Im creating an Excel add in for a client but after submitting it for review I get feeback like:
1) Nothing appears to happen when we click on all highlighted
buttons
2) On first launch of your add-in, it is not clear what
the value proposition is.
3) It is not clear how to configure or use the add-in, or
how the user would benefit from using the add-in.
The add in is for a specific client so it will only work with sheets with a certain format and data. What can I do to get my add-in accepted?
If your add-in is designed to work for one specific organization only, is AppSource the most appropriate delivery mechanism for you? Have you considered the suitability of Centralized deployment?
If you decide that AppSource is the appropriate delivery mechanism, then the Enterprise policies may be of interest.
Please be aware that the validation team must be able to test the full functionality of the add-in should you wish to publish on AppSource. Please ensure that you provide full testing notes with your submission containing detailed information on the data required to test your add-in.
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We have developed a couple of excel addins with office-js and are finding that it would be really handy to be able to launch one addin from another addin and even possibly pass some data between the 2. Is the launching at least possible?
If you own both add-ins, you could navigate to one or the other via the URL's you placed in your manifest file. This could allow you to launch another add-in, however it would be inside the same task pane.
You could also pass data between both apps via url query parameters.
I've done this before when I made an add-in that was a landing page for other add-ins. When you clicked on a button for another tool, it would navigate to another add-in (which was a separate project) and pass the previous tool as a parameter in the URL so you could navigate back to where you came from.
It'd also be possible to share data on a private sheet inside Excel.
This would be security issue when an add-in will be able to manipulate others. For this obvious reason this is not possible.
Usually I advise to use https://officespdev.uservoice.com/ to request unimplemented feature, but based on your description, Office team most likely won't allow it anyway.
I am trying to create a solution in SharePoint 365 (I am new in SharePoint). Below is what I am looking for:
1. A user logs in and opens a form which they fill details and forwards/submits to the supervisor for approval. There are about 20 fields to be filled
2. Once approved, a certificate, preferably in PDF, is generated based on the details entered by the user.
3. The 20 fields are made available for download in Excel whereby the 20 rows form 20 columns in the Excel.
I am not sure if SharePoint with designer or Infopath can accomplish this.
Hope you can assist me to know if this is possible and what extra tools I may need on top of SharePoint.
Your questions is very generic, it might be flagged by some moderator later. Anyway... for SharePoint Online (not SharePoint 365), you will need to write your solution using the SharePoint Framework (SPFx), to achieve this you will need to familiarize yourself with TypeScript, NPM, GULP, Yeoman Generator, React JS, and a to some degree of JavaScript.
The other possible way is to familiarize yourself with the Office 365 architecture, this options might be limited to fully achieve your goals but might be the best option if you are not a developer.
Basically you will need to create a "workflow", you can create using Flow (when a list item is submitted), inside the Flow you will read the fields submitted and send for user manager's approval (reading the property from user profile), and once the "workflow" is approved, you can capture the data, and send to Excel (you can even specify to which Excel flavor you want: Excel Online - Business, Excel Online - OneDrive, or simply Excel).
Once your Flow adds the information your target (Excel file), you add a new step in your Flow to use the "Adobe Sign" to use the create a certificate - you can use this step to get a document from an signed agreement or any other you find suitable there
You have the hard way by coding through SPFx or making your way through Flow (the easy way), it is now up to you, go with Flow, you will achieve this in probably a couple of hours.
I am working with outlook Web-Addins. Addin type is "ItemRead". Now I want some thing unrelated to mails as in i want to have button on header as i see the skype button on the top.
Also we can create Addin on mail compose. I am not sure if this is possible to have separate buttons on header separate from mail section
example in the image of skype button.
I have also tried with Outlook Add-in ModuleExtension but cannot seems to be work as expected in outlook web app.
The command controls for invoking add-on are described in manifest part of the add-in. Those controls will be displayed in predefined place of the UI depend on particular client design (Outlook online, Outlook desktop, etc.). As the developer you are able to set control's setting, such as title, icon and so on, but not the place where control will be displayed. This would be up to Microsoft dev/design team.
Bottom line: You are not able to place your control in the specific place of the client interface.
Module extension add-in currently available for Outlook 2016 desktop. There is request to make it available for Outlook online which you can upvote if you like.
Additional Questions:
So is it is not possible right right now?
Module extension add-in for Outlook online is not currently available. To place your control into the place you want is not available, either and never will be. This is because of obvious reasons ... can you imagine what's happen with user interface if every extension will be able to modify the UI as it needs? Total disaster.
Or can you help me with other option ?
Outlook add-in works with single item, as of the controls will appear when item (e-mail, appointment, etc.) selected or compose window invoked, there is nothing you can do.
Also one more thing that is it possible to store a custom global setting value for the outlook organization using addin or any other way?
To store the settings for particular mailbox, user inside organization, there is Office.context.roamingSettings object. If you need some global settings for your app for entire organization, you would set them inside JS part for this particular organization and make the deployment just withing this organization. In case you want to distribute the app via Office store and customize it per organization you may want to write some service which delivers custom settings for add-on on start-up. For example you have rest service which returns custom configuration depend on domain; in this case when add-on invoked you may request custom configuration by sending rest call with user domain and after cache it in mailbox.
I have a requirement to copy all Notes and Activities while converting Lead to Contact and vice versa.
When I Qualifying Lead to Contact I use my custom plugin which is triggered by QualifyLead event. There is no out of the box solution to convert Contact to Lead so I use my custom on-demand dialog. But this dialog unable to run my custom plugin (which will copy Notes and Activities from Contact to Lead).
Please help me to find a way to copy all this stuff from Contact to Lead.
You can create a Custom Workflow Activity with the code of your custom plugin and uses as step inside your on-demand dialog.
You can start from here:
http://msdn.microsoft.com/en-us/library/gg328515.aspx
Another way that you can do this is to simply reference the notes from the Lead in the Contact, Account, or Opportunity entities using an IFrame and some JavaScript as described in http://030bacf.netsolhost.com/WordPress/?cat=69 . Depending on how many records you have, potentially this could even be a better solution since you are only keeping one copy of the notes which will help keep the size of the database more manageable and performance better. Or you could use this solution for the notes and the solution recommended by Guido for the Activity records. I had to make a change to the URL used for CRM 2013 and have copied that part below.
//src="/"+context.getContext().getOrgUniqueName()+"/_controls/note/notesdata.aspx?id="+lookupItem[0].id+"&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false";
// change to this for CRM 2013
src=serverUrl+"/"+Xrm.Page.context.prependOrgName("/_controls/notes/notesdata.aspx?id="+lookupItem[0].id+"&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false");
In our call center we use Excel VBA to extract integrated data through Avaya CMS supervisor. We have been using the same code for years.
One of our supervisors cannot run the report with her windows NT login. She receives the OLE timeout error when attempting. Every other user can run the report if they attempt to use their NT at the same computer.
We don't have anyone who knows VBA or Avaya well enough to troubleshoot (a temp was hired to code). I am intermediate level at best and find nothing wrong with the logic - as I said earlier it runs fine for me.
When I asked our dedicated IT department if this could be a user profile issue they informed me all supervisors have the same "cookie cutter" profile given to them. They state it has to be an issue with the VBA code.
Is there any other troubleshooting methods I can attempt at this point? Besides user permissions with Avaya and the code itself is there anything else that could interfere with VBA? Thanks in advance
It's possible that it could be an issue with the User Account Control (UAC), if that supervisor has it set on a higher level than others. When the UAC is turned on, it restricts what you can do in VBA. To check the UAC level, open the control panel, then 'User Accounts', 'Change User Account Control settings'
One alternative to using Excel VBA to extracting data is to use a web browser based reporting tool with full permission controls that exports regularly to Excel. NetLert's N-Focus Plus reporting tool can do that - it pulls data from CMS, stores it to a database on a server (as a result, you can store unlimited historical interval data), lets you set up any number of permissions for unlimited 'supervisors' so they only see their data or their groups' data, and they can export reports to excel or set up their own automatic daily/weekly/monthly report distribution. It also ties multiple CMS servers together in a single web-based interface, and does real-time and historical reporting... check it out at http://www.netlert.com/nfocus_video_overview.php