App Designers can administrate Valorx Fusion Apps from the Apps List in Start screen through the following methods.
The App Admin window is accessible by going to Start, and clicking on the App Admin button in the Apps List.
In here, an App Designer can perform a few actions.
Rename the App.
Delete the App.
Add Users/Profile to the App through Access Control. This will give the added users or users with the added profile access to use the app. You can learn more in App Provisioning.
Submit a Valorx Fusion App to Valorx App Store
App Designers can build Apps for Valorx App Store that will be available to all Valorx Fusion customers. You can learn more by going to its dedicated section.
Valorx Admins can be used to provide the License to users. User will be assigned to either Design Studio, Runtime Only, Runtime + Express Mode access depending on the user requirement.
Valorx Admin screen will show the information about the package and Organization Id. It will also show number of License(s) assigned.
Follow the below steps to add a user and provide the License.
Click on Add User.
Search for the user by clicking on Search button.
check-in against the user name which needs to be added.
click on Add User.
As the user is added now it is time to provide the License. Users will be provided with different level of access depending on the requirement. Access can be provided by just turning on the radio button, and click on Save. Below are the different access levels.
Design Studio: This permission will provide the access to user to design and modify an app through Design Studio. User can also promote Apps, manage access control, and download Apps from the Valorx App Store.
Runtime + Express Mode: This access will allow end users to run the Valorx Apps. User will be able to use the Express Mode without the ability to save the App.
Runtime Only: This permission will allow the users to run the Valorx Apps. User assigned to this permission cannot make any changes to the app.
None: This permission will not allow user to enter the app as there is no access provided. User will receive the below pop up to check and add the fields.
With connection(s) established, a list of Apps will be displayed. If you have multiple connections, the list of Apps will change by switching the Active Connections tab.
The Apps List will change dynamically for App Designer and Runtime User - allowing them access different functionalities.
An App Designer can run an app in Runtime mode, edit an app in Design Studio mode, and administrate the Apps.
Runtime users can only run Valorx Fusion Apps that are assigned to them by the App Designers using Access Control.
User Licensing, Access Control, Permission Sets, and Community Partner
Salesforce setup begins when a user installs Valorx Managed Package from AppExchange. Salesforce Admins would be able to install it in Sandbox or Production Orgs.
Once Valorx package is installed, Salesforce Admins can proceed to the below setup steps: 1. Assign Licenses to Users: Production level access. 2. Configure Valorx User Access: Configures access at different levels. 3. Assign Permission Sets: User-level functionality that gives access to various tools and functions. 4. Enable API Access: Ensure users have the API Enabled permission, configured via their Profile or an assigned Permission Set. 5. Configure Valorx Fusion Connected App: To ensure Fusion users can access and use Fusion without authentication issues 6. Assigning Licenses to Community Partner: Grant licenses to Community Partner users who need access to Fusion
Salesforce Admins should be able to provide licenses to the users who require Valorx access. On the setup → installed packages, find the Valorx package. Against the Valorx package, click on Manage Licenses.
Package Manager window will open where you will find an overview of Valorx licenses along with a list of users who currently possess the license. Additionally, you will be provided with options to either add or remove user license assignments.
The first section "Enable for Platform Integrations" will have the information regarding the below
Package Name: This refers to the name of the package that is being managed within the Salesforce platform. It serves as a unique identifier for the particular package.
Status: The "Status" represents the current condition or state of the package. It could indicate whether it is active, inactive, installed, uninstalled, or any other relevant status.
Expiration Date: The "Expiration Date" is the date when the current license or subscription for the package is set to expire. After this date, the access or usage of the package might be restricted, or a renewal might be required.
In the second section of "Licensed Users", you have the option to add or remove users. To add users, simply click on "Add User." This action will display a list of available users from which you can make your selection. After choosing the desired users, click "Add," and their information will be displayed under the "Selected Users" section.
In this section, you can discover details about the permitted number of licenses and the current allocation status. Access to Valorx Fusion is granted exclusively to users who have been assigned a license.
As a part of our managed package, we ship a field on the User object called Valorx User Access (see image below). This can control user’s access level using this picklist.
There are three different access levels available:
Design Studio: Design or any changes to the app can be made with the permission level.
Runtime + Express Mode: Run the Valorx apps along with the ability to create apps in Express mode.
Runtime Only: Run the app but no changes can be made.
Valorx ships with three standard permission sets. Admin, Design Studio, and Runtime + Express Mode.
Admin: Admin permission set controls Valorx User Access field on the User object. Valorx User Access controls user’s access levels in the Valorx client. Admin permission set does not include Runtime or Design Studio permissions.
Design Studio: Assign Design Studio permission set to those who need to design and promote apps. This permission set includes everything included in Runtime + Express Mode permission set.
Runtime + Express Mode: These permission sets provide different levels of access to Valorx package components. Most end users would require Runtime + Express Mode permission set.
Valorx also provides an option to assign the licenses through Valorx Admin. Click to know how to provide the Licenses through Valorx Admins.
To use Valorx Fusion, users must have the API Enabled permission in Salesforce. This can be configured on the user’s Profile or via an assigned Permission Set.
Log in to Salesforce as an Admin and navigate to Setup.
In Setup, go to Administration → Users.
Do one of the following:
Select Profiles, then choose the relevant user profile, or
Locate and enable API Enabled.
Click “Save”.
Valorx Fusion uses a Salesforce Connected App to establish a secure connection between Fusion and Salesforce. The Connected App handles authentication and allows users to sign in to Fusion using their Salesforce credentials.
The required Connected App varies depending on your Fusion version and platform. Starting with Fusion v21.20 and later, a new Connected App (Valorx Fusion v2) is required for Fusion Windows Client users.
If the Valorx Fusion Managed Package v2.4 is not yet installed, this Connected App must be configured manually to support updated authentication and security enhancements. Earlier versions of Fusion continue to use the previous Connected App (Valorx Fusion). Fusion Mac and the Google Sheets Add-in use a separate Connected App (Valorx Fusion Cloud).
Use the quick-lookup table below, or jump straight to the scenario that matches your setup.
Upgrading both components is the simplest way to stay fully supported.
If users are unable to log in, the following error may appear if access is blocked:
Follow the steps below to manually install the Valorx Fusion v2 Connected App in your Salesforce organization.
Go to Setup
In your Salesforce org, click the gear icon (âš™) at the top right corner of the screen, then select Setup from the dropdown menu.
Search for Connected Apps OAuth Usage
In the Quick Find search box on the left sidebar, type Connected Apps OAuth Usage and select it from the search results.
If you already have the Fusion managed package is already installed but “Valorx Fusion” is not listed under Connected Apps OAuth Usage, follow the steps below:
Using a Salesforce System Administrator user, open Excel and click the Valorx Fusion tab on the Ribbon.
Click Start button.
Click New Connection.
Enter a name and choose the appropriate Salesforce endpoint, then click
The following sections describe common OAuth errors that may occur when connecting to Fusion and how to resolve them.
Issue: Users may see the following error while connecting to Fusion:
Connection Failed
App Name: Valorx Fusion
Error Code: OAUTH_APP_BLOCKED
Error Message: This app is blocked by admin
This error occurs when the Valorx Fusion Connected App is explicitly blocked in Salesforce. When blocked, all login attempts are denied, including attempts by System Administrators.
Go to Setup.
Search for Connected Apps OAuth Usage.
Select Valorx Fusion.
If the Unblock button appears, click Unblock.
Issue: Users may see the following error:
Connection Failed
App Name: Valorx Fusion
Error Code: OAUTH_APP_ACCESS_DENIED
Error Message: User is not admin approved to access this app
This error occurs when the Connected App is configured with the following setting:
Permitted Users: Admin-approved users are pre-authorized
In this configuration, users must be explicitly granted access through Profiles or Permission Sets. If users are not allow listed, Salesforce blocks OAuth authentication.
Option 1 — Approve Specific Users (Recommended)
Go to Setup.
Search for Manage Connected Apps.
Click Valorx Fusion.
Click Manage Profiles.
Option 2 — Allow All Users to Self-Authorize
If admin approval is not required:
Go to Setup → App Manager.
Click Valorx Fusion.
Click Edit Policies.
Under OAuth Policies, for Permitted user set to:
Issue: While configuring the Connected App:
The Permitted Users setting is greyed out and cannot be edited.
Users may also encounter the OAUTH_APP_ACCESS_DENIED error.
This occurs when Salesforce API Access Control is enabled at the org level.
When the following security setting is enabled:
For admin-approved users, limit API access to only allowlisted connected apps.
Salesforce automatically:
Forces Connected Apps to Admin-approved users
Locks the Permitted Users setting
Requires manual authorization of users
Prevents user self-authorization
This is expected Salesforce security behavior.
Since the setting cannot be modified, users must be explicitly authorized.
Steps to Authorize Users
Go to Setup.
Search for Manage Connected Apps.
Select Valorx Fusion.
Click Manage Profiles.
For additional details about API access restrictions, refer to Salesforce documentation:
Restrict Access to APIs with Connected Apps
A community user is an individual with authorized entry to a designated community within a Salesforce organization. In Salesforce, the access and permissions for community users can be managed using diverse settings and configurations. Companies have the flexibility to tailor what community users can see, modify, and engage with, thereby ensuring proper protection of sensitive information and data.
Log in to Salesforce and go to Setup. Search for the "Permission Sets" and select it from the list.
Look for "Valorx ExcelUI Admin", "Valorx ExcelUI Design Studio" or "Valorx ExcelUI Runtime + Express Mode" from the list of Permission Sets and click on "Clone" depending on which permission set needs to be assigned.
Provide a descriptive logical name and API name under "Enter Permission set information" for the cloned permission set, then click "Save."
Now open the permission set that you have created by cloning.
Click on "Object Settings" under Apps from the Permission Set Overview window.
Click on the "App" object and then click on the "Edit" button.
Uncheck the box next to "View All" in the Object Permissions section and click on "Save".
Open the "Access Control" object and repeat steps 6 and 7 to remove the "View All" access.
Go back to the Object Settings and look for any other objects with the "View All" permission.
For each object found with this permission, open it and follow Step 6 and 7 to remove the "View All" access.
In Salesforce setup, navigate to Users > Users and open the specific partner community user's profile.
Under "Permission Sets," click "Edit Permission Set Assignment."
Assign the desired cloned permission set and click Save.
Start by opening the App Launcher and search for “Valorx” in the search box.
Select the Valorx App and pick the app you want to share from the “App Name” list.
Navigate to the "Notes and Attachments" section and click on View All to see all the existing files.
Choose the first file click on down arrow and click on “Share” from the menu at the top right corner.
A Share window will pop up, where you can expand the “Who Can Access” section.
Turn on "Customer Access" for the App Name and click on Done.
Note: Repeat Steps 4-6 for each file in the “Notes and Attachments” section.
Access Salesforce "Setup" and look for "Sharing Settings"; click on it to open.
Under "Default Sharing Settings," click on Edit.
Find the "App" object and change its "Default External Access" to "Public Read Only" from the drop-down menu.
Save the changes made to the "Default Sharing Settings."
Enable for Platform Integrations: This is a feature or setting that allows the software package or integration to interact and integrate with other platforms, systems, or applications within the Salesforce. Enabling this option ensures that the package can seamlessly work with other integrated components.
Publisher: The "Publisher" refers to the organization or entity that developed and released the software package or integration. It identifies the source or origin of the package.
Allowed Licenses: "Allowed Licenses" denotes the total number of user licenses that the organization is permitted to assign for this particular package. It signifies the maximum number of users who can use this package.
Used Licenses: "Used Licenses" indicates the current number of user licenses that have been assigned and are actively being used by users for the specific package.
Select Permission Sets, then choose the relevant permission set
Scroll to System Permissions.
Click Edit.
In the Connected Apps OAuth Usage list, locate and click on Valorx Fusion v2 to open its details.
Click Install
On the Valorx Fusion v2 details page, click the Install button to begin the installation process.
Confirm the Popup
A confirmation popup will appear. Click Install in the popup to proceed with the installation.
Installation Confirmed
A confirmation page will be displayed, indicating that Valorx Fusion v2 has been successfully installed as a Connected App in your Salesforce org.
Log in using the System Administrator Salesforce credentials.
Once the connection is successful, go back to Salesforce Setup → Connected Apps OAuth Usage.
You should now see Valorx Fusion in the list, ready for installation.
Select the required Profiles.
Click Save.
Permitted Users = All users may self-authorize
Click Save.
Add the required Profiles.
Click Save.
Ask users to reconnect to Fusion.
Fusion v21.20 and later
Valorx Fusion v2
Fusion Mac and Google Sheets Add-ins
Valorx Fusion Cloud
Fusion v21 and earlier
Valorx Managed Package
v2.4
Includes Valorx Fusion v2 and Valorx Fusion Cloud
Valorx Windows Client
v21.30
Older Managed Package + Windows Client v21.20 or v21.30
Manually install Valorx Fusion v2
Select "New Connected App" when setting up the connection.
Older Managed Package + Mac or Google Sheets
Manually install Valorx Fusion Cloud
Managed Package v2.4 includes both new Connected Apps (Valorx Fusion v2 and Valorx Fusion Cloud), so most of the setup is handled for you automatically.
Fusion Windows Client v21.20 or v21.30: You'll be given a choice between the Legacy Connected App (Valorx Fusion) and the New Connected App (Valorx Fusion v2) when setting up your connection. We recommend choosing Valorx Fusion v2, since it includes the latest authentication and security improvements.
Your Fusion Windows Client needs the new Valorx Fusion v2 Connected App, but since your Managed Package hasn't been upgraded, it won't be installed for you automatically.
Action needed: Ask your Salesforce Admin to manually install the Valorx Fusion v2 Connected App. This is a one-time setup. See the installation steps below.
Risk if not done: Users won't be able to log in to Fusion until this is installed.
TIP: If you upgrade to Managed Package v2.4 instead, this Connected App is installed for you automatically, no manual step required.
Your Fusion Windows Client is on an older version that isn't compatible with the new Valorx Fusion v2 Connected App.
Action needed: Install the Fusion Windows Client v21.20 or later.
Risk if not done: Users won't be able to log in to Fusion until this is installed.
This combination is at high risk. Users on this setup may lose the ability to log in to Fusion without warning.
Action: Upgrade as soon as possible. See the Recommended Fix below.
Risk if skipped: Users may lose access to Fusion without warning after 10th July 2026.
Use this section if you are installing or upgrading to Fusion v21.20 or later. Valorx Fusion v2 is required for these versions and includes updated authentication and security settings. If Managed Package v2.4 is not installed, the Connected App must be configured manually.
Valorx Fusion
Latest available version
Select "New Connected App" when setting up the connection.
App Promotion and Provisioning are two different features of Valorx Fusion Design Studio through which users can promote the Apps and also provide access control to various Apps. Users with Mac and Google Sheets will now be able to manage the App Assignment with our Fusion Managed Package.
App Promotion Promote the Apps to Salesforce Org
App Provisioning in Design Studio Provide Access Control to Users and Profiles
Google Sheet and Mac users will manage the Access Control through App Assignment.
Information and count of all the Fusion Apps.
App promotion is a feature wherein Design Studio users can promote one or many Apps to one or many Salesforce Orgs. App promotion is available within Valorx Design Studio and user would need Design Studio user access and permission set to perform this action.
App Promotion is nothing but creating a copy of an App from one connection to another connection. Once an app is promoted changes can be made in both the connections. However, changes made in one connection will not reflect on another connection.
Users should have at least two active connections to promote the app. Users will receive the below validation message when they are connected to only one connection.
On the Start window, find the button which says Promote App(s). Make sure you are connected to your source and target Salesforce Orgs.
On the Promote App(s) window, simply move apps from left (source org) to right (target org) and click on Promote.
Backup App(s) will create a backup file for the apps which are marked as backup apps. Users can back up more than one app at one time. This will help users when the app is lost or deleted.
To create the backup of the apps users' needs to be on the connections page and on the bottom of the screen users can find the Backup App(s).
Click Backup App(s) and a window will open which will have the information of all the apps for that org Id.
Click on the app which needs to backup and that particular app will show on the right hand side. Click Backup.
A window will open which will have the location of the file. Click Ok.
Users can always change the file location by just clicking on the Change besides the backup location.
Restore Apps will store the deleted apps. This will restore the apps to the Org Id. Select Restore App(s) which will lead the users to the restore apps window. Select the location by clicking on Browse Backup location. Select the app which needs to be restored and click Restore.
App provisioning will allow company to control the access to various apps. It is also referred as Access Control. Apps can be assigned to users and profiles. App provisioning is available within Valorx Design Studio and user would need Design Studio user access and permission set to perform this action.
On the Start window, find the App for which you would like to provision access. Click on the App Admin icon against the app. This will open the App's Details window.
Users who are not using App Admin or Valorx Admin should only follow the below steps.
Login to Salesforce, and go to Salesforce App Launcher, and search for Valorx.
Click on Valorx now go to the “Apps” tab and switch to “All” list view.
Find the desired App record in the list and click on it. Click Related tab and, click on New on the Access Controls related list.
Search with a User OR a Profile that you want to assign this app. Repeat this step for all Users or Profiles that need to be assigned to this App. Once the assigning is done click Save.
Valorx App Assignment provides access control for Fusion Apps through the Valorx Home page in Salesforce. Users with Windows are used to control the access to various apps in Design Studio which is referred to as Access Control. Users with Mac and Google Sheets will now be able to manage the App Assignment with this new feature.
Log in to Salesforce with your credentials.
Go to Valorx from the Salesforce App Launcher.
Click the Home Page of the Valorx App for Lightning Experience, you will find the top section of Valorx Apps. This section allows users to provide additional access control.
Valorx Apps section contains the App Names, number of Users, and Profiles who have access to the app along with options to view the list of users or profiles and the option to add additional users and profiles.
Click "Users" or "Profiles" under Assign to assign the users and profiles. A list of users or profiles will open now, check-in in the user or profile which you want to add and click Add User or Add Profile.
Click "Users" or "Profiles" under View to view the assigned users and profiles. A window will open which will have all the information related to users or profiles as per the selection made.
Notes:
Admins can choose to remove User / Profiles using the Remove Users / Profiles option available respectively in View Users and Profiles.
A search option is available to make it easy while assign apps to the users.
Back to App List will take the user back to the Valorx Apps page.
Valorx Fusion Dashboard is a single view of all your Apps, App details and user licenses. Valorx Fusion Dashboard has been divided into three different sections to make it easy and it displays the total number of apps, licenses, and recently modified apps.
Total Valorx Fusion Apps: This will show the number of Fusion Apps in the Salesforce Org.
Distribution of User License Type - Design + Runtime / Runtime Express: It will show the number of users and their license type whether it is Design Studio, Runtime, or Runtime Express.
Recent Valorx Apps: This will contain information related to the latest modified apps.
Refresh your dashboard to see the latest changes to it. A warning will display if you do not refresh the dashboard in 24 hours.
In addition to the Quick Action option available for Launching Valorx Apps from CRM we have provided an additional click and point option in the Lightning App Builder to Apps and Workflows directly in Valorx Fusion. This Lightning Web Component accesses the Record ID. Users will now be able to configure Valorx "Launch from CRM" buttons with minimum user inputs.
Open Setup from right hand side and search for Lightning App Builder.
Open a Record Page Layout in Lightning App Builder.
On the left-hand side menu Users/Salesforce Administrators will find “Launch Valorx App” under the Custom Managed title.
Now drag and drop “Launch Valorx App”.
You will get a list of properties you can configure for this Lightning Web Component.
In the properties, provide an appropriate Label and select the App from the pick list.
Get the Workflow ID from Fusion Design Studio and paste that in the Workflow ID in the textbox.
Note: Context Id is optional, and it will pick up the current record's context Id. Users can provide a different context Id when it does not match by checking in the checkbox "Have a different Context ID?".
Click Save.
Go back to the page and click on the Lightning Web Component visible with the Label you have selected, this will Launch Valorx Fusion in Windows and download a macro-enabled file for the Mac OS.
Launch Valorx App from anywhere will allow users to launch the app from the Home or App page in the Lightning experience. Users / Salesforce Administrators can choose Edit Page in Lightning App Builder from Settings visible on the top right or can go to Lightning App Builder to find the page from the list or can simply create another Home Page or App Page as per the requirement.
Once you are inside the Lightning App Builder you can follow the below mentioned steps to have a "Launch from CRM" Functionality:
Drag and drop “Launch Valorx App from Anywhere”.
You will get a list of properties you can configure for this Lightning Web Component
In the properties, provide an appropriate Label and select the App from the pick list.
Get the Workflow ID from Fusion Design Studio and paste that in the Workflow ID in the textbox.
Also add the static Context ID (if required), which is to be used by the Valorx Fusion App at the time of fetching the workflow results
Click Save
A button will be visible in the exact place that you have added in the layout. Go back to the page; On a click of the button, it will Launch Valorx Fusion in Windows and download a macro enabled file for the Mac OS.
Launch an App anywhere as per your requirement.
Once the installation of Valorx Fusion is completed successfully, then users need to create a New Connection. This screen will allow you to connect to the existing connections, or manage your connections.
After the installation, the user should see Valorx Fusion Ribbon tab in the Excel sheet. This means you have successfully installed Valorx Fusion.
Users should first create a connection before creating an app. Users can create new connection under four different Login Endpoints like Login, Sandbox, Custom Domain and Community.
Follow the below steps to create a New Connection.
Click on Valorx Fusion Ribbon tab and click on Start.
Connections window will open and now users needs to click on New Connection.
Provide the name of the connection under Connection Name.
A Salesforce Connection window will open which will have four Login Endpoint like Login, Sandbox, Custom Domain and Community.
Login : Users can create the connection with their Salesforce Org by providing Salesforce Login credentials.
Sandbox : Users can create the connection with Salesforce Sandbox Org by providing the login credentials.
Custom Domain : As the name suggests here, users can create
Click on Add then, provide the login credentials for Salesforce.
Users may receive the below Missing Package/Configuration message when they do not have the Valorx Package installed or expired. This validation message will guide the users to verify few points if the package is installed and active.
Check if the Valorx Managed Package is installed. Install the package from in case it is not installed.
Contact Support@valorx.com if the package has expired.
If the package is installed check if the and are assigned.
Users may receive the below Missing Prerequisite Site message when the permissions are not set however, the Valorx Package is installed.
Check if the Valorx Managed Package is installed correctly.
Check whether the permission set is assigned to the account which are needed to access the Valorx resources.
Users need to follow the below steps when they receive the below message for CRM Environment not found.
Please connect with your Valorx Administrator to white-label the mentioned Org Id.
Valorx Administrators can white-label the Org Id(s) by logging into their Valorx account over the Valorx website.
Users can mark the frequently used connections as Auto Connect if they do not wish to click on the Connect button every time.
Follow the below steps to mark the apps to Auto-Connect.
Click on Start and open Connections window.
Now select the drop-down then, the list of all the Apps under that connection will show.
Users will find the below headers for every connection.
Name: Users can find the list of connections under this header and even users can edit the name of the connection from here.
Auto Connect: Users can Auto Connect the connections by moving the button from left to right.
Status: Users can find the status of the connection like Connected or Not Connected. Users can easily log out the connection by clicking on Log Out. Users can even connect to the connection by clicking on Connect. Every connection which is connected will have
Click on Start and all the auto connected apps will appear besides Active Connections.
Valorx Fusion supports multi-connections. Users can login to different environments and work on different Valorx Fusions Apps at the same time.
Community : Community URL needs to be validated when adding a new connection to the start screen. Example : If provided URL has a pattern of "*.lightning.force.com" then provide a valid suggestion.
The beginning of an epic journey...
Excited to know more about Valorx App and its installation, and packages. This is the first step that any user will look.
Let us have a look at the below points here:
Installing Valorx Fusion
Valorx Managed Packages
Fusion Auto Update Policy
To set up Valorx Fusion on your computer, follow these steps:
Download the latest version of
Run the installer and follow the on-screen instructions to complete the installation.
Once the installation is complete, open Microsoft Excel.
Valorx Fusion can run on trial for 15 days without the Valorx managed package installed. During this period, your Apps will be hosted in Valorx infrastructure. Once the managed package is installed, you can transport all your Valorx Fusion apps to your Salesforce environment.
If you wish to install the Valorx managed package, please visit our .
To provide customers with a seamless experience and ensure systems remain stable, secure, and up to date, Fusion has introduced an Automatic Update Policy beginning with version 18.4.
Manual Updates
Users will continue to receive update notifications in Valorx Home.
Updates can be installed manually at any time by selecting Update Now.
Automatic Updates
Fusion will intelligently detect stable updates.
If an update is not installed manually within 30 days, Fusion will apply the update automatically.
Applies to all customers using Fusion V18.4 and later.
Automatic updates are enabled by default.
This policy ensures that all customers benefit from:
Ongoing stability improvements
Enhanced performance
Critical security fixes
Timely adoption of new features
Fusion may be unable to provide support for customers running outdated versions that are not aligned with this policy.
No action is required. Updates will be applied automatically unless the policy has been disabled at the customer’s request.
To request that automatic updates be turned off, contact support@valorx.com.
Once the installation is completed, open a blank Excel sheet, and user should see Valorx Fusion Ribbon tab. This means you have successfully installed Valorx Fusion.
Click on Valorx Fusion Ribbon tab, and click on Start to get started with Valorx Fusion.
You should see the Valorx Fusion ribbon tab in Excel. This confirms that Valorx Fusion has been successfully installed.
Valorx does not keep a backup of your Apps after they have been moved.
By marking Apps as your favorite Apps, you can be in your favorite Valorx Fusion Apps in 3 clicks after opening Excel.
Marking the Valorx Fusion Apps that you use day-to-day as favorites is our recommended way to use them because its the fastest way to put you into your working mode. Apps saved to Favorites are easily accessible.
To do so, connect to your environment and open the Apps List. Turn the favorite toggle of an App to on, and voila, it's now in the Favorites List.
All you need to do now is click on the App you want to launch in the Favorites List, and we will auto connect you to the environment this App is sitting in, and open the App - all in one click. You don't even need to see the Start screen again (unless your App Designer is releasing another amazing App). Let us follow the below steps to add an app to Favorite list.
Open an Excel and click on Start.
Click on Radio Button against the app.
App is now added to the Favorite list now user can see the ribbon button for Favorite list.
Now, the apps are marked as Favorites for both Design Studio and Runtime. User can easily access these apps from the ribbon buttons.
Click on Favorites to view the apps added to the list for both Design Studio and Runtime.
Click on Edit Favorites and a pop-up will open where user can edit the preferences or remove the app from Favorites list, and click on OK to save the changes.
