Visual Studio 2017
Microsoft Teams
Scenario:
Within Teams we have a team with a tab that contains a spreadsheet. Users can enter information w/ a new number and the name of the person responsible etc.
Is it possible that when this item is entered that an email can automatically be sent to the person responsible from within Teams?
I have done some initial research and so far I do see where you can create apps BUT I just would like to know if what I am proposing is possible and if so would it be a monumental undertaking or shouldn't be too difficult.
Any thoughts/feedback appreciated,
Thank you
There are actually two problems to solve here. One, how to detect that something happened in Excel. Two, to take action on that event and send email.
For both of these, you can create Excel macros using VBA (transforming the file from xlsx to xslm). XSLM files require the full Excel client though and don't run well on the web version of Excel. I can't think of another way to do it using Excel.
Related
I was trying to run the sample project with custom functions add-in using this link: https://github.com/OfficeDev/Excel-Custom-Functions.
I made sure that I meet all the prerequisites for running the project. I installed the certificates, and run the project successfully, but I'm stuck at step 3, of registering the custom functions add-ins by going to the insert tab and adding the respective add-in by selecting from the developer section. The problem I'm facing is that I have a different view and organization of options in my excel client application and I could not find the developer section from where I can register my Add-in. I'm attaching the images of the ribbon that I have in excel.
So if you will look into the images, you will see that there is manage my addins options, which will only show the add-ins that have been sideloaded manually but not the ones that were sideloaded using the script in this project. So I don't know where can I find the developer Section. Any help would be much appreciated. Thanks!
I'm also part of the Insider program which can be seen in the given image
If you're a member of the Office Insider program and are running Excel for Windows build number 10827 or later, the Insert ribbon should look like the following screenshot (with red rectangles highlighting the items you choose to register your custom functions add-in).
Have you joined the Office Insider program?
What build number of Excel for Windows are you running?
(Screenshot taken from the Custom Functions Tutorial).
So I fixed my problem after I found out that custom functions only works with the Insider Channel and not with Monthly Targeted, which I had beforehand. I got help from this link: https://answers.microsoft.com/en-us/msoffice/forum/all/create-custom-functions-in-excel-is-not-working-as/1ce500cc-8f83-421a-bb7c-2ae34027d444.
My partner and I created a custom task form to be used in Outlook using the developer mode to do that, and we published it to the Organization Forms Library for anyone to open. We're running into issues that I personally can't seem to find on how to resolve:
Custom forms aren't syncing correctly.
When I complete out the custom form, and I assign it to someone else they might be missing details like the dates I picked from the date picker, and text within the text box are gone too. It's very odd that sometimes some would get all the details that an end-user would input but that's like a 1/8 chance. I feel like there's a disconnect where it just won't behave like any other task. Cache mode or no cache mode doesn't matter it seems. When the person assigns it back with changes made on their end, those changes aren't seen on my side. I just have the same original details that I made when I first made it. We're on Exchange Server 2010.
Looks like a custom form was not published correctly to others in the organization. Try to create a new Outlook item on other machines with your custom forms to make sure they were deployed correctly.
Note, message forms default to separate layouts for composing and reading. Many people find their first message form doesn't look right when they receive an item created with it. That's simply because they forgot to click the Edit Read Page button and customize the Read layout!
You may find the Customizing Outlook Message Forms article helpful.
I'm looking for some high-level help with determining the best type of Visual Studio 2010 project to use for an Excel custom application.
I will be developing a program that requires the user to enter a dataset in a particular way. Not using a form per se, but rather in columns and the program will need to do some custom validation on the items in order to prep the data. From there, the user will be able to conduct various operations on the data via a custom Ribbon and associated options. The program will also transmit the data via web service.
I've fooled around with the Add-In project and that gives me a lot of what I need but I'm wondering if a Template or Workbook project is better for this in terms of data entry and being able to "guide" the user a little more.
How do you go about choosing between which project type to use? Do all the project types support a custom Ribbon?
Sorry if this is too far off topic. I'm referring to VBA, not Visual Studio, but it might still be relevant.
With an AddIn, compared to a Workbook, you can separate your code from the user's data. So, if the code is complex, and you'll need to update it separately from user's workbooks with data, this is not a bad idea.
With an AddIn, you can add buttons that do things like check to make sure the user data workbook is ok, or process it in someway. However, the AddIn custom buttons will load ever time a user opens any Excel worksheet. This doesn't sound good, but in practice, isn't so bad. You can code your AddIn so it does nothing as long as no one uses a button, so it almost doesn't hurt load times, etc...
A Workbook might be useful if you need to really guide the user - that is, you cannot rely on the user to hit a button to verify something, and instead you need to verify on every change, for example. However, the workbook solution incorporates the user data and your code in the same workbook, so if you need to update the code for existing users' data, that's harder.
I use a combination of AddIn (.xlam) with buttons, and a template (with minimal self-describing data only).
I'm not sure about the template-only option, so won't comment on that.
Currently we have a system which we paid for that pushes information into Excel through a plugin and only into Excel. This is the way the product was designed. In a spreadsheet you enter a command which then pulls the appropriate data.
I wrote a few lines of code to save the data from excel into a SQL database and then push this information onto a webpage so it can be easily viewed.
The problem with this is that it requires Excel to be open 24/7. Every so often Excel will hiccup causing information to stop updating. This is easily fixed by restarting the Excel spreadsheet, but is tedious.
My question: is there any API which allows me to mimic Excel without having Excel open?
Are you looking for a spreadsheet component that can be embedded in an application. You can find a list here:
http://www.devdirect.com/all/SPREADSHEET_PCAT_1977.aspx
After some research on this it has become clear to me that there is no Excel API from Microsoft to allow access to Excel without excel.
I've recently customized the lookup functionality of MS CRM 4.0 to filter a contact list to only those contacts owned by a client using techniques similar to the one presented here:
http://advantageworks.blogspot.com/2008/02/pseudo-filtered-lookup-dialog-in.html
My question is, can I apply the same type of logic to the Form Assistant pane within the window? I've currently disabled the form assistant to prevent confusion, but I'd very much like to filter those contacts as well. I like the inline AJAX presentation of that data more than the lookup pop-up window, but I can't find any information on how that thing is working.
Anyone out there done this before?
Thanks in advance!
Bob
As far as I can tell from the research I've done - customization of the Form Assistant pane in MS CRM 4.0 in this manner simply is not possible. In those cases where we required this customization we opted to hide the Form Assistant to prevent end-user confusion.
Boo MS.
Boo.