Question

linking an Excel sheet to ifs menu

  • 20 October 2020
  • 2 replies
  • 374 views

Userlevel 2
Badge +3

Hi

can am excel sheet saved on a file server be linked to an object in ifs menu or the portal 

we want to allow users to open excel only for viewing via the ifs application 

these excel files are stored on the file servers 

If someone has done this or can do so pls share procedure 

regards 


2 replies

Userlevel 5
Badge +11

What version of IFS are you on please?

 

Instead of a menu, what we have done for a customer is to utilise a custom field with a clickable hyperlink.  So this custom field would be a URL that points to a PDF or Excel spreadsheet on the customer’s intranet, when you click the link it would open the appropriate program for the given file type.

 

 

Userlevel 2
Badge +5

Morning,

As Steve mentioned above, a clickable hyperlink is probably the best way to achieve this, as the fields will also be available within the Aurena interface going forward.

Though if a menu is the requirement, you can set an Action Type of external program like the below:

Cheers,

Marcus

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