Perform Actions On External Source
How to upload files on External Source (Example:SharePoint, Dataverse...)
After performing steps like login, select Channel/View/Folder and Get Data display on File Excel, the next step to New Items as follows.
Step 1: Insert a new row:
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User can insert a row at the top, middle, or bottom of the worksheet.
Step 2: Click on the "Attach File ID" Column:
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Click the cell under the "Attach File ID" column.
Step 3: Select a File to Upload:
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On the right-hand panel, click “Click to browse or drag and drop your files” and select a file from your computer to upload.
Step 4: Attach the File:
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After the file has been uploaded successfully, click Attach button.
How to create items on External Source (Example:SharePoint, Dataverse...)
After performing steps like login, select Channel/View/Folder and Get Data display on File Excel, the next step to New Items as follows.
Step 1: Insert a new row:
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User can insert a row at the top, middle, or at the bottom of the worksheet.
Step 2: Enter data:
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Input values for one or multiple columns to create a new item.
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Support create multiple items at the same.
How to update items on External Source (Example:SharePoint, Dataverse...)
After performing steps like login, select Channel/View/Folder and Get Data display on File Excel, the next step to Update Items as follows.
Step 1: Select items to Edit:
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Select one or multiple items you wish to modify.
Step 2: Change values:
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Modify values across one or more columns for one or more items at the same time.
How to delete items on External Source (Example:SharePoint, Dataverse...)
After performing steps like login, select Channel/View/Folder and Get Data display on File Excel, the next step to Delete Items as follows.
Step 1: Double click the row:
- Double click a row at the top, in the middle, or at the bottom.
Step 2: Click the right mouse button:
- Right-click the row to delete one or more items in Excel.
- Support deleting items by clearing the value of each cell. If all cell values for an item are cleared, that item will also be considered deleted.
