Help Center>Foundation Help

Sync Excel Define Names

The Sync Excel Define Names plug-in helps to:

  • Update changes of a promoted column on SharePoint in the Excel workflow.
  • Enable Excel to SharePoint property promotion. This plug-in helps to update an Excel cell value to the SharePoint column it is linked to, using a Workflow after the AutoRun plug-in is used in the Excel Workflow.

Note:

  • The AutoRun plug-in breaks the sync of promoted Excel columns between Excel and SharePoint, and the Sync Excel Define Names plug-in promotes the columns back to SharePoint.
  • This plug-in is available in Foundation 12.0 and later.
  • The Sync Excel Define Names Plug-in should be used after an activity with the Allow Replacement property set to true.
  • The SharePoint column must have the same name as the Define Name column in the Excel.

Prerequisites

To use the plug-in successfully, perform the following prerequisites:

  • Add the Sync Excel Define Names plug-in in the workflow Composer solution after an activity and the AutoRun plug-in.
  • If you are using an activity after the AutoRun plug-in, it must have the Allow Replacement property set to true for the activity node, only after which you must add the Sync Excel Define Names plug-in.
  • Enable the Enable Property Promotion property. On the User Governance site, go to Settings > Preferences. On the Preferences page, click the Foundation tab, select the Enable Property Promotion check box, and click Save Changes.

Parameters

No parameters need to be entered for this plug-in.

Related Topics

Promoting form fields to SharePoint

AutoRun Plug-in