Using Process Runner Excel Add-in

To use Process Runner Excel Add-in, perform one of the following steps:

• If your organization is using the cloud license model and you try to select any option on the Process Runner tab, you are prompted to enter the following information:
  1. (Only the first time you try to use the product) Tenant name associated with your organization.
  2. Your user sign-in credentials as shown in the following screenshot.
     

  For information about the cloud license model, contact Magnitude Support.

• If your organization is using the legacy license model, you must first configure the license details. For more information, see License Management .

This section describes the basic tasks that can be performed in Process Runner Excel Add-in:

• Open, Run Process File
• Add Local Process Files
• Manage Process Files
• Configure Process File Settings
• Display Document in SAP
• Dynamic F4 Lookup
• Check for Updates