ERP Cloud Toolbox Add-in User Guide

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Download Via Form

 
The Download Form provides a set of predefined fields to search by.
 
Follow the steps below to use the Download Form.
 
1.    Click Download > Download Via Form from the Add-in Ribbon.
2.    The Download Form for the integrator will open.
Note - If a ‘Download Source’ form opens, please read the Download Sources section for information.
 
 
3.    Using the controls, enter and or search values within the form.  All download forms require a minimum of one value to download.
4.    Define all criteria needed and click Download.
5.    All data found will then be printed to the sheet.