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Summary
This is form completion, contract management, custom reporting, and more. It can do a lot, but it's really quite simple. The user uploads an Excel file called a shell then RPM will fill out that file with RPM data when users select it from a download list. The shell is an Excel file with some formula and/or macro functionality.
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Setup and use
RPM fills in the last worksheet of an Excel file with data based on an RPM download. Using cell references and/or macros, it is up to the Excel file author to already have added functionality to take that raw table format data and use it for their form, report, or other data presentation.
- Create the Excel shell. Make sure it includes a worksheet at the end that can be overwritten with the RPM data
- Upload the shell. You will need to specify what it's for (agencies, accounts, commission items, orders, etc.)
- Set the columns that RPM will use. Optionally, you can have the columns already specified in the first row of the last worksheet in the same way as done for imports. RPM will try its best to find the columns you specified, and you will still have the option of fine-tuning the columns after.
- The shell will now be ready for use. When the user clicks "Download" from the appropriate view or details page, a menu will be presented listing the traditional "Data only" download (if applicable) and any shells setup for downloads of that type. In the case of views, the end user does not have to worry about which columns are in the view since those will be ignored as RPM always uses the columns specified with the shell when a user downloads that shell. Any filters setup in the view are used so users have control over the scope of data used for the download.
- Users can organize their download menus using favorites.
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Security
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Staff users
- Uploading and managing shells requires the "View, modify management" privilege.
- Using a shell requires access to the view or thing the shell is for.
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Agent users
- n/a
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Modules & features
- Excel auto-complete requires the "Excel auto-complete" feature.
- Using it for commission items and forms requires the "Commissions" and "Process management" modules respectively.
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More
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History
- Phoenix: Feature added
- This page was last modified 19:54, 27 Mar 2007.
- This page has been accessed 2935 times.