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

Configure the Read Excel Table activity

To configure the Read Excel Table activity, do the procedure in this topic.

Prerequisites

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 Read Excel Table Excel Read icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Read Excel Table activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Design Time Repository

Specifies the data source for your design time template.

Figure: Source Repository screen

Source Repository screen

Fields

Field Name Definition

Amazon S3 Amazon S3 icon

Function:
Specifies that Amazon S3 is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (Amazon S3) - Read Excel Table.

Box Box icon

Function:
Specifies that Box is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (Box) - Read Excel Table.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (Dropbox) - Read Excel Table.

FTP FTP icon

Function:
Specifies that FTP is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (FTP) - Read Excel Table.

Google Drive Google Drive icon

Function:
Specifies that Google Drive is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (Google Drive) - Read Excel Table.

NetSuite NetSuite icon

Function:
Specifies that NetSuite is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (NetSuite) - Read Excel Table.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (OneDrive) - Read Excel Table.

OneDrive For Business OneDrive For Business icon

Function:
Specifies that OneDrive for Business is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (OneDrive For Business) - Read Excel Table.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (Salesforce) - Read Excel Table.

SFTP SFTP icon

Function:
Specifies that SFTP is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (SFTP) - Read Excel Table.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (SharePoint) - Read Excel Table.

File System File System icon

Function:
Specifies that the file system on the AgilePoint Server machine is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (Local File System) - Read Excel Table.

Runtime Repository

Specifies the data source for your runtime template.

Figure: Runtime Repository screen

Runtime Repository screen

Fields

Field Name Definition

Amazon S3 Amazon S3 icon

Function:
Specifies that Amazon S3 is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (Amazon S3) - Read Excel Table.

Box Box icon

Function:
Specifies that Box is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (Box) - Read Excel Table.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (Dropbox) - Read Excel Table.

FTP FTP icon

Function:
Specifies that FTP is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (FTP) - Read Excel Table.

Google Drive Google Drive icon

Function:
Specifies that Google Drive is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (Google Drive) - Read Excel Table.

NetSuite NetSuite icon

Function:
Specifies that NetSuite is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (NetSuite) - Read Excel Table.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (OneDrive) - Read Excel Table.

OneDrive For Business OneDrive For Business icon

Function:
Specifies that OneDrive for Business is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (OneDrive For Business) - Read Excel Table.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (Salesforce) - Read Excel Table.

SFTP SFTP icon

Function:
Specifies that SFTP is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (SFTP) - Read Excel Table.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (SharePoint) - Read Excel Table.

File System File System icon

Function:
Specifies that the file system on the AgilePoint Server machine is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (Local File System) - Read Excel Table.

Read Excel Table Configuration

Specifies an operation to read and store data from a Microsoft Excel table.

Figure: Read Excel Table Configuration screen

Read Excel Table Configuration screen

Fields

Field Name Definition

Design time - Repository Name

Function:
Shows the access token of the document source repository type you selected for design time.
Accepted Values:
Read only.

Design Time Template

Function:
Shows the name of the Microsoft Excel template file that Process Builder uses when you create or change the app.
Accepted Values:

Read only

The runtime template file and the design time template file must have the same column names in the Excel table.

Runtime - Repository Name

Function:
Shows the access token of the document source repository type you selected for runtime.
Accepted Values:
Read only.

Runtime Template

Function:
Shows the name of the Microsoft Excel template file the activity uses to read the Excel file when the process runs.
Accepted Values:

Read only

The runtime template file and the design time template file must have the same column names in the Excel table.

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