Write Data in an Excel File

To create and change a Microsoft Excel file, do the procedure in this topic.

Screen



Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Document Document icon tab.
      2. On the Document Document icon tab, drag the Excel Write Excel Write icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Design Time Repository Design Time Repository icon.
  3. On the Source Repository screen, select the data source for your design time template.
  4. Click Run Time Repository Run Time Repository icon.
  5. On the Runtime Repository screen, select the data source for your runtime template.
  6. Click Target Configuration Target Configuration icon.
  7. On the Target Repository screen, select the target location for your file.
  8. Click Excel Write Configuration Excel Write Configuration icon.
  9. Complete these fields as necessary.
    Field Name Definition

    Save To

    Function:
    Specifies the location and file name to save the resulting Microsoft Excel document.
    Accepted Values:
    • One line of text that can have spaces.
    • A process data variable.

      You can use Process Data screen to specify a process data variable.

    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Field Mapping

    Function:
    Specifies the connection from the Microsoft Excel columns response parameter to your schema.
    Accepted Values:
    Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

    Use this screen to connect the response to the data model for your process.

    Default Value:
    None
  10. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.