Support Article

"Edit in Excel" changes are not reflected with decision tables

SA-30514

Summary



After user clicks the "Edit in Excel" button in any decision table rule, the Excel session gets launched. But when the user modifies the spreadsheet, saves, and closes Excel, the changes are not getting reflected in the decision table rule.


Error Messages



Not applicable


Steps to Reproduce

  1. Click the "Edit in Excel" button in any open decision table rule
  2. After Excel starts, modify the spreadsheet data
  3. Save and close Excel


Root Cause


 

A combination of the following factors comprises the root cause of the issue:

  • Absence of HFix-24331
  • Overly restrictive Excel macro security setting
  • Failure to add Pegasystems Inc. as a trusted publisher of Excel macrocode

As a consequence, the Excel launch process is interrupted by a security prompt requesting user to enable macros. The prompt introduces a time delay that breaks the Open Authoring ActiveX control based integration between the ruleform and Excel.



Resolution



1. Please ensure you have installed HFix-24331
2. Setup macro security at the "Disable all macros except digitally signed macros" level:
 

3. The screenshot below shows the Trusted Publishers list for the Excel Application. Check for the highlighted Pega publishers name on your excel application


You can open Excel Application--> File-->Options-->Trust Center--> Trust Center Settings-->Trusted Publishers

To add a publisher to the list of Trusted Publishers after a security warning:
  1. Open the file from the new publisher
  2. Click File
  3. In the Security Warning area, click Enable Content > Advanced Options
  4. In Microsoft Office Security Options, click Trust all documents from this publisher

Published November 17, 2016 - Updated November 19, 2016

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