Guidelines for Using Desktop Integrated Excel Workbooks
Where available, you can download a desktop-integrated Microsoft Excel workbook and use it to create or edit records. Your edits in the workbook don't affect the application until you upload the records back into the application.
What You Must Not Do
To ensure that you successfully upload your changes to the application, avoid doing these tasks:
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Rename text from the integrated workbook, such as the worksheet names.
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Add columns.
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Delete any part of the template, such as columns.
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Hide required columns and status columns or headers.
Conventions
Some column headers in the integrated workbook might include [..]. This means that you can double-click within any cell in the column to open a dialog box, where you can select a value to insert into that cell.
Statuses
You can use Status Viewer to see the status of the entire integrated worksheet and the status of any row in a worksheet. To use the status viewer, click Status Viewer on the Excel ribbon. You can see the status of the entire integrated worksheet by default. To see the status of a row, click any table row in a worksheet. You can use the information that appears on the Status Viewer to review and correct errors at the same time.
Searches
Some integrated workbooks include searches. To search within the workbook, you must first sign into the application. When you click the Search button, the application prompts you to sign in if you haven't already done so.
Refreshes After Upload
If your changes aren't reflected after you upload the records back into the application, you can try out these options:
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Refresh the table
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Use a filter or search on the table to see your changes