Write Data in an Excel File

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

Figure: Excel Write Configuration screen

Excel Write Configuration screen

Examples

Good to Know

  • 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. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Document tab.

    Document tab
  3. On the Document tab, drag the Excel Write activity onto your process.

    Excel Write 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
    Example:
    Refer to:

    Field Mapping

    Function:
    Specifies the connection from the Microsoft Excel columns response parameter to your process 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
    Example:
    Refer to:
    Limitations:

    Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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?

  10. (Optional) Click Advanced Advanced icon > Email Notifications E-mail Notifications icon.

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