►
From YouTube: Add-in Auto Open for Word and Excel
Description
In this 12-minute Developer-focused demo, Yun Wang expertly recaps existing behavior for auto open – capabilities, limitations, user or administrator control, then evaluate partner suggested auto open user requirements. Level set on definition for auto launch/auto open vs auto install with auto open capabilities. Please complete the survey to confirm requirements scope, modify or add new requirements that would address your auto open and auto install needs.
This PnP Community demo is taken from the Office Add-ins community call – December 2022, recorded on December 14, 2022.
Demo Presenter
• Yun Wang, Principal Product Manager (Microsoft)
Supporting documents
• Documentation - Automatically open a task pane when an add-in is installed | https://learn.microsoft.com/office/dev/add-ins/develop/automatically-open-on-installation
• Documentation – Open Excel from your web page and embed your Office Add-in | https://learn.microsoft.com/office/dev/add-ins/excel/pnp-open-in-excel
• Documentation - Automatically open a task pane with a document | https://learn.microsoft.com/office/dev/add-ins/develop/automatically-open-a-task-pane-with-a-document
• Survey - Auto install and auto launch add-ins for Word, Excel and PowerPoint | aka.ms/addin-auto-open
Learn more
• Microsoft 365 Unified Sample gallery - https://aka.ms/m365/samples
• Microsoft 365 Platform Community in YouTube - https://aka.ms/m365/videos
• Microsoft 365 Platform Community - http://aka.ms/m365/community
A
A
And
I
am
the
product
manager
for
world
and
PowerPoint
extensibility,
and
today
I
would
like
to
talk
something
related
to
adding
Auto
open
for
Word
and
Excel.
Recently
we
received
a
different
requests
from
the
partners
that
they
would
like
to
have
the
auto,
open
or
Auto
installation
capabilities
for
the
add-ins.
We
already
have
different
functions
enabled
to
help
our
customers
do
the
the
auto,
open
or
Auto
launch.
A
If
you
want
to
call
it
so
before
going
into
some
questions
or
some
you
know,
use
cases,
reviews
for
the
new
requirements,
I
would
like
to
do
a
recap
of
the
current
behavior
for
auto
opens
so
for
auto
open.
There
are
different
understandings
from
Partners
some
of
the
partners.
They
would
like
to
have
the
add-in
to
be
automatically
installed
and
opened
when
a
specific
document
has
been
opened.
A
A
You
want
to
Auto
open
during
the
after
the
installation,
and
another
way
is
that
you
could
embed
and
adding
into
a
document,
so
you
could
do
some
XML
changes
to
insert
or
embed
and
add-in
into
a
specific,
the
Excel,
spreadsheet
or
Word
document
Etc,
so
that
whenever
this
document
gets
opened,
the
add-in
will
be
automatically
installed
and
opened
for
that
user.
The
the
problem
with
this
is
that
you
know
the
add-in
will
be.
A
We
persist
into
the
document
all
the
time,
so
unless
the
the
user
knows
how
to
change
the
enemies
XML,
the
normally
the
user
cannot
change.
Turn
off
that
auto
open
feature
themselves
through
this
embedded
way,
and
we
also
have
a
auto
open
feature
for
a
specific
document
that
you
could.
The
add-in
can
control
whether
to
persist
the
add-in
to
be
able
to
automatically
opened
or
not
so.
In
this
way
we
could
control
we.
We
can
control
that
behavior
through
either
XML
settings
or
the
underneath,
adding
code
so
that
the
user
can
choose.
A
Okay,
I
opened
up
this
add-in
this
time,
but
next
time
whether
I
want
to
have
this
add-in
to
be
automatically
launched
again
or
not.
So
everything
can
be
set
through
the
add-in
code
and
for
for
this
feature
specifically,
it
is
still
for
a
specific
document,
which
means
that
you
always
set
the
auto
open
feature
for
a
document.
A
But
if
you
want
to
say,
hey
I
want
to
have
my
other
documents
to
Auto
launch
the
same
add-in.
You
cannot
do
it
with
this
feature
and
the
the
benefits
of
this
again
is
that
you
know
from
the
customer
perspective.
They
could
leverage
your
add-in
code
to
turn
now
or
turn
off
this
Auto
open
capability,
I
also
put
a
link
here,
but
before,
besides
these
options,
we
still
received
different
Auto,
open
requirements.
A
A
So
many
of
our
customers,
for
example.
They
would
like
to
do
the
data
classification
document
classification,
check-in
or
encryption
of
the
document
or
setting
the
labels
data
Integrity,
checkings
Etc,
so
so,
for
these
purposes
they
would
like
to
have
the
auto
add-in
to
be
automatically
launched
in
the
background,
so
that
whenever
a
user
tries
to
change
the
document
or
upload
the
document
or
even
share
the
document,
the
add-in
underneath
can
check
the
Integrity
of
the
data
or
check
the
the
whether
the
the
data
has
been
encrypted
or
not
Etc.
A
So
many
companies
require
this
capability,
and
also
this
is
not
for
just
the
one
specific
document.
This
is
actually
from,
for
example,
for
a
company
white
that
they
would
like
to
have
all
the
word
document
or
the
Excel
document
to
automatically
launch
some
specific,
like
security
related
or
data
classification
related
add-ins
and
their
needs
to
to
check
all
the
documents,
and
also
we
have
another
use
case
that
people
want
to
to
say:
hey.
A
If
I
share
a
document
to
others,
you
know
I
want
to
I
want
others
to
open
that
add-in
automatically
with
the
document
as
well.
So
currently
you
you
can
partially
do
it
with
the
embedded
add-in
which
that
currently
our
customers
or
Partners,
if
they
have
a
system,
they
can
have
that
system
to
create
to
create
a
document
embedded
with
some
specific
add-ins.
However,
you
know
this
requirement
is
more
broad
that
they
don't
require
a
system
to
create
a
document.
This
is
to
say
anyone.
A
In
another
case,
the
third
one
is
the
ancient
skin
one,
especially
in
edu
education
field-
that,
for
example,
many
teachers.
They
reviewed
different
documentation
from
the
students
in
this
way
that
the
teachers
always
received
the
different
homeworks
different
papers
from
students,
so
that
they
would
like
to
have
every
document
to
how
to
launch
their
add-in
to
give
feedbacks.
A
So
this
is
very
important
for
them
because
they
don't
like
to
open
the
add-in
for
each
document,
one
by
one,
because
every
time
they
will
open
up
like
20
30
50
documents
at
the
same
time.
So
they
they
do.
They
don't
want
to
do
the
to
waste.
The
clicks
to
open
the
add-ins,
so
the
proposal
here
is
that
they
just
would
like
the
office
to
remember
the
last
status
of
the
the
launching
add-in.
A
So
all
these
settings
could
be
set
by
the
advance
themselves.
So
many
of
the
the
the
settings
here
should
be
controlled
by
the
administrators
for
the
office.
So
again,
I
put
a
link
here
so
that,
hopefully
you
can
put
some
of
your
ideas
for
these
scenarios
and
give
your
feedbacks
as
well
and
as
I
said
as
I
said
at
the
beginning.
So
different
people
has
different
understandings
for
auto
launch.
So
many
partners
when
they
say
Auto
launch
they
actually
mean
that
auto
install
with
auto
open
of
netting.
A
So
we
also
have
different
Auto
install
requirements
literally
here,
which
are
sort
of
interesting
and
I
would
like
also
take
advantage
of
this
opportunity
to
have
your
opinions
in
the
survey
here
and
the
first
one
is
that
if
I
have
both
come
and
calm
and
GS
add-ins,
so
this
is
very
common
that
many
of
our
partners
started
their
migration
from
commentings
to
the
GS
add-ins,
but
they're.
Normally
there
will
be
a
due
duration
of
time
that
people
it
takes
time
to
fully
migrate
from
com
to
GS.
A
So
in
this
way
people
want
to
say
hey
if
on
my
windows,
client,
if
a
customer
has
the
commenting
installed,
could
you
please
also
do
the
auto
install
for
the
other
devices?
For
example,
if
a
user
Now
open
up
a
a
word
online
or
Excel
online,
or
they
just
open
up
a
new
Mac,
word
Etc,
so
those
clients
will
open
the
the
same
add-in
from
the
same
brand
automatically.
A
A
So
so
this
will
also
help
some
of
our
clients
to
say
you
know
during
my
migration
process
from
com
to
GS.
I
would
like
to
take
advantage
of
this
way
to
replace
my
com,
add-in
with
the
gsetting
on
some
of
our
clients
system,
and
also
we
have
the
adding,
should
be
installed
and
launched
automatically
for
the
company's
standards
templates,
which
means
that
for
particular,
so
many
companies
or
Enterprises.
They
would
like
to
create
something
based
on
the
company
standards
templates.
A
So
they
would
like
to
say
if
a
user
choose
a
template
that
is
created
by
the
company,
then
you
know
the
the
the
the
embedded
add-ins
should
be
automatically
installed
and
launched
for
the
user
within
in
the
company
and
also
in
the
share
a
share
mode.
When
a
user
tries
to
share
a
file
to
others,
sometimes
they
would
like
to
have
the
the
add-ins
to
be
automatically
installed
and
opened
so
that
the
others
can
continue
working
placing
on
this
file.