Table of Contents

• Title and Copyright Information
• Preface
  • Audience
  • Documentation Accessibility
  • Diversity and Inclusion
  • Third-Party Content, Products, and Services Disclaimer
  • Related Resources
  • Conventions
• 1 What's New in Release 3.4.0
  • New and Changed Features
  • Known Limitations
• 2 Introduction to Oracle Visual Builder Add-in for Excel
  • Key Concepts, Components, and Terms
  • Installation
  • Next Steps
• 3 Install Oracle Visual Builder Add-in for Excel
  • Install Using the All Users Installer
  • Install Using the Current User Installer
  • Run the Installer from the Command Line
  • Upgrade to the Latest Version
    • Check for Updates
    • Upgrade Policy
  • Uninstall the Oracle Visual Builder Add-in for Excel
  • Software Dependencies
  • Supported Platforms
• 4 Create Layouts in an Excel Workbook
  • Create a Table Layout
  • Work with Service Path Parameters in a Table Layout
  • Create a Form-over-Table Layout
  • Create Layouts for Attachment Business Objects
  • Use Polymorphic Business Objects and Fields
    • About Polymorphic Business Objects
    • Use a Polymorphic Business Object in a Layout
    • Add Descriptive Flexfields to a Layout
    • Show or Hide Context-Sensitive Columns in a Table Layout
    • Refresh Polymorphic Business Object Metadata
    • Polymorphic Support Limitations
  • Manage Layout Capabilities
  • Layout Limitations
• 5 Manage Catalogs and Business Objects
  • Add a Business Object to an Existing Catalog
  • Import a Business Object Catalog
  • Create a Business Object Catalog from a Data Sample
  • Configure Business Object Fields
  • Set an Authentication Method for a REST Service
  • Override a Business Object's Base Path
  • Manage Metadata Path Information
  • Configure Pagination for a Business Object
  • Configure Row Finders for a Business Object
  • Configure GZIP Compression for Request Payloads
  • Refresh a Business Object Catalog
  • Configure the REST-Framework-Version
• 6 Configure Search Options for Download
  • Use Search to Limit Downloaded Data
  • Use Row Finders to Limit Downloaded Data
  • Use Search Parameters to Limit Downloaded Data
  • Download Behavior in Layouts that Use Search and Row Finders
• 7 Custom Actions
  • Edit Custom Actions
  • Add Custom Action Fields to a Table Layout
  • Service Description for Custom Actions
  • Batch Mode for Custom Actions
  • Custom Action Limitations
• 8 Use Lists of Values in an Excel Workbook
  • About Lists of Values
  • Configure a List of Values with a Business Object
  • Configure a Filter for a List of Values
    • Configure a Filter for a Search Term Only
    • Configure a Filter to Limit Available Choices
    • Configure a Filter with a Dynamic Parameter
    • Configure a Cascading List of Values in a Layout
    • Notes on Filters
  • Create a Local Data Source for a List of Values
  • Configure a List of Values with a Local Data Source
  • List of Values for Descriptive Flexfields
    • Configure the Bind Parameters for a Descriptive Flexfield's List of Values
  • Clear Cache for a List of Values
  • Notes and Limitations for Lists of Values
• 9 Appearance of an Integrated Excel Workbook
  • Reset Workbook Styles
  • Choose Field Formats
  • Add Help Text to Your Workbook
• 10 Data Validation
  • About Custom Field Validation Rules
    • Create Field Validation Rules
    • Notes on Custom Field Validation Rules
• 11 Upload Changes
  • Upload Changes from a Table Layout
  • Upload Changes from a Form-Over-Table Layout
  • Invoke Custom Actions via Upload
  • Upload Changes Using Batch Requests
  • Upload Changes Using Upsert Mode
  • Omit Empty Values During Upload
  • Send Only Changed Data During Upload
  • Data Consistency
  • Configure Parallel Requests During Upload
• 12 Use Multiple Layouts for Multi-level Business Objects
  • Create a Set of Dependent Layouts
  • Add Ancestor Columns to a Dependent Layout
  • Create Search and Search Parameter Queries for Dependent Layouts
  • Download, Upload, and Clear Operations on Dependent Layouts
  • Delete a Dependent Layout
  • Requirements for Dependent Layouts
• 13 Use Macros in an Integrated Excel Workbook
• 14 Publish an Integrated Excel Workbook
• 15 REST Service Support
  • Service Types
    • Oracle Business Object REST API Services
    • Oracle REST Data Services
    • Other Services
  • Supported Data Types
  • Required Fields
  • REST Operations
  • Natural Language Support
  • Object-typed Fields and Sub-fields
  • REST Service Support Limitations
• 16 Internationalization
  • Manage Workbook Translations
    • About Translation Files
    • Translate Your Integrated Workbook
  • Change the Add-in's Language
  • Refresh All Field Titles
• 17 Security
  • Security Guidelines
  • Microsoft Components
  • Authentication Options
    • Basic Authentication
    • Oracle Fusion Applications Token Relay Authentication
    • OAuth 2.0 Authorization Code Flow
  • Transport Layer Security
  • The Digital Certificate
• 18 Troubleshoot Excel Workbooks
  • Check Your Environment
  • Apply Microsoft Updates
  • Network Monitor
  • Installation Logs
  • Logging
  • Log Console
  • Diagnostic Report
  • Re-Enable Oracle Visual Builder Add-in for Excel
  • Resolve Workbook Issues
• 19 Migration
• 20 About Expressions
• 21 Embedded Browsers
  • The WebView2 Control
  • The .NET WebBrowser Control
  • Clear the Embedded Browser Cache
• 22 Third Party Licenses