Microsoft Office Integration (Concept): Difference between revisions

Revision as of 15:34, 18 March 2021

2.9

This piece of functionality has undergone drastic changes since writing this article and the information may be outdated or inaccurate as of now.

Easier access to the contents of files from the worlds most used business application suite.

About

Microsoft Office integration allows a Grooper user to leverage the native text of files generated in the Microsoft Office Suite such as Microsoft Word documents and Microsoft Excel spreadsheets. This feature can pull the native text from and perform type-specific activities on these files.

Supported File Types

Microsoft Word documents (.docx)
Microsoft Excel spreadsheets (.xlsx)

How to Use

To make use of this feature, ensure that Microsoft Office is installed on the machine running Grooper Design Studio.

Getting a Result with Microsoft Excel Spreadsheets

In Grooper Design Studio select a Batch that contains the desired documents.
Right click the document whose native text you wish to view.
Under Activities, select Execute. From this window, add a command.
Click the Add button to add a new command.
Under Object Type, choose Excel Document.
Under Command, choose Excel to CSV.
- Expand this Command property to choose a Conversion Method.
- Burst will convert the Excel file to a CSV and saves the results as child object(s).
- SaveNew will convert the Excel file to a CSV and save the result as a new file.
- Convert will convert the native Excel file to a CSV and replace the native file.

Getting a Result with Microsoft Word Documents

In Grooper Design Studio select a Batch that contains the desired documents.
Right click the document whose native text you wish to view.
Under Activities, select Execute. From this window, add a command.
Click the Add button to add a new command.
Under Object Type, choose Word Document.
Under Command, choose Word to PDF.

Both Excel to CSV and Word to PDF can be run with the "Excel Document" or "Word Document" object commands, or added to a batch process via the Execute activity.

Version Differences

Prior to Grooper 2.9 files from the Microsoft Office Suite had to be rendered (essentially a "print...") to PDF in order to view contents and use activities more effectively.

@@ Line 24: / Line 24: @@
 | style="padding:25px; vertical-align:top; width:35%" |
 # In '''Grooper Design Studio''' select a '''Batch''' that contains the desired documents.
-# Select the document whose native text you wish to view.
+# Right click the document whose native text you wish to view.
-# Use the object command <code>Excel Document > Excel to CSV...</code>.
+# Under Activities, select Execute. From this window, add a command.
-#* The '''Excel to CSV''' command will add a child document object for each page in the native file.
+# Click the Add button to add a new command.
-#* The '''Open''' command will literally open the file in whatever the native application is.
+# Under Object Type, choose '''Excel Document'''.
-#* The '''Save As''' command will simply let you save the file to somewhere in your file system out of '''Grooper'''.
+# Under Command, choose '''Excel to CSV'''.
-# In the subsequent '''Excel to CSV''' window that opens up, choose a Conversion Method.
+#* Expand this Command property to choose a Conversion Method.
 #* ''Burst'' will convert the Excel file to a CSV and saves the results as child object(s).
 #* ''SaveNew'' will convert the Excel file to a CSV and save the result as a new file.
@@ Line 40: / Line 40: @@
 | style="padding:25px; vertical-align:top; width:35%" |
 # In '''Grooper Design Studio''' select a '''Batch''' that contains the desired documents.
-# Select the document whose native text you wish to view.
+# Right click the document whose native text you wish to view.
-# Use the object command <code>Word Document > Word to PDF...</code>.
+# Under Activities, select Execute. From this window, add a command.
-#* The '''Open''' command will literally open the file in whatever the native application is.
+# Click the Add button to add a new command.
-#* The '''Save As''' command will simply let you save the file to somewhere in your file system out of '''Grooper'''.
+# Under Object Type, choose '''Word Document'''.
-#* The '''Word to PDF''' command will add a PDF object to the document.
+# Under Command, choose '''Word to PDF'''.
-# After creating the PDF object, run the split pages activity on the document to create child objects from the pages of the Word Document.
 || [[File:Microsoft_office_integration_001.png]]
@@ Line 51: / Line 50: @@
-Both '''Excel to CSV''' and '''Word to PDF''' commands can be added to a batch process via the Execute activity.
+Both '''Excel to CSV''' and '''Word to PDF''' can be run with the "Excel Document" or "Word Document" object commands, or added to a batch process via the Execute activity.
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