Working with 12d Synergy Plugin for Microsoft Excel

12d Synergy offers a plugin to easily interface with Microsoft Excel. 

1.1. The 12d Synergy Plugin for Microsoft Excel

1.2. How to Check-out a File using the 12d Synergy Plugin

When you open a worksheet in View only (read-only) mode, you can still check out the worksheet using the 12d Synergy plugin for MS Excel.

1. In the 12d Synergy plugin, click the icon.
   
   
   This icon is enabled only when a worksheet is opened in the View only (Read-only) mode.
   The following prompt is displayed.
   
   
   
2. Click the Yes button to confirm the checkout.
   The worksheet is checked out and is now editable.

1.3. How to Upload Files into the Server

Uploading a file will check in the worksheet and make it a read-only file. You have two options to upload a file.

1. In the 12d Synergy plugin, do one of the following:
   • To upload/import the worksheet into the 12d Synergy application, do the following:
     1. Click the Upload icon.
        The following prompt is displayed.
        
        
        
     2. Select the required option and upload the file.
   • To upload/import the worksheet into the 12d Synergy application with a different file name, do the following:
     1. Click the Upload As icon.
        The Name File for Upload window is displayed.
        
        
        
     2. Enter the new file name in the Upload As box.
     3. Click the Accept button.
        The Select a folder window is displayed.
        
        
        
     4. Select the location where you want to upload/import the newly named file.
     5. Click the Select button.
        The following prompt is displayed.
        
        
        
     6. Select the required option and upload the file.

1.4. How to Get the Latest Version of the file

When you work on a worksheet, save it, and check it into the 12d Synergy Client application, the version number of the file is updated. When you checkout the file, work on it, and save it, the version number on the 12d Synergy Client application is NOT updated as it is still not checked in.

When you do a Get latest version for any worksheet, the last checked-in version of the worksheet is updated to your local workspace and is opened for use.

Note that if you have checked out a file, made some changes to it, saved it, and closed it but did not check it into the 12d Synergy Client application, then on doing a Get Latest Version, the changes that you have made to the worksheet are lost as they have not been checked in to the 12d Synergy Client application.  

You can perform a Get Latest Version function in one of the following ways:

• Right-click the worksheet and select the Get latest version option.
• In the opened worksheet, access the 12d Synergy menu option and click the  icon.

The locally saved version of the worksheet is overwritten by the last saved version checked into the 12d Synergy Client application.

1.5. How to Insert Attributes in a File

Excel worksheets that have plugins can have embedded attributes. When you update the source of these attributes, such as a Job attribute, the worksheet is automatically checked out, the attribute value is updated, and it is checked back into the 12d Synergy Client application. Thus, the version number of the file is increased, and the worksheet is up to date.

To insert an attribute, do the following:

1. Open the Excel worksheet and place the cursor at the cell where you want to insert an attribute.
2. Click the icon from the 12d Synergy plugin.
   The Select Attribute window is displayed.
   
   
   
3. Select the required attribute and click the Select button.
   The value of the selected attribute is inserted in the worksheet at the cursor.
   
   • You can use the Refresh Attributes icon button to update the values of the attributes in the worksheet when they are updated in the 12d applications.
   • If you select the Insert as a dynamic placeholder check box in the Select Attribute window, the attribute name is added to the worksheet within square brackets. The square brackets symbolise a placeholder for the attribute mentioned in between them, the value of which can be updated only once.

1.6. How to Create a PDF of the MS Excel Worksheet

12d Synergy enables you to directly create a PDF of the MS Excel worksheet you are working on and save it at a location of your choice in the 12d Synergy Client application.

1. Click the Save As PDF icon button on the 12d Synergy plugin.
   The Select a Folder window is displayed.
2. Select the location where you want to save the created PDF.
3. Click the Select button.
   The Enter the new name for the file prompt is displayed.
4. Enter a name for the PDF to be created and click the OK button.
   The Describe this Change prompt is displayed.
   
   
   
5. Select the Created PDF option.

The PDF is created and is saved in the selected location.