There are several methods for customizing the content that appears on the Open in Office menu on a given page.
#Freeplane menu customization code#
If a set of country/region codes is associated with the column or field in the workbook, the column or field will be removed if the country/region code isn't in scope. If a configuration key is associated with a column or field in the workbook, the column or field will be removed if the configuration key is disabled. If this field is selected, the data will be filtered, based on the current company.įor Excel templates that are included on the Open in Office menu, columns and fields will be trimmed from the workbook, based on the configuration keys that are applied to the system and the applicable country/region context. If this field is selected, the data will be filtered, based on the record that is currently selected on the page. (The applicable pages depend on the root data entity). If this field is selected, the template will be included on the Open in Office menu on applicable pages. The root data entity is used to determine which pages the template can be included on. Several fields that are associated with each Document Template record control the behavior of that template on the Open in Office menu. Document templatesĭocument templates can be added from the Document templates page. If SaveDataPerCompany is set to Yes for the data entity, a filter is applied to limit the data to the current company. This export includes all the fields in the AutoReport group on the data entity. The Open in Office menu provides a default export for each data entity. In the Export to Word group, a menu item is added for each Document Template record of the Word type that has the same root data entity and is marked for inclusion on the Open in Office menu.In the Open in Excel group, a menu item is added for each Document Template record of the Excel type that has the same root data entity and is marked for inclusion on the Open in Office menu.In the Open in Excel group, a menu item is added for a default export of the data entity.For each of these data entities, the following menu items are added: For each root data source on the page, the set of data entities that have the same root data source is determined.In the Export to Excel group, a menu item is added for each visible grid.The export options are added to the Open in Office menu in the following manner: How menu items are added to the Open in Office menu The workbook contains a reference back to finance and operations, and the data can be refreshed, updated, and published from the Data Connector that is hosted in the add-in. The document contains no references back to finance and operations, and the data can't be refreshed.Ī workbook is created that contains the Microsoft Dynamics Office add-in. The workbook contains no references back to finance and operations, and the data can't be refreshed. The data is exported to an Excel workbook.
The following table describes the menu items on the Open in Office menu. The Open in Office menu contains menu items that let you export data to various Office products, such as Microsoft Excel and Microsoft Word. The Open in Microsoft Office menu button ( Open in Office menu) is a system-defined button that appears on pages. This topics provides information about the Open in Office menu, and explains how customize it by adding, removing, and changing options. Most pages include an Open in Microsoft Office menu. Commerce, Finance, Supply Chain Management
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