Excel Integration Settings (ttstpssidef )

Use this session to specify general default settings for the Excel integration.

Related information

For details about the MS Excel integration, see the Infor LN UI User Guide.

Actions/Reference menu

This option is available:

Browse
Starts a dialog box where you can select a folder on the client PC where to store the file.

Field Information

Export Settings
Use session defaults for quick export if present

If this check box is selected, any specific export settings, which were saved as default for the session from which you want to export data, are used during a quick export. To create specific defaults for a session, use the Advanced Export (ttstpssiexp ) session.

If this check box is selected, while there are no specific export settings for the session concerned, the general default settings that are specified in the Excel Integration Settings (ttstpssidef) session are used.

If this check box is cleared, the general default settings that are specified in the Excel Integration Settings (ttstpssidef) session are used.

Rows

If you do not select rows in the session where you start the export, the rows will be selected automatically, based on the value of this field.

Allowed values

All All rows within the session will be exported.
Visible All rows displayed on your screen will be exported.
View / All

DefaultIn various sessions, rows are displayed in groups (views). For example, in the Subcontracted Operations (tisfc2110m000) session, operations are displayed per production order.

DefaultIf rows are displayed in groups, all rows of the current group will be exported. For example, all operation rows of the current production order are exported.

DefaultIf there is no grouping, all rows in the session will be exported.

View / Visible

DefaultIf rows are displayed in groups, all rows of the current group will be exported.

DefaultIf there is no grouping, the rows displayed on your screen will be exported.

Fields

The fields to be exported

Allowed values

Current Tab All columns of the current tab will be exported.
All Tabs All columns of all tabs will be exported.

Sessions with sub sessions

Some sessions have sub sessions running in tabs. Each sub session has its own toolbar. A sub session can also have its own tabs. For example, the Sales Order (tdsls4100m900) session has various sub sessions, such as Order Lines, Invoice Lines, and Back Orders.

If you start the export from a main session, only data from that main session is exported. For example, if you start the export from the Sales Order (tdsls4100m900) session, data in the sub sessions running in the tabs is not exported.

If you start the export from a sub session, data is exported from that sub session and from the main session. If you select Current Tab, data is exported from the main session and from the current tab in the sub session. If you select All Tabs, data is exported from the main session and from all tabs in the sub session. Data in the other sub sessions is not exported.

Example

  • The Back Orders sub session in the Sales Order (tdsls4100m900) session contains the Back Order and Order tabs.
  • You start the export from the Order tab and you select Current Tab. Data is exported from the main session and from the Order tab.
  • You start the export from the Order tab and you select All Tabs. Data is exported from the main session and from the Back Order and Order tabs.
Open after export

This field indicates whether the file should be opened automatically after the export to Excel.

Allowed values

Yes After the export, the file is opened automatically in Excel.
No After the export, the file is not opened automatically.
Prompt You are prompted whether the exported file should be opened in Excel.
File location

The folder on the client PC where the file will be stored.

Specify a folder to which you have write access.

If you specify a folder that does not yet exist, you are prompted whether the folder should be created.

Default Export
Default Export

The default export mechanism that is used when you click Export in the toolbar of a session.

Allowed values

Quick Export

Advanced Export

Separate Date and Time Fields

If this check box is selected, the date and time fields in LN UI are exported to Excel as separate columns.

If this check box is cleared, date and time are combined in one column.

By default, this check box is cleared.

Add Title for Empty Column Headers

If the exported data contains child fields, this check box determines whether these child fields have column titles in the Excel sheet.

If this check box is selected, then each child field that was exported has a column title in the Excel sheet. The title consists of the name of the parent field followed by a suffix.

If this check box is cleared, then the exported child fields do not have column titles in the Excel sheet.

Exclude Additional Header Fields

If you export lines from a combined header-lines session, this check box determines whether fields from the header session are also exported. The header session is a Multi Main Table (MMT) session or a 360 dashboard.

If this check box is selected, only the lines are exported. No fields from the header session are exported to the Excel file.

If this check box is cleared, the lines and the header data are exported.

Import Settings
Action to be Taken After an Error Occurs

This field specifies the behavior of the import process if an error is detected.

Allowed values

Stop Stop further processing.
Continue Mark the current imported row as ‘ERROR’ and continue with the next row.
Prompt Ask the user what action should be taken.
Overwrite existing records allowed

This field specifies the behavior of the import process when inserting a record which is already present.

If this check box is selected, the current record is overwritten with new values.

If this check box is cleared, the current record is skipped.

Add new records allowed

This check box indicates whether the import is allowed to add new records.

If this check box is selected, inserting records is allowed.

If this check box is cleared, inserting records is not allowed. Only updates of records are possible.

Import Only in This View

This check box is selected by default.

If this check box is selected, records are only inserted and updated in the current view. If the Excel file contains a record from another view, a message is displayed asking to import the data in the current view.

If this check box is cleared, records are inserted and updated in all views that are present in the Excel file.

Open After Import

This field indicates whether the import file is opened after the import finishes. An additional column, containing the import results, is added in the import file.

Allowed values

Yes After the import, the import file is opened in Excel.
No After the import, the import file will not be opened in Excel.
Prompt After the import, a question is displayed whether the import file must be opened in Excel.