• Title and Copyright Information
• About This Content
• What’s New in Oracle Visual Builder Add-in for Excel
  • New and Changed Features in Release 4.8
  • Fixed Issues in Release 4.8
  • Prior Release Summaries
• Introduction to Oracle Visual Builder Add-in for Excel
  • Key Concepts, Components, and Terms
  • Installation
  • Next Steps
• Install Oracle Visual Builder Add-in for Excel
  • Install Using the All Users Installer
  • Install
  • 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
  • Troubleshooting the Installation
• Create Layouts in an Excel Workbook
  • Create a Table Layout
  • Create a Form-over-Table Layout
  • Create an Action Table Layout
  • Choose a Set of Fields for a Layout
  • Manage Fields in a Form or Table
  • Special Table Columns
  • Group Columns in a Table
  • Create Layouts for Attachment Business Objects
  • Work with Service Path Parameters in a Table Layout
  • Manage Layout Capabilities
  • Layout Limitations
• Use Polymorphic Business Objects and Fields
  • About Polymorphic Business Objects
  • Use Descriptive Flexfields
    • Create a Layout Using Descriptive Flexfields
    • Add Descriptive Flexfields to a Layout
  • Use Extensible Flexfields
    • Notes on Extensible Flexfields
  • Configure the Behavior of Polymorphic Segments
    • Polymorphic Segments Limitations
  • Show or Hide Context-Sensitive Columns in a Table Layout
  • Check the Cardinality of Child Polymorphic Business Objects
  • Check the Primary Keys of Child Polymorphic Business Objects
  • Refresh Polymorphic Business Object Metadata
  • Polymorphic Support Limitations
• Manage Catalogs and Business Objects
  • Add Business Objects to an Existing Catalog
  • Import a Business Object Catalog
  • Create a Business Object from a Data Sample
  • Configure Business Object Fields
    • Default Values for 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
  • Use Row Variables for a Business Object
    • Configure a Row Variable for a Layout
    • Default Values for Row Variables
  • Declare a Preference Service
    • Configure a Preference Service
    • Add a Preference Expression to a Property
    • Apply Preference Values
    • Error Handling
  • Configure GZIP Compression for Request Payloads
  • Refresh a Business Object Catalog
  • Configure the REST-Framework-Version
• Configure Search Options for Download
  • Use the Search Editor to Find Data
    • About Searches
    • Configure a Search for a Layout
    • The IN Operator in Searches
  • Use Row Finders to Limit Downloaded Data
    • Configure Row Finders for a Business Object
      • Row Finder Properties
      • Row Finder Variable Properties
    • Use a Workbook Parameter Value for a Row Finder Variable
  • Use Download Parameters to Limit Downloaded Data
    • About Download Parameters
    • Configure a Download Parameter for a Layout
  • Merge Searches for Download
  • Use Workbook Parameters for Download
    • Test a Download with Workbook Parameters
    • Embedding Workbook Parameters in a Workbook
• Download Data
  • Table Download
  • Form-over-Table Download
  • Dependent Layout Download
    • Configure Download to Use a Single Payload
      • Notes and Limitations of Single Payload Downloads
  • Notes on Download Behavior
• Add New Data
  • Create Rows from Data Source
• Custom Actions
  • Custom Action Configuration
  • Add Custom Action Fields to a Layout
    • Add Custom Action Fields to a Table Layout
    • Add Custom Action Fields to an Action Table Layout
  • Row Status Custom Actions
    • Configure a Row Status Custom Action
    • Automate a Row Status Custom Action
    • Row Status Custom Action Response Schema
  • Service Metadata and Response Schemas for Custom Actions
  • Multi-Row Mode for Custom Actions
  • Notes on Custom Actions
• Use Lists of Values in an Excel Workbook
  • About Lists of Values
  • Configure a List of Values with a Business Object
    • Use a Child Business Object as a Data Source
  • 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
    • Notes on Filters
  • Configure a List of Values to Populate Related Fields
  • Use a Local Data Source for a List of Values
    • Create a Local Data Source for a List of Values
      • Import Data for a Local Data Source
    • 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
  • Refresh Parameter Definitions for Lists of Values
  • Notes and Limitations for Lists of Values
• Key Flexfield Support
• Appearance of an Integrated Excel Workbook
  • Reset Workbook Styles
  • Choose Field Formats
  • Add Help Text to Your Workbook
    • Copy Descriptions to Help Text
• Data Validation
  • About Field Validation Rules
    • Create Field Validation Rules
    • Notes on Field Validation Rules
  • Set a Default Value for a Field or Variable
• Upload Changes
  • Upload Changes from a Table Layout
  • Upload Changes from a Form-over-Table Layout
  • Perform Custom Actions via Table Upload
  • Upload Action Requests from an Action Table
  • Upload Table Changes Using Separate Requests for Each Row
  • Upload Changes Using Multi-Row Requests
    • About Multi-Row Processing
    • Configure Multi-Row Uploads
    • Disable Multi-Row Requests for Upload
    • EffectiveOf Headers in Multi-Row Requests
  • Upload Parent and Child Changes in the Same Payload
    • Notes and Limitations of Single Payload Uploads
  • Upload Changes Using Upsert Mode
  • Omit Empty Values During Upload
  • Send Only Changed Data During Upload
  • Data Consistency
  • Treat Row as Stale After Upload
  • Enable Parallel Requests During Upload
  • Review Upload Issues
• Use Multiple Layouts for Multi-level Business Objects
  • Create a Set of Dependent Layouts
    • Add a Layout to a Set of Dependent Layouts
  • Add Ancestor Columns to Dependent Layouts
    • Add Columns from the Parent Layout to Support Row Creation
      • Add Ancestor Fields to a Layout
    • Use Row Variables as Ancestor Columns
    • Add Ancestor Columns to Provide Additional Context
  • Filter Data for a Set of Dependent Layouts
  • Download, Upload, and Clear Operations on Dependent Layouts
  • Delete a Dependent Layout
  • Requirements for Dependent Layouts
• Use Macros in an Integrated Excel Workbook
• Publish an Integrated Excel Workbook
  • Differences Between a Published and a Source Workbook
  • Publish an Unlocked Copy
• REST Service Support
  • Service Types
    • Oracle ADF REST Resource
    • Visual Builder Business Objects
    • Oracle REST Data Services
    • NetSuite SuiteTalk REST Web Services
      • About NetSuite Services
      • Configure a NetSuite Catalog for Parent-Child Business Objects
      • Add NetSuite Reference Fields for a Table Layout
      • NetSuite Support Limitations and Known Issues
    • Oracle Transportation and Global Trade Management Business Object Resources
    • Other Services
  • Supported Data Types
  • Business Objects Harvested from OpenAPI Metadata
  • Required Fields
  • Default Value Harvesting
  • REST Operations
  • REST Request Headers
    • Configure a Request Header
    • Notes on REST Request Headers
  • Natural Language Support
  • Object-typed Fields and Subfields
  • REST Service Support Limitations
• Internationalization
  • Manage Workbook Translations
    • Translate Your Integrated Workbook
    • About Translation Files
    • Fetch Translations from a Remote Translation Service
      • Language Change When Fetching Translations from a Remote Endpoint
  • Change the Add-in's Language
  • Language Change Detection
  • Set the Worksheet Title
  • Create a Help Layout
  • Internationalization Notes
• Security
  • Security Guidelines
  • Microsoft Components
  • Workbook Protection
  • Authentication Options
    • Basic Authentication
    • Oracle Fusion Applications Token Relay Authentication
      • What Happens During the Login Sequence?
      • Token Relay Authentication Test
      • Configure Token Relay Authentication for a Catalog
      • Use Workbook Parameters for ScopesFQ in Fusion Application Token Relay Authentication
      • Requirements for Token Relay Authentication
    • OAuth 2.0 Authorization Code Flow with PKCE
      • OAuth 2.0 Authorization Properties
      • OAuth 2.0 Authorization Code Flow Steps
      • Configure OAuth 2.0 Authorization for a Catalog
      • Use OAuth 2.0 with Identity and Access Management
      • OAuth Limitations and Known Issues
    • User-Provided Bearer Token Authentication
  • Service Authorization and User Privileges
  • Transport Layer Security
  • The Digital Certificate
• Troubleshoot Excel Workbooks
  • How Do I Resolve Installation Issues?
  • How Do I Resolve Login Issues?
  • How Do I Resolve Errors From the Service?
  • How Do I Resolve List of Values Errors?
  • How Do I Resolve Network Errors?
  • How Do I Resolve Add-in Errors?
  • Getting More Help
  • Postman vs. Network Monitor
  • 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
  • Export Workbook Metadata
• Migrating an Excel Workbook to the Latest Version
  • Backward Compatibility
• Use Expressions in an Integrated Workbook
  • About Expressions
  • Literal Values in Expressions
  • Operators in Expressions
  • String Representations
  • Numbers in Expressions
  • Dates in Expressions
  • Dates and Times in Expressions
  • Reserved Words and Properties Used in Expressions
  • Handling Null Values in Expressions
    • Null Values in Expressions
    • Disable the Legacy Null Handling Behavior
  • Workbook Parameters in Expressions
  • Examples of Expressions
  • Create an Expression Using the Expression Editor
• The Embedded Browser
  • The WebView2 Control
  • Clear the Embedded Browser Cache
• Third Party Licenses