Providing users with an option to generate an fSheets spreadsheet can be done in three ways.
Direct Links
Within the fSeries web site, two links may be used to generate fSheets spreadsheets:
http(s)://[fSeries domain]/fSheets/Select.aspx?fDDSD=[DSD Id]
http(s)://[fSeries domain]/fSheets/Select.aspx?fDTemplateLocation=[path to template]&fDTemplateFile=[file name]
In the first, a default template will be used based on the DSD specified.
In the second the template specified is used. If the template is an fDocs template (.docx) fSheets will check to see if you have an fSheets template with the same location and file name (but with extension xlsx). If so, that template will be used, otherwise a default template will be used based on the contents of the fDocs template.
Other parameters may be passed, and these follow the same pattern as fDocs (where appropriate). Please see https://help.fibonacci.co.uk/system-documents/fdocs-integration for more details.
Menus and fPanels
From version 3.6, options are available within fSeries menus and fPanels Designer to set up links to fSheets.
In fSeries versions prior to 3.6 it is necessary to use the direct link (URL) options within fSeries Menus and fPanels Designer.
From fDocs
If your system includes fDocs you can implement fSheets as an option within fDocs. The user will be offered an additional format option: “Spreadsheet (.xlsx)”. They can then choose this option alongside others such Word and PDF.
To make this available, simply add the xlsx format to the list of available format in the fAdmin fDocs settings. For example it might be set to “wordml,xlsx,doc,pdf,xps”.
The xlsx format option then behaves exactly as any other except that the user will receive a spreadsheet instead of a document.
Note that you can create an fSheets template with the location and file name as the fDocs template (but with extension xlsx). This template will then be used when the user selects xlsx format. This lets you properly design a spreadsheet output to be used alongside the fDocs template.
