---
title: "Excel Fill Template Administration"
slug: "excel-fill-template-administration"
updated: 2025-09-26T01:39:38Z
published: 2025-09-26T01:39:38Z
canonical: "docs.unqork.io/excel-fill-template-administration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unqork.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Excel Fill Template Administration

**Excel Fill** **Template** **Administration** enables uploading Excel templates to your environment. For example, if you have a dashboard of [submission data](/v1/docs/submission-data) that you want to download as an Excel (.xlsx, .xlsm) file, using a sheet of your design. You can configure your [application](/v1/docs/introduction-to-unqork-applications) to populate your template with submission data. After the template populates, you can download it as an Excel file.

## Creating an Excel Template

When you configure your application to download Excel data, you'll download the entire array of submission data. Along with your data, you'll also download:

- The module ID.
- The submission ID.
- The user ID.
- The timestamp for the creation of the submission data.
- The timestamp for the last modification of the submission data.

Here's an example of how submission data looks in an Excel template:

[![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel_Template_01_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel%20Template%2001.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)

Typically, you don't want all the submission data cluttering your Excel sheet. The easiest way to select the desired information is to create two spreadsheets. You can title these spreadsheets in your template:

- **All Data**: This is the spreadsheet you'll configure to collect all the submission data from your application.
- **Selected Data**: This is the spreadsheet you'll use to select and populate only the data you want from the All Data spreadsheet. You'll use the spreadsheet's calculations and rules to do this.

Here's how your **Selected Data** spreadsheet might look after it filters the All Data spreadsheet:

[![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel_Template_02_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel%20Template%2002.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)

You'll notice that the **Selected Data** spreadsheet omits the previously mentioned submission data details. After you've created your template, save it on your computer where it's easy to find. Then, upload it to Excel Fill Template Administration.

## Uploading an Excel Template

When you upload an Excel template using Excel Fill Template Administration, you can use it anywhere in your environment. We'll talk about how to configure it into your [modules](/v1/docs/introduction-to-the-module-builder) later in this article.

> [!NOTE]
> You can upload any size file to Excel Fill Template Administration. But, this administration page only supports .xlsx and .xlsm file types.

To upload your Excel template to your environment:

1. At the top right of the Unqork Designer Platform, click the **Settings ▾** drop-down.
2. Click **Administration**.
3. Under Integration, select **Excel Fill** **Template** **Administration**.
4. Click the ![Upload Button](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/upload_excel.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) (**Upload**) button.
5. From your computer's folder, select your template file.

[![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel_Template_03_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel%20Template%2003.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)
6. Click **Open**.

Your uploaded file displays in the Excel Fill Template Administration list. You'll see that this administration page sorts files alphabetically.

## Replacing an Excel Template

If you make any changes to your template, you can easily upload it again. Uploading files with the same name automatically replaces the previous version. After you've uploaded the updated template, you'll see its Last Modified timestamp changes.

To replace your Excel template:

1. Navigate to the **Excel Fill** **Template** **Administration** page.
2. Click the ![Upload Button](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/upload_excel.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) (**Upload**) button.
3. From your computer's folder, select your template file.
4. Click **Open**.
5. In the **File Exists** pop-up, click **Confirm**.

## Removing an Excel Template

You can also remove a template from your environment.

To remove your Excel template:

1. Navigate to the **Excel Fill** **Template** **Administration** page.
2. Select the template file to delete.
3. Click the ![Trash icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/trash_excel.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) (**Remove**) button in the top-right corner.

[![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel_Template_04_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel%20Template%2004.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)
4. Click **Confirm**. The file no longer displays in the Excel Fill Template Administration list.

## Downloading an Excel Template

When you promote your applications to another environment level, your Excel templates won't promote with them. This administration page allows you to download your environment's Excel templates. That way, you can access the Excel Fill Template Administration page from other environment levels and upload your template(s) again.

To download an Excel template file from Excel Fill Template Administration:

1. Navigate to the **Excel Fill** **Template** **Administration** page.
2. Select the file to download.
3. Click the ![Download Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/download_excel.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) (**Download**) button. The file downloads to your computer's Downloads folder.

[![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel_Template_05_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel%20Template%2005.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)

## Referencing an Excel Template

Now that you have an Excel template uploaded, reference it in a module. For this example, use a [Plug-In](/v1/docs/plug-in-component) component to get your submission data from a [schema module](/v1/docs/schema-docs-dashboard-tool). Then, you'll set up a separate Plug-In to generate the .xlsx file. When you open that file in your spreadsheet program, you'll see the data in your template.

> [!NOTE]
> The more data you export, the longer it takes to download the .xlsx file.

For this example, use the following module for collecting submission data: [https://training.unqork.io/#/form/60f892a5b07b3064183cb94e/edit](https://training.unqork.io/#/form/60f892a5b07b3064183cb94e/edit).

Submissions in this module stored in a schema module: [https://training.unqork.io/#/form/60f8941bb07b3064183cb994/edit](https://training.unqork.io/#/form/60f8941bb07b3064183cb994/edit).

Now, create the module that generates your Excel file from the data submissions stored in the schema module.

> [!NOTE]
> You don't need to do anything with the above links. There is already submission data in the schema module that you can reference in your Excel template.

Here's how the completed use case looks in the Module Builder:

[![A static image displaying the Module Builder Canvas with an excel template setup.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel_Template_ModuleBuilder_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel%20Template%20ModuleBuilder.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)

Here's how the completed use case looks in **Express View**:

[![A static image displaying a Submission Dashboard with the Excel Template button.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel_Template_ExpressView_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel%20Template%20ExpressView.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)

### Configure the Initializer Component

First, set up an Initializer component to trigger a Plug-In component to retrieve submission data from the schema module.

1. In the Module Builder, drag and drop an **![Initializer Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/initializer_teal_component.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Initializer** component onto your canvas.
2. In the **Property ID**, enter **initStart**.
3. In the **Canvas Label Text** field, enter **initStart**.
4. On the left side of the configuration window, click **![Actions Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/actions_icon(5).png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Actions**.
5. From the **Trigger Type** drop-down, select **New Submission**.
6. In the **Outputs** table, enter the following:

| Property ID | Type | Value |
| --- | --- | --- |
| pluginGetSubmissions | trigger | GO |

[![A static image displaying the initStart Initalizer's Actions settings.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel_Template_Init1_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel%20Template%20Init1.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)
7. Click **Save & Close**.

### Configure the moduleId Hidden Component

The **moduleId** **![Hiden Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/hidden_teal_icon.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Hidden** component holds the module ID of your schema module so your **pluginGetSubmissions** **![Plug-In Component Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/plugin_teal_component.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Plug-In** component can reference the module's submission data.

1. Drag and drop a **![Hiden Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/hidden_teal_icon.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Hidden** component onto your canvas, placing it below the **initStart** **![Initializer Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/initializer_teal_component.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Initializer** component.
2. In the **Property ID** field, enter **moduleID**.
3. In the **Canvas Label Text** field, enter **moduleId**.
4. In the **Default Value** field, enter **60f8941bb07b3064183cb994**. This is the module ID of your schema module.
5. Click **Save & Close**.

### Configure the pluginGetSubmissions Component

Next, set up a Plug-In component to retrieve the submission data from your schema module. You'll also configure the component to display the submission data in a dashboard.

1. Drag and drop a **![Plug-In Component Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/plugin_teal_component.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Plug-In** component onto the canvas, placing it below the **moduleId** **![Hiden Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/hidden_teal_icon.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Hidden** component.
2. In the **Property ID** and **Canvas Label Text** fields, enter **pluginGetSubmissions**.
3. From the **Internal Services** drop-down, select **List Submissions for Dashboard**.
4. In the **Inputs** table, enter the following:

| Property ID | Mapping |
| --- | --- |
| moduleId | moduleId |
| 'firstName,lastName,phoneNumber,stateOfResidence,typeOfInsurance,insuranceAmount' | fields |

[![A static image displaying the pluginGetSubmissions Plugin Component's Data settings.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel_Template_plugIn1_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel%20Template%20plugIn1.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)
5. Click **Save**.

### Configure the ViewGrid Component

Now, set up a dashboard to view your submission data. When configured, you'll see the same information in the dashboard as your Excel file.

1. Drag and drop a **![View Grid component](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/viewGrid_teal_icon.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) ViewGrid** component onto your canvas, placing it below your **pluginGetSubmissions** **![Plug-In Component Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/plugin_teal_component.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Plug-In** component.
2. In the **Label** field, enter **Submission Data Dashboard**.
3. In the **Property Name** field, enter **vgSubmissions**.
4. In the **Action** field, enter **null**.
5. In the **Inputs** table, enter the following:

| ID | Required |
| --- | --- |
| pluginGetSubmissions | ![Checked Box](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Checked_Box(4).png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) (checked) |
6. In the **Outputs** table, enter the following:

| ID | Mapping |
| --- | --- |
| submissions | id |
7. In the **Display** table, enter the following:

| ID | Formula | Heading | Type | CSS | Button |
| --- | --- | --- | --- | --- | --- |
| firstName |  | First Name |  |  | ☐ (Unchecked) |
| lastName |  | Last Name |  |  | ☐ (Unchecked) |
| phoneNumber |  | Phone Number |  |  | ☐ (Unchecked) |
| stateOfResidence |  | State of Residence |  |  | ☐ (Unchecked) |
| typeOfInsurance |  | Type of Insurance |  |  | ☐ (Unchecked) |
| insuranceAmount |  | Insurance Amount |  |  | ☐ (Unchecked) |

[![A static image displaying the vgSubmissions View Grid component's Action, Input, Output, and Display settings.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel_Template_viewGrid1_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel%20Template%20viewGrid1.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)
8. Click **Save**.

### Configure the pluginExcelTemplate Component

Next, set up a Plug-In component to insert your submission data into your Excel template. You'll configure it to place the data into a specific spreadsheet.

Recall our previous Excel file example. We created an Excel template with **All Data** and **Selected Data** spreadsheets. You'll configure the Plug-In component to add submission data to the **All Data** spreadsheet. The **Selected Data** spreadsheet automatically populates based on the spreadsheet's calculations. We also titled the template file as **Excel Fill Example.xlsx**. You'll input this template into the Plug-In component, and the Plug-In component outputs the submission data into a new Hidden component called **url**.

1. Drag and drop a **![Plug-In Component Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/plugin_teal_component.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Plug-In** component onto your canvas, placing it below your **vgSubmissions** **![View Grid component](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/viewGrid_teal_icon.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) ViewGrid** component.
2. In the **Property ID** and **Canvas Label Text** fields, enter **pluginExcelTemplate**.
3. From the **Internal Services** drop-down, select **Upload Excel** **Template**.

[![A static image displaying the pluginExcelTemplate Plug-In Component's Data Settings.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel_Template_excellPlugin1_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel%20Template%20excellPlugin1.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)
4. In the **Inputs** table, enter the following:

| Property ID | Mapping |
| --- | --- |
| 'Excel Fill Example.xlsx' | templateName |
| pluginGetSubmissions | data["All Data"] |
5. In the **Outputs** table, enter the following:

| Property ID | Mapping |
| --- | --- |
| url | url |

[![A static image displaying the pluginExcelTemplate Plug-In Component's Data Input and Output settings.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel_Template_excellPlugin2_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel%20Template%20excellPlugin2.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)
6. Click **Save**.

### Configure the url Hidden Component

This Hidden component holds the generated Excel file.

1. Drag and drop a **![Hiden Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/hidden_teal_icon.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Hidden** component onto your canvas, placing it below your **pluginExcelTemplate** **![Plug-In Component Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/plugin_teal_component.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Plug-In** component.
2. In the **Property ID** field, enter **url**.
3. In the **Label Text** field, enter **url**.
4. Click **Save & Close**.

### Configure the Decisions Component

Configure a Decisions component to automatically download the Excel file. After the **pluginExcelTemplate** **![Plug-In Component Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/plugin_teal_component.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Plug-In** generates the Excel file, the Decisions component outputs a pageOpen function. The file downloads to your default browser.

1. Drag and drop a **![Decisions Component](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/decisionsComponent_teal_icon.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Decisions** component onto your canvas, placing it below your **url** **![Hiden Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/hidden_teal_icon.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Hidden** component.
2. In the Property ID field, enter **ruleExcelTemplate**.
3. In the **Canvas Label Text *** field, enter **ruleExcelTemplate**.
4. On the left side of the configuration window, click **![Actions Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/actions_icon(5).png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Actions**.
5. Under **Trigger Type**, select **Watch**.
6. In the **Inputs** table, enter the following:

| Property ID | Alias | Type | Required | Silent |
| --- | --- | --- | --- | --- |
| url |  |  | ![Checked Box](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Checked_Box(4).png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) (checked) | ☐ (Unchecked) |
7. In the **Outputs** table, enter the following:

| Property ID | Type |
| --- | --- |
| url | pageOpen |
8. In the **Micro Decisions** table, enter the following:

| Input Values | Output Values |
| --- | --- |
| **url** | **url_pageOpen** |
|  | =url |

[![A static image displaying the ruleExcelTemplate Decisions Component's Actions settings.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel_Template_dec1_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel%20Template%20dec1.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)
9. Click **Save & Close**.

### Configure the Button Component

Lastly, you’ll configure a Button component to trigger the whole process.

1. Drag and drop a **![Button Component](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/button_teal_component.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Button** component onto your canvas, placing it below your **ruleExcelTemplate** **![Decisions Component](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/decisionsComponent_teal_icon.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Decisions** component.
2. In the **Property ID** field, enter **btnExcelTemplate**.
3. In the **Canvas Label Text *** field, enter **Generate Excel**.
4. On the left side of the configuration window, click **![Actions Icon](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/actions_icon(5).png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D) Actions**.
5. Under **Action Type**, select **Event**.
6. Under **Triggers**, in the **On Click** field, enter **pluginExcelTemplate**.

[![A static image displaying the btnExcelTemplate Button Component's Action settings. The Action Type is set to event and the On Click field is set to "pluginExcelTemplate".](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel_Template_button1_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Excel%20Template%20button1.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A51Z&se=2026-11-07T18%3A57%3A51Z&sr=c&sp=r&sig=xLQI6NYYa3%2F1kOAhJCCESuzAlGyYQL4%2BD%2Fm8xgA7vEU%3D)
7. Click **Save & Close**.
8. **Save** your module.

Preview your module in **Express View**. Submission data displays on the dashboard. Click **Generate Template**, and an Excel file displays in your browser. Open the Excel file and view the details. Using our example, all submission details display in the All Data spreadsheet. Only the specific information from your dashboard displays in your template's Selected Data spreadsheet.

## Resources

- [Learn about the General Excel snippet.](/v1/docs/generate-excel-snippet)
- [Enable End-Users to upload Excel files to a dashboard](/v1/docs/excel-upload).
- [Learn about the Data Workflow Excel to JSON operator](/v1/docs/excel-to-json-operator).
- [Learn more about Administration Settings](/v1/docs/welcome-to-unqorks-administration-pages-1).

A Property ID is the unique field ID used by Unqork to track and link components in your module.