Notes fields can display Excel file property information If you have an Excel workbook inserted as an embedded object in a Notes form, you can create fields in the Notes form that display file property information from your Excel workbook. You can include as many file property fields from the Properties dialog box in Excel as there are fields in the Notes form.
If you want to use Notes field exchange in the Notes document, the document must already contain the Notes/FX fields you want to use to exchange information. You cannot insert fields in a Notes document; the fields can be inserted only in a Notes form. When you add Notes/FX fields to the form with the embedded workbook, each new Notes document or form you create from that form is ready for Notes/FX field exchange.
Fields and properties correspond with each other Some properties are one-way: changes made in the embedded workbook are reflected in the Notes field, but changes made to the Notes field do not appear in the embedded workbook. For example, the Excel workbook file property Created is a one-way field that corresponds with the Notes DateCreated field. Changes to the Created property in Excel automatically appear in the DateCreated field in the Notes document; however, changing the DateCreated field in the Notes document does not affect the Excel Created property.
Other properties correspond to two-way fields: changes in the Excel workbook are reflected in the Notes field, and changes in the Notes field are reflected in the Excel workbook. Two-way fields are updated in the embedded workbook when you open or activate the workbook and in the Notes document when you close the workbook and return to the Notes document. For example, Title is a two-way field. When you change the Excel workbook file property Title, the change appears in the Title field in the Notes document. When you change the Title field in the Notes document, the changes appear in the Excel workbook file property. Fields that correspond to custom workbook file properties are also two-way fields.
Custom file properties can be used in views In Excel, you can create a custom file property that's linked to a named range of cells. You can then create a corresponding field in Notes, so that the contents of the named range appear in your view.