Exporting or Importing Data Forms to Excel

You can export data forms to Microsoft Excel and import forms from Excel to an application. For example, you can export a form to Excel, use Excel to enter or edit data, and reload the form into the application.

  To export data forms:

  1. Open the data form to export.

  2. Click Export to Excel.

  3. From File Download, click Save, enter a file name, and click Save.

  4. From Download Complete, click Close.

  5. Navigate to the saved file and open it.

  6. In Excel, enter or edit data in the input cells.

  7. Select File, then Save or Save As and save the file.

    Note:

    When you save the file, the system displays the file name in quotation marks and the file type as a Web page (*.htm, *.html). If you change the file type, you cannot reload the file into the application.

  To import a form from Microsoft Excel:

  1. Open the data form into which to import data.

  2. Click Import from Excel.

  3. Click Browse to locate the file to import, and click Open.

  4. Click OK.

    After the file is loaded, the data form is refreshed to the default point of view. You can change the point of view to view the data.