Approving and rejecting from within Excel

Introducing Winshuttle RUNNER for TRANSACTION > The RUNNER Add-in for Excel > Approving and rejecting from within Excel

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Approving and rejecting from within Excel

It is crucial that files are always worked from within the CENTRAL client. If you work files that are not a part of a workflow, the workflow could break and the file might not run.

NOTE: To be a part of a CENTRAL workflow, a file must be created with a program in CENTRAL mode.

The reviewer can open the file either from the email message or from the client task list.

Working files from within an Excel sheet

To view the Runner add-in pane

For Excel 2007, click the Winshuttle tab , and then click RUNNER.

-or-
For Excel 2003, click RUNNER Add-In.

Submitting a file for approval

Your file may require approval after you enter data. For more information, see Sending a file for approval.

Approving, rejecting, or reassigning a file in Excel

To approve or reject files from within Excel

Under My Actions, click View.
In the Review Tasks window, select Approve or Reject. After you click Approve, the file closes while it is checked in. You must open it again to run it.
If a file was selected to be autoposted, the reviewer can change the SAP server that the file will be autoposted on.
Click Complete Task.

To reassign a file to another reviewer

Under My Actions, click View.
In the Review Tasks window, click Reassign.
Select another reviewer from the list. Click Complete Task.

Running a file in Excel

Select the run settings: Selected runs selected rows; Filtered runs filtered rows; As specified below runs rows as indicated in Start row, End row, No. of rows, Log column. Specify a Run reason.
Do one of the following:
- Click Test to test the script with the data file. Note that Test uploads data.
-or-
- Click Validate to run the data file without uploading data. For more information, see Running a Recording (Excel Data Source).

To mark a file complete

Under My actions, click View. Select Completed status, and then click Complete Task to mark this file as complete.

Other features in RUNNER for Excel

The CENTRAL pane in Excel shows the status and location of files:

Data file path
Status of data file
Data review process
TRANSACTION script status

To view your task list in Excel

Click View Tasks .

To view the user profile

Click User Profile.

To view a script file that is attached to a data file

Click Show Script. TRANSACTION opens to show the mapping and scripting for the file.

Save files to CENTRAL

For convenience, you can save a file to CENTRAL if it does not need approval.

Also in this section

Using the Runner add-in for Excel