Advanced admin, Expert admin
It is possible to combine the power of Excel with that of TimeTonic to automate your notebooks and take advantage of an almost infinite horizon of calculations.
In short, it consists of associating an Excel file with a TimeTonic table, which will perform calculations in the background and integrate the result into a field in the table.
The principle is simple: you can define TimeTonic fields as input values (= IN) in Excel and TimeTonic fields whose value will be the result of the calculation of your Excel file (= OUT).
Below is a concrete example to illustrate how Excel automation works.
Case study: Amount-based status change
Here we want to perform the following operation:
If the amount excluding VAT of a project is more than 600,00 € then its status automatically changes to "Qualification".
Create an Excel file and prepare the IN & OUT cells
Here cell B2 acts as IN for the amount before tax and cell B3 as OUT for the Status.
Note: keep in mind the name of the sheet in the workbook
Once finished save the Excel workbook
Synchronize the Excel file with the TimeTonic table
In the options of the table click on the option at the very bottom Automation with Excel and download the synchro file
Here we downloaded the file called "Synchro Projets".
Note: A TimeTonic table can only contain one Excel automation file at a time. Downloading one will overwrite the old.
Enter column synchronization codes
Here we want to synchronize the HT column with our Excel file, so that the content of cell B2 is replaced by the content found in TimeTonic.
So we will modify the "HT" column and enter the IN synchronization code, i.e. in_Feuil1_B2 to point to cell B2 of the Sheet1 sheet in the Excel file.
We will then synchronize the "Status" column which will be the OUT of our file, the synchronization code is as follows: out_Feuil1_B3
Automation with Excel is complete. The status changes automatically according to the price excluding VAT entered.
We have just seen a brief overview of the possibilities offered by Automation with Excel, these are almost unlimited, use Excel to modify dates automatically, change statuses, checkboxes, send comments and notifications, calculate margins etc.