Excel Designer
Excel Designer is a support tool for creating form layouts. It is available for free to SVF Cloud users.
In the form layout of an Excel file, it is necessary to place a tag on an Excel sheet, but Excel Designer makes it easy to place tags and set attributes.
Activation
To use Excel Designer for the first time, you need to perform activation.
The SVF Cloud Activation screen appears when you click one of the buttons in Excel Designer before activation.
Enter your SVF Cloud Manager login information and click the OK button. Once the license is successfully activated, you can use Excel Designer.
SVF Cloud Admin Console URL
The URL of SVF Cloud Manager.
Tenant ID
The tenant ID of SVF Cloud Manager.
ID
The user ID of SVF Cloud Manager.
Password
The login password for SVF Cloud Manager.
Modify the information used for activation on the next screen.
"Settings" - "Options" - the "SVF Cloud Account" tab
For details, see ""SVF Cloud Account" tab".
"Settings" - "About" - the "Activation" button
Version Upgrades
Excel Designer version 1.2.0.5 or later will be upgraded automatically.
The version is checked by clicking any of the Excel Designer buttons after starting Microsoft Excel. It will be automatically updated if a new version is found.
For versions earlier than the above, access the download page from 
Manuals in SVF Cloud Manager, and download and install the latest "SVF Cloud Excel Designer".
Screen Layout of Excel Designer
No. | Category | Ribbon | Description |
|---|---|---|---|
(1) | Salesforce | Log In | Logs in to Salesforce. The login screen appears according to the settings in Settings - Options - Salesforce Login. You need to log in if you want to get field information of Salesforce to design a form layout. |
Log Out | Logs out from Salesforce. Note that you will be automatically logged out when you close an Excel file. | ||
Select Object | Displays the Salesforce object selection screen. On the object selection screen, specify the Salesforce object for outputting the form that uses this form layout. | ||
Select Fields | Displays the field selection screen. A list of the fields belonging to the Salesforce object specified by Select Object is displayed on the field selection screen. Select the fields to output to this form layout. If you are using multiple fields, you can change the order and expansion direction (vertical or horizontal) of fields in Excel as necessary. The selected item fields are created and deployed on the sheet. | ||
(2) | Items | List | Displays the list creation screen. Specify the cell range for a list on the sheet, and select either "Fixed List" or "Extended List". If you select "Extended list", you can create the list range as a table. Insert a list tag in the top left cell within the selected range. |
Text | Inserts a field for outputting text in the selected cell. If a field already exists, it will be overwritten with the new field. Note that common elements between fields (name attribute, and the like) are retained. | ||
Number | Inserts a field for outputting a number in the selected cell. If a field already exists, it will be overwritten with the new field. Note that common elements between fields (name attribute, and the like) are retained. | ||
Date | Inserts a field for outputting a date in the selected cell. If a field already exists, it will be overwritten with the new field. Note that common elements between fields (name attribute, and the like) are retained. | ||
Boolean | Inserts a field for outputting a Boolean in the selected cell. If a field already exists, it will be overwritten with the new field. Note that common elements between fields (name attribute, and the like) are retained. | ||
Image | Inserts a field for outputting an image in the selected cell. If a field already exists, it will be overwritten with the new field. Note that common elements between fields (name attribute, and the like) are retained. | ||
Barcode | Inserts a field for outputting a barcode in the selected cell. If a field already exists, it will be overwritten with the new field. Note that common elements between fields (name attribute, and the like) are retained. | ||
Form | Inserts a form tag in the selected cell. You can insert it only in an empty cell. | ||
Edit | Displays the dialog box for editing a tag. The attributes that can be edited depend on the type of tag. | ||
Validate | Checks if there is an error as a form layout in the sheet. If there are multiple fields with the same name in the sheet, or if the tag format is incorrect, it will be displayed as an error in the dialog. When you have designed a form layout for multiple sheets, you need to check each sheet. | ||
(3) | Settings | Options | You can configure the following settings.
For details on the settings, see ""Options" settings". |
Help | Displays this manual. | ||
About | Displays version information for Excel Designer. Clicking the Activation button can reactivate your license. |
"Options" settings
"SVF Cloud Account" tab
You can edit the information used for activation.
To reactivate the license with the edited information, you need to click the Activation button in Settings - About. (You cannot reactivate it on this tab.)
"Salesforce Login" tab
This is available for SVF Cloud for Salesforce. You also need to be logged out of Salesforce in Excel Designer.
You can edit the information used to log in to Salesforce through the Log In button. The information that can be edited depends on the screen used to log in.
Use add-in log in screen
Select this to use the add-in login screen.
Connect to Sandbox, ID, Password, and Security Token
They are used as information to be automatically entered on the login screen.
Save Input Value When Authentication Successful
When it is selected, if you enter new information on the login screen and log in successfully, the new information will overwrite the settings on this screen.
Use Salesforce log in screen
Select this to use the Salesforce log in screen.
When MFA is enabled in Salesforce, select this.
Use default browser
Specifies whether to display the Salesforce login screen in the OS default browser.
Figure 1. The default browser is not used
Figure 2. The default browser is used (an example where Google Chrome is the OS default browser)
Use custom domain
When a custom domain is used in Salesforce, specify the URL of the domain.
"Proxy" tab
Configure the proxy settings to use a proxy server to access SVF Cloud.
When Enable Windows default settings is selected, the proxy servers configured in the Internet Options dialog of Windows are used.
Select Use Proxy Authentication to set authentication information.
