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Generate a drill-down using Excel?

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Ref: 20081106
Last edited: September 28th 2011

Please see What is the Minimum valid Excel Input File? for a description of the minimum content requirement of an Excel Import file.

A drill-down is achieved by adding a further column named DrillDown and setting it to Yes for any Activity that drills-down. Please note the column name is case sensitive

There has to be a corresponding Node row with the same Text (shadowing the same logic as when a drill-down happens in Process Navigator).

To create a drill-down to an external file, set the DrillDown column to Yes. Then add a Hyperlink to the Activity corresponding to the intended target of the drill-down. If this file does not exist, it will be created on Import. See How are Hyperlinks and External Drill-downs Added? for more information.
 

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