Setting processing options for Excel templates

The Microsoft Excel template business object contains a list of values (LOV) property called excel_template_rules, which you can use to further configure Excel template exports. This LOV property controls several additional behaviors applied to the Excel template during export, by modifying the property in the rich client.

You set the excel_template_rules property on the template object itself. Because you do not tag it in the template's property table, its value is not exported to Excel output files and does not affect live Excel modifications.

Possible LOV values

disable_outline — Disables the outlining feature in Excel. If set and you export a structure using this template, outlining is disabled and the exported structure is a flat structure.

apply_bom_crawling — Enables editing requirement properties in a Microsoft Excel export. By default, parents of a structure are not exported, but with this LOV value set, all parents of a selected element are exported and the export output in Excel matches the structure order.

apply_packing — Packs multiple rows into a single row.

absolute_level — Level of the object is considered as the absolute level within the structure, rather than relative to the starting level of the top line object. For example, exporting an intermediate line at structure level 4 normally treats it as level 0 in the export; with absolute_level applied, the actual level (4) is used instead.

disable_export_child_lines — Disables automatic traversal of child lines. By default, exporting a structure traverses deep into it; with this LOV value set, automatic deep traversal is disabled, and you can instead use a transfer mode to traverse deep into the structure.

audit_templates — Used for templates used for audit purposes (Audit Manager).

budget_templates — Used for templates in budget use cases (Budget scenarios).

Note: You can set multiple LOV values for the same property.