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Advanced Settings of the Excel Template Builder

Advanced settings of the template

The Builder option activation window is available on the top-right of the Template Builder at all time.

The template parameters are described below:

Administration properties	Activates the availability of administration properties in the property list. Example : Creation date
Translation properties	Activates the availability of translation properties in the property list. An option enables you to to process object names in each available language (for example the Short Name of an object in French, English, etc.). (See the available languages using Options > Installation > Languages).
Macro-type column	Activates the possibility to add macro-type columns. Once this option activated, the Macros section appears at the bottom of the worksheet setting area. You can select the macros of your choice using the dropdown menu. Macros featured in this list must comply with the signature template described below.

Advanced settings of the worksheet

The definition of these settings is optional.

To access the worksheet advanced settings, in the left setting pane, click Define worksheet advanced settings

next to the worksheet type.

The settings are displayed progressively depending on the selected worksheet type and the object type.

An object worksheet parameters are described below:

Line macro	In this field, define a macro in charge of: - the search or creation of each line object in the context of an import - the potential number of lines to generate for a given object in the context of an export
Post-line treatment macro	[Import only] Defines a macro called at the end of each line treatment.
Data source (queries)	[Export only] Defines the query used to call the data populating the worksheet.
Data source (worksheet)	[Export only] Designates one worksheet of the same workbook as data source to populate the worksheet in question. Enables to not manually re-define the object list ascribed to the worksheet during the export process.
Create target object if not found	[Import only] The import engine automatically creates the object(s) that do not exist in the repository yet to avoid "object not found" type errors.
Attribute to use instead of name	Specifies an indexed attribute used instead of the Name during the import process in order to search each object. Note that it is recommended to use the same indexed attribute to identify the source and target objects of the link if they are of the same type.

A Relationship worksheet parameters are described below:

[Source] Data source (queries)	[Export only] Defines the query used to call the data populating the worksheet.
[Source] Data source (worksheet)	[Export only] Designates one worksheet of the same workbook as data source to populate the worksheet in question. Enables to not manually re-define the object list ascribed to the worksheet during the export process.
[Source] Create target object if not found	Import only] The import engine automatically creates the object(s) that do not exist in the repository yet to avoid "object not found" type errors.
[Source] Attribute to use instead of name	Specifies an indexed attribute used instead of the Name during the import and/or export process. [Export]: the attribute value is displayed in the cell instead of the Name. [Import]: the value is used to search for the object to link. Note that it is recommended to use the same indexed attribute to identify the source and target objects of the link if they are of the same type.
[Target] Create target object if not found	[Import only] The import engine automatically creates the object(s) that do not exist in the repository yet to avoid “object not found” type errors.
[Target] Attribute to use instead of name	Specifies an indexed attribute used instead of the Name during the import and/or export process. [Export]: the attribute value is displayed in the cell instead of the Name. [Import]: the value is used to search for the object to link. Note that it is recommended to use the same indexed attribute to identify the source and target objects of the link if they are of the same type.

Column advanced settings

The definition of these settings is optional and depends on the type of the column content.

To access the column advanced settings, click Define advanced settings

on the column value of your choice.

These settings depend on the nature of the selected column (some column do not feature all the settings shown below).

Setting name	Description
Column applicability	Defines the context of application of the column when using the template to import or export data. 3 possible values: - Import - Export - Import & export (default mode) Example: if you select Export, the column will only appear in the template in the context of a data export process.
Create target object if not found	Enables to create automatically an object in the case where it does not already exist in the repository. Activating this option avoids errors popping up untimely during the import process. 2 possible values : - yes - no
Attribute to use instead of name	Specifies an indexed attribute used instead of the Name during the import and/or export process. [Export]: the attribute value is displayed in the cell instead of the Name. [Import]: the value is used to search for the object to link. Please note that it is recommended to use this same indexed attribute to identify objects of the same type that may be used in other columns of this sheet.
Keep order	[Import only] This parameter is used to specify if the list of objects should be imported considering the defined order. The default value is false.
Custom parameter	This parameter is propose if the Macro-type column Excel Template parameter is activated, see Advanced settings of the template. Specifies a character string transmitted as is to the macro during the import or export process. Example of use: A macro is usually created as soon as a column is created. One macro for one column. The same macro can hardly be reused for lack of a differentiator between the columns. The parameter can be used as differentiator in order to facilitate the reuse of a macro.