Excel Updater Generator

TIP: We invite you to learn about this solution below, and once you are ready, to then proceed here.

Our Excel Updater Generator solution gives you the sample format for our Excel Updater solution along with an accompanying view definition (including custom data) ready to copy and paste right into Workfront.

To use it…

Choose an object type, select a category, then run it to generate an Excel file with a PROJECTS/TASKS/ISSUES/etc tab containing columns for all core and custom parameters for the category that matches, and a text file with the accompanying view definition.

Copy the contents of the latter, edit it as desired (e.g. removing all but the ID, name, and custom data definitions), and then copy and paste the results into a new Workfront view to efficiently see all the desired column rather than having to drag and drop them through the Workfront view builder.

Filter to the data of interest within Workfront, apply the view, export the data to Excel, rename the exported tab, manipulate the data as desired, optionally add more rows, and then upload the file through our Excel Updater solution to synchronize the changes back into Workfront.