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The '''SmartSimple XML Editor''' is standalone tool that will allow you to:
* Export XML data to MS Excel so it can be reviewed and/or revised outside of [[SmartSimple]].
* Click '''Login.'''<br />
:''Once the SmartSimple XML Editor has authenticated with [[SmartSimple]] the Application pull-down list will populate with a list of the UTAs in your [[SmartSimple]] instance, and the "'''List" ''' button will become active.''
* Select the desired UTA from the Applications list and click '''List'''. After a few seconds you will be presented with the Level 1 interface for your UTA.
* Using the filter and search options on the right-hand side of the '''SmartSimple XML Editor''' window you should now search for the desired record. ''(Click "Show Search" if you do not see the search panel on the right).''
* The XML Data field will open in a pop-up window. Open the '''Export''' menu and select '''MS Excel''':
:[[Image:Xmlexport.png]]
* A MS Excel window will then now open with containing the data from the XML field that you exported data. This document can now be treated as a normal MS Excel document and saved locally, e-mailed etc.
'''Important''': If you plan to edit the data using MS Excel and Import it back into [[SmartSimple]] the structure of the data must be retained so that it matches the XML structure of the XML Data field in [[SmartSimple]].
==Importing XML Fields==
* First close the MS Excel document that you wish to import, if it is open.
* Once you have opened Opened the desired record within SmartSimple with the '''SmartSimple XML Editor''' find .::'''Note:''' if you wish to import the data into a new record you should create and save the new record now.* Find the '''XML Data''' field into which you wish to import and click on the '''Open''' button on the record:
:[[Image:Xmlopen.png]]
* The XML Data field will open in a pop-up window. Open the '''Import''' menu, select '''MS Excel''', then '''Launch MS Excel'''.
:[[Image:Xmlmsg.png]]
* A Microsoft Excel window will now open. You '''must''' use that window to open the MS Excel file to be imported.
* Once you have opened the relevant MS Excel file , return to the XML file window of the '''SmartSimple XML Editor''' and select '''Import''' >> '''MS Excel''' >> '''Import Active Worksheet''':
:[[Image:Xmlimport2.png]]
* Click OK when asked if you wish to overwrite the current server data.
* The data in the MS Excel file will now be uploaded into the XML field in [[SmartSimple]]. Save the XML Field.
'''Important''': The structure of the data in the MS Excel file you import must match the XML structure of the XML Data field in [[SmartSimple]].
==See Also==
* [[Installation of SmartSimple XML Editor]]