{"id":9754,"date":"2025-05-01T08:44:49","date_gmt":"2025-05-01T08:44:49","guid":{"rendered":"http:\/\/Ines%20Prespjanin"},"modified":"2025-05-12T09:55:53","modified_gmt":"2025-05-12T09:55:53","password":"","slug":"excel-reader-configuration","status":"publish","type":"docs","link":"https:\/\/extensionkit.unitfly.com\/documentation\/excel-reader-configuration\/","title":{"rendered":"Configuration"},"content":{"rendered":"\n<p>After you have successfully installed the application, you should configure Excel Reader.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open M-Files Admin<\/li>\n\n\n\n<li>In the left-side tree view, expand the desired connection to M-Files Server.<\/li>\n\n\n\n<li>In the left-side tree view, expand the&nbsp;<em>Document Vaults<\/em><\/li>\n\n\n\n<li>Still in the left-side tree view, expand the vault where you installed the connector and select&nbsp;<strong>Configurations<\/strong>.<\/li>\n\n\n\n<li>Expand&nbsp;<em>Other Applications<\/em><\/li>\n\n\n\n<li>Expand&nbsp;<em>Extension Kit<\/em><\/li>\n\n\n\n<li>Click on&nbsp;<strong>Excel Reader.<\/strong><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-toc-title\">Field description<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Field<\/strong><\/td><td><strong>Value<\/strong><\/td><td><strong>Description<\/strong><\/td><\/tr><tr><td>Enabled<\/td><td>Yes\/No<\/td><td>Specifies whether the module is in use.<\/td><\/tr><tr><td>Configuration<br>Mode<\/td><td>Simple\/Advanced<\/td><td>Display basic or advanced configuration options for module.<\/td><\/tr><tr><td><strong>Rule Groups&gt; Group<\/strong><\/td><td><\/td><td><\/td><\/tr><tr><td>Name<\/td><td>Text<\/td><td>Specifies group name.<\/td><\/tr><tr><td><strong>Rule Groups&gt;Group&gt;Rule<\/strong><\/td><td><\/td><td><\/td><\/tr><tr><td>Name<\/td><td>Text<\/td><td>Custom rule name.<\/td><\/tr><tr><td>Description<\/td><td>Text<\/td><td>Optional rule description.<\/td><\/tr><tr><td>Enabled<\/td><td>Yes\/No<\/td><td>Specifies whether the rule is in use.<\/td><\/tr><tr><td>Configuration<br>mode<\/td><td>Simple\/Advanced<\/td><td>Display simple or advanced configuration options for rule.<\/td><\/tr><tr><td>Trigger<\/td><td>One of the following:<br>\u2022&nbsp;&nbsp;&nbsp;Object created<br>\u2022&nbsp;&nbsp;&nbsp;Object entered state<br>\u2022&nbsp;&nbsp; Object Changed<br>\u2022&nbsp;&nbsp; RunOnce<br>\u2022&nbsp;&nbsp; Scheduled<br>\u2022&nbsp; OnComment<\/td><td>Type of event that triggers the execution of this rule.<br><strong>Object created<\/strong><em>.<\/em>\u00a0If this option is selected, rule will be executed on creation of source object.\u00a0<strong>Object entered state.<\/strong>\u00a0If this option is selected, rule will be executed when source object changes workflow state.<br><strong>Object changed.<\/strong>\u00a0If this option is selected, rule will be executed when any change is made on source object. <strong>Run once. <\/strong>If this option is selected, rule will be run only once and on all matching objects in vault.<br><strong>Scheduled.<\/strong>\u00a0If this option is selected, rule will be run on inserted time.<br><strong>On comment.\u00a0<\/strong>If this option is selected, rule will run whenever a comment is added to the source object. \u00a0<\/td><\/tr><tr><td><strong>Rule Groups&gt;Group&gt;Rule&gt;Source filename wildcard<\/strong><\/td><td><\/td><td><\/td><\/tr><tr><td>Filename<br>wildcard [n]<\/td><td>Text<\/td><td>Filename wildcards used to select files from object on which action will be executed.<\/td><\/tr><tr><td><strong>Rule Groups&gt;Group&gt;Rule&gt;Monitored property condition<\/strong><\/td><td><\/td><td><\/td><\/tr><tr><td>Property<\/td><td>Property definition<\/td><td>Property whose value will be checked.<\/td><\/tr><tr><td>Monitor<br>type<\/td><td>One of the following:<br>\u2022&nbsp;&nbsp;AnyChange<br>\u2022&nbsp;&nbsp;WithCondition<\/td><td><strong>Any change&nbsp;<\/strong>\u2013 all changes will be monitored, and rule will be triggered on any property change.<br><strong>With condition<\/strong>&nbsp;\u2013 rule will be triggered on property change only if specified condition is satisfied<\/td><\/tr><tr><td><strong>Rule Groups&gt;Group&gt;Rule&gt;Monitored property condition&gt;WithCondition<\/strong><\/td><td><\/td><td><\/td><\/tr><tr><td>Value<br>from<\/td><td>One of the following:<br>\u2022&nbsp;CurrentVersion<br>\u2022&nbsp;PreviousVersion<\/td><td>Execute condition for property value in selected object version.<\/td><\/tr><tr><td>Operator<\/td><td>One of the following:<br>\u2022&nbsp; =<br>\u2022&nbsp;&nbsp;!=<br>\u2022&nbsp; &gt;<br>\u2022&nbsp; &lt; \u2022&nbsp; &gt;=<br>\u2022&nbsp; &lt;=<br>\u2022&nbsp; Contains<br>\u2022&nbsp;&nbsp;Does not contain<br>\u2022&nbsp; Starts with<br>\u2022&nbsp; Does not start with<\/td><td>Operator for monitored property condition.<\/td><\/tr><tr><td>Value<br>mode<\/td><td>One of the following:<br>\u2022&nbsp;&nbsp;Dynamic value<br>\u2022&nbsp;&nbsp;Static value<br>\u2022&nbsp;&nbsp;Empty value<\/td><td>Property value to use in condition. Can be static or dynamic (from current object).<\/td><\/tr><tr><td>Value<\/td><td>Value<\/td><td>Property value to use in condition.<\/td><\/tr><tr><td><strong>Rule Groups&gt;Group&gt;Rule&gt;Trigger source<\/strong><\/td><td><\/td><td><\/td><\/tr><tr><td>Object<br>type<\/td><td>List of object types<\/td><td>Object type of source object.<\/td><\/tr><tr><td>Class<\/td><td>List of classes.<\/td><td>Class of source object.<\/td><\/tr><tr><td>Workflow<\/td><td>Workflow<\/td><td>Workflow of source object.<\/td><\/tr><tr><td>State<\/td><td>Workflow state<\/td><td>Workflow state of source object. Note! If you have entered a state, you must also enter the workflow above.<\/td><\/tr><tr><td><strong>Rule Groups&gt;Group&gt;Rule&gt;Trigger source&gt;Search filters<\/strong><\/td><td><\/td><td><\/td><\/tr><tr><td>Search<br>condition<\/td><td>Search conditions<\/td><td>Optional additional conditions that source object needs to satisfy. Conditions inside a single filter are combined with AND, while multiple filters are combined with OR operator.<\/td><\/tr><tr><td>Look<br>in<\/td><td>One of the following:<br>\u2022 Latest obj version<br>\u2022 All obj versions<\/td><td>When trying to match the above source conditions, look in all object versions, or only the latest one.<br><strong>Latest obj version<\/strong><em>.<\/em>&nbsp;If this option is selected, the current object version must match the specified conditions for object to be treated as source for this rule.<br><strong>All obj versions<\/strong><em>.<\/em>&nbsp;If this option is selected, any object version must match the specified conditions for object to be treated as source for this rule.<\/td><\/tr><tr><td><strong>Rule Groups&gt;Group&gt;Rule&gt;Excel action<\/strong><\/td><td><\/td><td><\/td><\/tr><tr><td>Value<br>type<\/td><td>One of the following:<br>\u2022&nbsp;&nbsp;ValueListItem<br>\u2022&nbsp;&nbsp;SimpleValue<br>\u2022&nbsp;&nbsp;Object<\/td><td><strong>ValueListItem<\/strong><em>.<\/em>&nbsp;If this option is selected value from Excel will be inserted in lookup property.<br><strong>SimpleValue<\/strong><em>.<\/em>&nbsp;If this option is selected value from Excel will be inserted in selected property.<br><strong>Object.&nbsp;<\/strong>If this option is selected object with specified name will be searched for in the vault. If create if doesn\u2019t exist is set to true, object will be created if it doesn\u2019t exist.<br>&nbsp;<\/td><\/tr><tr><td><strong>Rule Groups&gt;Group&gt;Rule&gt;Excel action&gt;Simple Value<\/strong><\/td><td><\/td><td><\/td><\/tr><tr><td>Simple<br>property<\/td><td>Property Definition<\/td><td>Simple property definition for Excel action mapping.<\/td><\/tr><tr><td>Sheet<\/td><td>Text<\/td><td>Name of the sheet mapping will be sourced from.<\/td><\/tr><tr><td>Column<\/td><td>Column<\/td><td>Excel column to use as mapping source (A, B, C, \u2026).<\/td><\/tr><tr><td>Row<\/td><td>Row<\/td><td>Excel row to use as mapping source (1,2,3, \u2026).<\/td><\/tr><tr><td><strong>Rule Groups&gt;Group&gt;Rule&gt;Excel action&gt;ValueListItem\/Object<\/strong><\/td><td><\/td><td><\/td><\/tr><tr><td>Delimiter<\/td><td>Text<\/td><td>Lookup values delimiter.<\/td><\/tr><tr><td>Create<br>if doesn\u2019t exist<\/td><td>Boolean<\/td><td>Create object or value list item if it does not exist in vault. For value lists, make sure that&nbsp;<em>Allow users to add new values to this list<\/em>&nbsp;item is enabled. Only objects without any required properties can be created this way, because only name and class will be set upon creation.<\/td><\/tr><tr><td>Lookup<br>property<\/td><td>Property definition<\/td><td>Lookup property definition for Excel action mapping.<\/td><\/tr><tr><td><strong>Rule Groups&gt;Group&gt;Rule&gt;Excel action&gt;Target object<\/strong><\/td><td><\/td><td><\/td><\/tr><tr><td>Find<br>Target<\/td><td>One of the following:<br>\u2022&nbsp;Via property<br>\u2022&nbsp;Via Search<\/td><td>Specify how to find targets: via property reference or vault search.<\/td><\/tr><tr><td>Reference<\/td><td>Property definition<\/td><td>Property that acts as a reference between source and target objects.<\/td><\/tr><tr><td>Reference<br>Direction<\/td><td>One of the following:<br>\u2022&nbsp;&nbsp;Direct<br>\u2022&nbsp;&nbsp;Indirect<\/td><td>Type of reference between source and target objects.<br>Direct is when source object references target objects, indirect is when target objects reference the source object.<\/td><\/tr><tr><td>Filter<br>Conditions<\/td><td>Search<br>conditions<\/td><td>Optional search conditions used to find the targets.<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>After you have successfully installed the application, you should configure Excel Reader. Field description Field Value Description Enabled Yes\/No Specifies whether the module is in use. ConfigurationMode Simple\/Advanced Display basic or advanced configuration options for module. Rule Groups&gt; Group Name Text Specifies group name. Rule Groups&gt;Group&gt;Rule Name Text Custom rule name. Description Text Optional rule [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[318],"doc_tag":[],"knowledge_base":[273],"class_list":["post-9754","docs","type-docs","status-publish","hentry","doc_category-excel-reader","knowledge_base-documentation-extension-kit-for-m-files"],"year_month":"2026-04","word_count":906,"total_views":"436","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Katarina \u0160ari\u0107","author_nicename":"katarinasaric","author_url":"https:\/\/extensionkit.unitfly.com\/insights\/author\/katarinasaric\/"},"doc_category_info":[{"term_name":"Excel Reader","term_url":"https:\/\/extensionkit.unitfly.com\/documentation\/documentation-extension-kit-for-m-files\/excel-reader\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Configuration - Extension Kit for M-Files | Unitfly<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/extensionkit.unitfly.com\/documentation\/excel-reader-configuration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configuration - Extension Kit for M-Files | Unitfly\" \/>\n<meta property=\"og:description\" content=\"After you have successfully installed the application, you should configure Excel Reader. 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