Valorx
Fusion
Fusion
  • 👋Introduction
  • Getting Started
    • 🧩What is a Valorx App?
    • 🚀Getting Started with Valorx Fusion
      • Salesforce Setup
      • Connections List
      • Apps List
      • Favorite Apps
      • App Promotion and Provisioning
      • App Administration
      • Valorx Administration
    • 🏫Building your first App
      • Express Mode
      • Express Actions
  • SIDEBAR ADD-IN: EXPRESS
    • 🔍Getting Started
    • ⚡Unlock the Full Potential of Express
  • Design Studio
    • 💡The power of Design Studio
      • 👨‍💼Manage Your Valorx Account
        • Sign Up to Valorx Account
        • Reset Password
        • General Information
        • Active Subscription
        • Environments
        • Users
        • Billing Address
        • Get a Demo
    • 🖥️Open an App in Design Studio
    • 📊Data Modeling
    • 🏳️‍🌈Maps
      • Grid Map
      • Form Map
    • 🎨Tasks
      • Query
      • API
      • Macro
      • Dataset
      • Add/Delete
      • Document
      • Data Import
      • Refresh Ribbon
      • Clear
      • Launch CRM
      • Refresh Map
      • Add Field
    • 🖌️Workflow and UX
      • Workflow Settings - Button Click
      • Workflow Designer
      • Toolbox
      • Common Tasks
      • Utility Tasks
      • Salesforce APIs
      • Query
      • API
      • Launch CRM
      • Macro
      • Dataset
      • Add/Delete
      • Document
      • Refresh Ribbon
      • Clear
      • Refresh Map
      • Add Field
  • Runtime
    • ⏱️Runtime UX
      • Run at App Launch
      • Launch from Salesforce (LFS)
      • App Permissions
    • 🧰Toolbox
    • 🌐Supported Platforms
      • Microsoft Excel for Windows
      • Microsoft Excel for Mac
      • Google Sheet
        • Introduction
        • Getting Started
        • Pop-up Blockers
        • Expected Behaviors
        • Runtime
          • Hot Upgrade
          • Google Sheets Collaboration
          • Insert Row Using Right-Click Options
  • Settings
    • ⚙️Valorx Fusion Settings
    • 🛠️App Settings
    • 📜Logs
  • App Store
    • 📱App Store Submission
    • 💫Installing App
    • 🎮Customizing App
  • Miscellaneous
    • 🛩️Mass Rollout of Valorx
    • 🍭Open Source Licenses
  • Valorx Home
    • 🏠Valorx Home
  • Versions and Release Notes
    • 🪟Windows
      • April 25 Release (V17)
      • Jan 25 Release (V16)
      • Feb 24 Release (V15)
      • Jul 23 Release (V14)
      • Nov 22 Release (V13)
      • Aug 21 Release (V12)
      • Apr 21 Release (V11)
      • Dec 20 Release (V10)
      • Nov 20 Release (V9)
      • Managed Packages
        • Version 2.0
        • Version 1.7
      • Older Versions
        • Aug 20 Release (V8)
        • Jul 20 Release (V7)
        • May 20 Release (v6)
        • Feb 20 Release (V4)
    • 📗Google Sheets
      • February 25 Release (v64)
      • October 24 Release (v63)
      • September 24 Release (v62)
      • August 24 Release (v61)
      • July 24 Release (v59)
      • June 24 Release (v58)
      • Older Versions
        • Jul 23 Release (v57)
        • Apr 23 Release (v56)-Hotfix
        • Apr 23 Release (v55)-Hotfix
        • Mar 23 Release (v54)
        • Mar 23 Release (v53)
        • Feb 23 Release (v52)
        • Jan 23 Release (v51)
        • Oct 22 Release (v50)
        • Jul 22 Release (v49)
        • Mar 22 Release (v47)
        • Feb 22 Release (v46)
        • Dec 21 Release (v45)
    • 🍎Mac
      • March 25 Release (v45.1 - Hotfix)
      • March 25 Release (v45)
      • February 25 Release (v44)
      • January 25 Release (v43)
      • October 24 Release (v42)
      • September 24 Release (v41)
      • August 24 Release (v40)
      • July 24 Release (v38)
      • June 24 Release (v37)
      • Older Versions
        • Feb 24 Release (v32)
        • Dec 23 Release (v31)
        • Oct 23 Release (v30)
        • Aug 23 Release (v27)
        • Jul 23 Release (v26)
        • Apr 23 Release (v25)
        • Mar 23 Release (v24)
        • Jan 23 Release (v23)
        • Nov 22 Release (v22)
        • Oct 22 Release (v21)
        • Sep 22 Release (v20)
        • Jul 22 Release (v19)
        • Apr 22 Release (v18)
        • Dec 21 Release (v17)
        • Nov 21 Release (v16)
        • Sept 23 Release (v28)
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  1. Design Studio

Tasks

Last updated 4 months ago

As the name suggests Tasks, Designers can add the tasks before executing the app in runtime. Designers can create eight different kind of tasks.

Open an Excel and click on Start and open an app from Connection list.

Query

API

Macro

Dataset

Add/Delete

Document

Data Import

Clear

Refresh Ribbon

Launch CRM

Refresh Map

Add Field

This Task retrieves data from your CRM and is typically used to display on the Maps that you have created in the earlier steps. Refer for more information.

API Task can call readily available Salesforce Webservices or to perform computations or actions that are not suitable for spreadsheet to handle. Follow for more information.

With Macro Task, you can integrate Excel automation into your Valorx Fusion Apps to speed up some of the tedious manual operations. Refer for more information.

Dataset combines or find similar data retrieved using multiple Query Tasks. Refer for more information.

This Task enables you to dynamically add or delete records from Grid Map. Refer for more information.

Document Task supports saving a Valorx Fusion App as an Excel or PDF attachment onto a Salesforce record in either the Notes & Attachment or File section. Refer for more information.

The Data Import feature enables users to effortlessly import data from external sources directly into the application. It supports CSV or Excel formats, offering flexibility and convenience for tasks like data migration and updating existing records. Refer to for more information.

Clearing Grid Maps and Form Maps can be achieved using Clear Task. It clears the Maps on Excel without affecting the records in your CRM. Refer for more information.

In Workflow and UX, you will learn more about creating ribbon buttons for Runtime Users to interact with. This Task can dynamically show or hide those buttons. Refer for more information.

The Launch CRM task allows users to open specific data from the CRM, particularly beneficial for those dealing with large datasets who need to review CRM records. Refer to for more information.

The "Refresh Map" function refreshes the map based on the Designer's specifications and provided instructions. Refer to for more information.

The Add Field task enables the users to add a field(s) in the sheet while executing any App in the runtime mode. Refer to for more information.

🎨
Query
API
Macro
Dataset
Add/Delete
Document
Data Import
Clear
Refresh Ribbon
Launch CRM
Refresh Map
Add Field