template is linked implicitly to the Root-Entity, means:

Open the form, which is based on Root-Entity and voilà:

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AaronChen 65 on at

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Thanks for sharing, I did the same for item arrival journal, but that's not working.

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AaronChen 65 on at

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I was trying to following the link.

But the item arrival journal line v2 was not in the data template, and I create a new one but that's not working.

When I open it from the excel add-in in item arrival journal, it's still using the system default template.

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vinitgoyal2005 6,332 on at

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Hi AaronChen,

you will not able able to add the template from UI, because the root data source for Item Arrival journal is WMSJournalTable but root datasource for WMSItemArrivalJournalLineV2Entity is WMSJournalTrans. You will need to do this by code.

Look at docs.microsoft.com/.../customize-open-office-menu and you can find simple examples in AOT like form/HCMGoal Form/DemoDataPost etc.

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Adrian Peter 219 on at

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Hi

There is no coding required if you agree with some restrictions.

The last statement by Vinit is correct --> Templates are linked with Root DataEntity of Form. And the form for item arrival has arrival journal header as root entity. Let's explore a little:

I have created two templates based on standard Entities ...

WMSItemArrivalJournalHeaderV2Entity

WMSItemArrivalJournalLineV2Entity

... and uploaded to document template

--> result:

--> only the header based template is available, because this is based on root data entity.

But: you can easily create an Excel-Template with Header and Line structure (1:n). There are several examples in standard. So I created a third template, which uses Entity WMSItemArrivalJournalHeaderV2Entity as Entry-Point and uses WMSItemArrivalJournalLineV2Entity for details. Could look like this:

... and ...

Now I uploaded this new combined template and now it's available

... and it works perfectly --> loaded these two arrival lines via my new template:

But of course this solution allows only to load journal by journal --> you cannot load many lines, which relate to different journals.[View:/cfs-file/__key/communityserver-discussions-components-files/795/ItemArrivalJournal.xlsx]

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AaronChen 65 on at

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Thanks Adrian,

That works!

Also thanks for the help guys.

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