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
- Click the "Edit in Excel" button in any open decision table rule
- After Excel starts, modify the spreadsheet data
- 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:
- Open the file from the new publisher
- Click File
- In the Security Warning area, click Enable Content > Advanced Options
- In Microsoft Office Security Options, click Trust all documents from this publisher
Published November 20, 2016 - Updated October 8, 2020
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