Copying and Pasting Data Between Microsoft Excel and Your Business Process Forms

If you're accessing your business process from a desktop, you can copy and paste data between Microsoft Excel and forms.

Note:

This functionality is available on desktops only, not on mobile devices.

To copy and paste data from Microsoft Excel to your business process forms:

1. In Microsoft Excel, highlight the data in a single cell or a range of cells, and then press Ctrl+C to copy the data to the clipboard.
2. Select the target cell or cells in the business process form, and then press Ctrl+V.
3. When the Clipboard helper displays, press Ctrl+V again. The data is pasted to the Clipboard helper.
4. Click Paste to paste the data into the business process form.

Note:

Data that you copy and paste from Microsoft Excel to your business process reflects the formatting that's set up in Microsoft Excel. For example, if you set the number of decimal places in Microsoft Excel to zero, when you enter the value 459.123 in Microsoft Excel, the value displays as 459. If you copy this value into a business process form, then the value 459 is pasted.