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Defining Organization-Specific Behavior for the Excel Integration Wizard

This section is intended for administrators who want to implement specialized behavior for Aptify's Excel Integration component.

 

In Aptify, a developer can create an Excel Integration component to define an organization-specific configuration of the Excel Export functionality. A developer can also define a default configuration for all views within the Aptify system or entity-specific Export to Excel wizards depending on an organization's needs. For example, a developer can create an integration component that adds an audit trail for exports run from the Companies service.

To facilitate this functionality, Aptify includes two Entity Plug-In Types that an administrator can use to implement the desired behavior of the Excel Export functionality.

  • Excel Integration Default (37): This plug-in type, when added to the Views entity, defines the default Excel Integration component that will be used by the Excel Export wizard for all entities that do not have an entity-specific Export To Excel wizard. If this plug-in is not specified, Aptify's core Excel Integration component will be used.
  • Excel Integration (38): This plug-in type, when added to a particular entity, defines the Excel Export wizard for the entity and overrides the default Excel Integration logic specified in the Views entity (or the core Excel Integration component if a default integration plug-in is not specified in the Views entity).

See Developing Entity Plug-in Objects for more information about creating an entity plug-in object leveraging Aptify's existing objects to modify or enhance an entity's business logic.

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