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Manage dynamic Enums

Enums, short for enumerations, define the possible values an attribute can take—for example, a status with values such as New, In Progress, and Completed.

Dynamic Enums enable the extension of these possible values, allowing customization for individual tenants. Any changes made to a dynamic enum apply only to the current tenant.

Retrieving a Dynamic Enum

To retrieve a dynamic enum in Excel, go to the OctoMesh tab and select "Insert enum" from the "Enums" group. A side pane will appear, allowing a search by the enum’s name. By clicking "Insert enum data", the corresponding enum values are inserted as a table into the currently focused cell in the active worksheet.

note

Each work book may contain multiple queries, but a query can only be inserted once per worksheet.

note

A worksheet may contain query data or dynamic enum data, but not both at the same time.

Synchronizing with OctoMesh

Selecting "Synchronize" in the "Enums" group opens a side pane that compares local enum data with the versions stored in OctoMesh. Differences are displayed, and clicking "Sync" updates the worksheet accordingly, highlighting any changes. These markings can be cleared using "Remove markings".

Publishing Updates

Selecting "Publish" opens another side pane, which shows local changes since the last synchronization with OctoMesh. By clicking "Publish", these modifications are transferred to OctoMesh, ensuring that the tenant’s enums remain up-to-date with any locally applied adjustments.