Read Excel Table activity
An activity that reads data from a Microsoft Excel table, and then stores the values in variables that can be used in the process.
![Read Excel Table activity](images/cloudenvShapeReadExcelTableDocument.jpg)
Configure the Read Excel Table activity
To configure the Read Excel Table activity, do the procedure in this topic.
Prerequisites
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher.
Good to Know
- To send an e-mail notification, click
Advanced
> E-mail Notifications
.
For more information, refer to Configure E-mail Notifications for Any Activity.
- In most text fields, you can use process data variables as an alternative to literal data values.
- You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
- Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
How to Start
- On the Application Explorer screen, do one of these:
- Do one of these:
- Add an activity:
- In the Process Builder, in the Activity Library,
open the Document
tab.
- On the Document
tab, drag the Read Excel Table
activity onto your process.
- In the Process Builder, in the Activity Library,
open the Document
- Change an activity:
- In your process, double-click your activity.
- Add an activity:
General Configuration
Specifies the basic settings for the Read Excel Table activity.
![General Configuration screen](images/cloudenvSystemBasicConfigurationWinReadExcelTable.jpg)
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Design Time Repository
Specifies the data source for your design time template.
![Source Repository screen](images/cloudenvReadExcelTableDesignTimeRepositoryConfigWin.jpg)
Fields
Field Name | Definition |
---|---|
Amazon S3 |
|
Box |
|
Dropbox |
|
File System |
|
FTP |
|
Google Drive |
|
NetSuite |
|
OneDrive |
|
OneDrive For Business |
|
Salesforce |
|
SFTP |
|
SharePoint |
|
Runtime Repository
Specifies the data source for your runtime template.
![Runtime Repository screen](images/cloudenvReadExcelTableRuntimeRepositoryConfigWinDocument.jpg)
Fields
Field Name | Definition |
---|---|
Amazon S3 |
|
Box |
|
Dropbox |
|
File System |
|
FTP |
|
Google Drive |
|
NetSuite |
|
OneDrive |
|
OneDrive For Business |
|
Salesforce |
|
SFTP |
|
SharePoint |
|
Read Excel Table Configuration
Specifies an operation to read and store data from a Microsoft Excel table.
![Read Excel Table Configuration screen](images/cloudenvReadExcelTableDocumentTabConfig.jpg)
Fields
Field Name | Definition |
---|---|
Design time - Repository Name |
|
Design Time Template |
|
Runtime - Repository Name |
|
Runtime Template |
|
Field Mapping |
|