Customize the Template Sheet

 
When you click on the ‘New Sheet’ button , a new worksheet will be created based on the ‘Template123’ worksheet.  The ‘Template123’ worksheet can be modified so that new worksheets are created based on the modified format.
 
Use the ‘Edit Template’ button on the ribbon to display/hide the ‘Template123’ worksheet.
 
 
Make changes to the Template worksheet as required.  Changes that could be made to the Template worksheet include:
 
·         Delete any columns not required
·         Set up formulas to calculate values
·         Re-order columns
·         Add or modify comments to assist users
·         Format cells
·         Put your own Company Logo on the worksheet.
·         Insert new columns for Descriptive Flexfields (DFF’s)
 
Any new worksheets created using the ‘New Sheet’ button  will include the changes you have made to ‘Template123’.
 
NOTE:  Save a copy of the workbook before modifying ‘Template123’.  This will enable you to go back to the full Template (if necessary).  Alternatively, you could download a new copy of the Wizard from our website.
 
 
Use the ‘Format Sheet’ button on the ribbon to display/hide the ‘Template123’ sheet for changing the Logo.
 
 
The following message box will display:
 
 
This sheet stores the current logo that is used by default in the Wizard templates but can be changed at the user’s discretion.
 
 
 
Change the More4apps Logo
 
You can change the existing More4apps logo on the template so that new sheets created have your Company Logo automatically created.
 
To do this undertake the following:
 
1.    Unhide ‘Template123’ using the ‘Format Sheet’ button on the Wizard – Setup’ ribbon.
 
2.    Delete the existing logo using excel standard functionality.
 
3.    Insert a picture into the worksheet and name it ‘CustomLogo’ and press ‘Enter’ (see screenshot below):
 
 
4.     Hide ‘Template123’ by clicking the ‘Format Sheet’ button on the Wizard – Setup ribbon.
 
From this point on, all new sheets created using the ‘New Sheet’ button on the Wizard ribbon will use the icon inserted above.
 
Column Names in Row 9
The column names are stored in row 9.  These are fixed and cannot be changed.  Do NOT insert or delete ROWS before row 10. The case of the column name is not important but spelling is.  If you change the content of row 9 in any column, you have in effect deleted the column as far as the program is concerned.  You can however move the columns anywhere you like or even delete them.
 
Do Not Hide Columns
It is recommended that you do NOT HIDE any columns in your worksheet because when your worksheet is uploaded into Oracle the hidden columns will also be uploaded.
 
Click here to watch how to use ‘Templating’. 
 
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