Write Excel Table activity

An activity that lets you create or change data in a Microsoft Excel table with information from an AgilePoint NX app.


Write Excel Table activity

Configure the Write Excel Table activity

To configure the Write 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 Write Excel Table Excel Write icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write 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) - Write Excel Table.

Salesforce Salesforce icon

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

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

Target Repository

Selects the target storage repository type for your files.

Figure: Target Repository screen

Target Repository screen

Fields

Field Name Definition

Amazon S3 Amazon S3 icon

Function:
Specifies that Amazon S3 is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Amazon S3) - Write Excel Table.

Box Box icon

Function:
Specifies that Box is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Box) - Write Excel Table.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Dropbox) - Write Excel Table.

FTP FTP icon

Function:
Specifies that FTP is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (FTP) - Write Excel Table.

Google Drive Google Drive icon

Function:
Specifies that Google Drive is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Google Drive) - Write Excel Table.

NetSuite NetSuite icon

Function:
Specifies that NetSuite is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (NetSuite) - Write Excel Table.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (OneDrive) - Write Excel Table.

OneDrive For Business OneDrive For Business icon

Function:
Specifies that OneDrive for Business is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (OneDrive For Business) - Write Excel Table.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (Salesforce) - Write Excel Table.

SFTP SFTP icon

Function:
Specifies that SFTP is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (SFTP) - Write Excel Table.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is your document target location.

To configure the target location for your file, complete the fields in Target Repository Configuration (SharePoint) - Write Excel Table.

File System File System icon

Function:
Specifies that the file system on the AgilePoint Server machine is the target data source location for the file.

To configure the target location for your file, complete the fields in Target Repository Configuration (Local File System) - Write Excel Table.

Write Excel Table Configuration

Configures an operation to create a Microsoft Excel file.

Figure: Write Excel Table Configuration screen

Write 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 create or change a data in 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.

Save To

Function:
Shows the target path you configured in the Target Repository Configuration to save the Microsoft Excel document.
Accepted Values:
Read only.

File Name

Function:
Specifies the file name for your Microsoft Excel file to save in the target repository.
Accepted Values:
One line of text that can have spaces.
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