You will need an integrator sheet to use your Module. To set up your template follow the steps below. If you already have a sheet template set up, please skip to step 9.
1. Click the Templates button .
2. From the dropdown, click ‘Create New Sheet’.
3. The Product Selection form will appear.
4. Click the Module dropdown and select a Module.
5. The Integratordropdown will fill with all available Integrators for the Module selected. Pick one of the Integrators from the list.
6. Click the Select button.
7. A new sheet will be created that contains all available columns for that integrator.
Note, a new sheet will only contain the DFF columns that are set up in your instance. Attributes that aren’t set up will not appear on the sheet as columns.
8. You can now modify your sheet to create your template. Columns can be deleted if necessary. Note that performance of the tool will increase when there are less columns.
9. To recreate your template, ensure your template you want is active.
10. Click the ‘Copy Active Sheet’ option from the Templates dropdown.
11. A new sheet will be created based on your active sheet. Note that all columns and row information from 1-10 will be copied from your template but data will not be brought across.
Columns within worksheets are named respective of the fields within Oracle ERP Cloud. We do not currently provide functionality to create custom column labels.
Note - Enter your own custom labels above the integrator columns on row 7 if custom column labels are required. These will be retained when using the ‘Copy Active Sheet’ option.
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