Macro Templates solution: deployment

By | March 29, 2024

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To deploy the solution, follow these steps (loosely):

  • Choose a sharepoint site you are going to use
  • Add MacrosTemplates folder and Data folder under it (all in the “Documents” library)
  • Upload DataExportTemplate.xlsx into MacrosTemplates folder
  • Now deploy the solution
  • When deploying, configure SharepointSiteUrl variable to point to the Sharepoint site (as in, for example: https://<org name> )
  • Open Templates Demo application and add at least one template (there is a sample template in git)

Finally, to test it out, create a record in the Template Demo table and use “New Document” button to test it all out:

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