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Finance | Project Operations, Human Resources, ...
Answered

Data entity related to a form

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Posted on by 4,131

Hi expert,

Open in Excel lets you use the data entity that is related to the form data. Is it a property on AOT to define a related data entity for the form?

Thanks,

I have the same question (0)
  • Verified answer
    AnithaEswaran Profile Picture
    2,032 on at

    hi Yuji,

    By default, if the form`s parent datasource matches with the entity`s datasource, the 'Open in Excel' will be automatically set.

  • Verified answer
    Martina123 Profile Picture
    Microsoft Employee on at

    Hi Yuji,

    It is not a property on AOT.

    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. You may refer to docs.microsoft.com/.../office-integration-edit-excel

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