Generate Template
This topic describes how to generate a template of the Process file that can be used with other users who have Process Runner Excel Add-in; the users do not have to install Process Runner on their computers.
Note: Users having Process Runner designer license can generate Process Runner Excel Add-in file and users with Process Runner run-only license cannot generate or save the Process file. Also, multiple Process files can be connected in Process Runner and run in Process Runner Excel Add-in.
To generate template
- Open the Process file for which you want to generate the template and select Home > Generate Template. The Generate Excel Template window is displayed.
- Enter the following information:
- Create New Worksheet: Creates a new worksheet in the existing workbook and generate the template.
- Existing Worksheet: Creates the template in the worksheet that you select in the dropdown list. You can either insert the rows or overwrite the existing data.
- Header Line:
Configures the header line settings as follows:
- Technical Field Name: Allows Process Runner to retrieve the Technical Field Name at the header of the columns from SAP.
- Field Description: Allows Process Runner to retrieve the Field Description Name at the header of the columns from SAP.
- Both: Allows Process Runner to retrieve both Technical Field Name and Field Description at the header of the column from SAP.
- Select Insert sample data from recording. The sample data that was entered during the recording of the Process file is inserted in the template file.
- Select Insert "Run with Process Runner" button to worksheet. A Run with Process Runner button is added to the worksheet.
- Select OK. The template is created and is opened in Excel.
- To run the file, select Run and enter the valid SAP logon credentials.