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Finance | Project Operations, Human Resources, ...
Suggested Answer

How to disable field updation from open in Excel option

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Posted on by 177

Hi there, we got an requirement to create a new Data entity based on VendTable which will be having newly added fields in VendTable Extension. Here as per our requirement, we need to allow update for those fields only from Data Management import only and not from open in excel option. How can we achieve that as when i make the property allow edit - false, import process is getting failed and records are not updating but update from open in excel is preventing as expected. Please suggest what we can do for this? 

  • Allow fields updation from Data Management Import process only
  • when we open in excel, it should not allow to update those fields

thanks in advance

I have the same question (0)
  • Alex VN Profile Picture
    1,994 on at

    Hi,

    I think for this one DMF and Odata entity might have rather similar sequence then you might think of customization logic but seem tricky. I would recommend to duplicate and create 2 entities, 1 for DMF and 1 for OData and use security control to limit the access.

    Regards,

  • PK69 Profile Picture
    177 on at

    Hi Alex, as per our requirement we need to do the development in only one entity itself. Can we add any logic to the table to make fields as uneditable or is there any other way to restrict it from Open in excel option itself. Please suggest

  • Vijay Yelmame VY Profile Picture
    476 on at

    HI @Prem,

    Can you try to set access modifier as internal on your newly added field and check ? if you don't want to see the fields in excel add-in.

    I have checked for custom entity and it is not available in excel add-in but I can do import using DMF.

    Hope this will help you.

  • PK69 Profile Picture
    177 on at

    Hi Vijay, we want to see the new fields in open in excel option.  And how can i make it as editable in DMF import and uneditable when open in excel? Can u be more specific

  • Suggested answer
    Syed Zeeshan Haider Jafry Profile Picture
    725 on at

    Hi,

    It can be achieved with security roles assigned to users, this will have an effect in both data management and excel. Assign user role of view only. and keep the edit role only to user who will update the data through Data management.

  • PK69 Profile Picture
    177 on at

    Hi, can we prevent by adding any logic in Entity posttarget() or any new method in table to make field as uneditable ?

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