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Question

 Jigar Patel (JigarP11)
Rulesware

Rulesware
US
JigarP11 Member since 2014 1 post
Rulesware
Posted: Jun 8, 2017
Last activity: Jun 28, 2017
Posted: 8 Jun 2017 10:39 EDT
Last activity: 28 Jun 2017 12:34 EDT
Closed
Solved

Edit in Excel Option not visible for Decision tables

Hi All,

I an not able to see "Edit in Excel" option for Decision table. i have installed required Activex controls.

PRPC Version 7.2.2

Browser IE 11

Excel 2013

Please let me know how can i enable that feature.

Thanks,
Jigar Patel

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Data Integration

Accepted Solution

Posted: 7 years ago
Posted: 8 Jun 2017 11:09 EDT
Gareth Lukes (GarethLukes_GCS)
PEGA
Principal Service Assurance Advisor
Pegasystems Inc.
GB

From Pega 7.2.1 and later versions the Open authoring for rule forms has been removed and there is no dependency on ActiveX as per the release note https://community.pega.com/knowledgebase/release-note/open-authoring-rule-forms-has-been-removed

There is no longer an "Edit in Excel" option following this change and the functionality is replaced by the "Import" and "Export" buttons that you can see.

Here is the Help for the buttons taken from https://community.pega.com/sites/default/files/help_v722/procomhelpmain.htm

Show More

From Pega 7.2.1 and later versions the Open authoring for rule forms has been removed and there is no dependency on ActiveX as per the release note https://community.pega.com/knowledgebase/release-note/open-authoring-rule-forms-has-been-removed

There is no longer an "Edit in Excel" option following this change and the functionality is replaced by the "Import" and "Export" buttons that you can see.

Here is the Help for the buttons taken from https://community.pega.com/sites/default/files/help_v722/procomhelpmain.htm

Import

After you export a decision table, you can make changes in the .xlxs file and import the updated file. The decision table rule form is updated with the changes you made.

You must import the same file that you exported. You can change the name of the exported file and import the renamed file. However, you cannot import a file different from the one you exported.
Export

Exports the decision table in .xlxs format. After you make your changes and save this file, you can import it with your changes.

You can modify OR conditions in rows in the exported file but cannot add them. You can add OR conditions only in the decision table rule form.

Notes:

The Otherwise row is locked in the exported file. You cannot delete this row, and you cannot insert rows when you select this column.

The Return column is locked in the exported file. You cannot delete this column, and you cannot insert columns when you select this column.

 

In Pega 7.2.2 you should use the Export / Import functionality to perform edits in Excel.

Thanks,

Gareth

 

 

 


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