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List View form
Completing the Edit in Excel window

  

Click the Edit? check box on the Organize tab, and then click Configure Edit in Excel to define the operations available when editing in Excel.

Completing the form

Complete this window and click Apply to record these changes in the List View rule form. Check at least one of the Allow? check boxes. Click Save to save the updated list view rule.

Field

Description
Add

These fields control the ability to add rows while editing in Excel.
Allow ?

Select to allow the user to add rows while editing in Excel. The window changes to accept additional fields.
Data Transform Name

Optional. Specify the name of the data transform (the rule's second key part, Name) that provides initial values for the Excel row. At runtime, the system uses the Applies To class of the list view rule with rule resolution to find the data transform.

Activity

Identify an activity that supports Excel processing of added rows. Ordinarily, accept one of the default activities @baseclass.ListViewEditor_Add, Work-.ListViewEditor_Add, or Rule-.ListViewEditor_Add.
Params

Click to enter values for parameters for the activity. For the standard ListViewEditor_Add activities, the optional parameter ListViewClassName is the name of a concrete class of the objects. Leave blank to use the Applies To class of this list view rule.
Update

These fields control the ability to update the values in while editing in Excel.
Allow ?

Select to allow the user to add update the contents of a row while editing in Excel. The window changes to accept additional fields.
Activity

Identify an activity that supports Excel processing of updated row data. Ordinarily, accept one of the three default activities @baseclass.ListViewEditor_Update, Rule-.ListViewEditor_Update, or Work-.ListViewEditor_Update.
Params

Click to enter values for parameters for the activity. For the standard ListViewEditor_Update activities, the optional input parameters are:

  • ListViewClassName — Name of a concrete class of the objects. Leave blank to use the Applies To class of this list view rule.
  • PerformChecks — Leave this parameter blank.
  • OldInskey — Leave this parameter blank.
Delete

These fields control the ability to delete rows while editing in Excel. (Delete is not supported for work items.)
Allow ?

Select to allow the user to delete rows while editing in Excel. The window changes to accept additional fields.
Activity

Identify an activity that supports Excel processing of updated row data. Ordinarily, accept one of the default activities @baseclass-.ListViewEditor_Delete or @baseclass-.ListViewEditor_Delete.
Params

Click to enter values for parameters for the activity. The standard ListViewEditor_Delete activity uses no parameters.

Enabling runtime use

Your application must include a means for users to begin Excel editing. Users must:

  1. Display the list view results.
  2. Click Edit in Excel.
  3. Interact with a special Excel add-in toolbar to add or update a row.
  4. Close Excel to apply the results to your system.

About List View rules

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