M-Files is a 2025 Gartner Peer Insights Customers' Choice for Document Management
➡️Download the report!

Options
  • State Not Answered
  • Replies 1 reply
  • Subscribers 15 subscribers
  • Views 67 views
  • Users 0 members are here
Related

Automating Number Generation in M-Files Excel Templates

Nandini Ramasubban

Hi All,

I need to reference a shared drive file and generate the next number in both an M-Files Excel template and the source file.

I created a local version of the template with macros, and it works fine on my machine. However, when I try to use it in M-Files:

Macros are not allowed in templates.

Saving the file as .xls or .xlsm is not supported in M-Files.

Could you please advise if there is a way to enable macro functionality in M-Files templates, or suggest an alternative approach to achieve this automation?

Thanks in advance!

  • 0
    1. Why would you need to generate "the next number" in Excel? M-Files has functions to generate consecutive numbers which you can store in a property, and that property can be merged into your template to place the "next number" in any MS-office document created from the template. Check out the free of charge Compliance Kit, Configuration Accelerators add on, in particular the Utilities module, Sequences.
    2. There is no limitations on file types in M-Files. Nothing prevents you from saving .xls or .xlsm files in M-Files. There may, however, be limitations on how files or rather their designated programs interact with M-Files.
M-Files
M-Files Support


© 2025 M-Files, All Rights Reserved.