(Example) Configure an Excel Write Activity

Result

This example shows how to add and configure an Excel Write activity in the Sales Invoice app to change the values of cells in a Microsoft Excel file based on data entered in an eForm.

When you add the Sales Invoice app from the App Store to the App Builder, and open the process, it looks like this:

When you complete this example procedure, the finished process looks like this:

When you create the Microsoft Excel file, it looks like this:

When you start the process and submit the Sales Invoice Request form, the completed form looks like this:

The data from the fields in the Requester Details section of the Sales Invoice Request form show in the Sales Invoice.xlsx Microsoft Excel file.

Prerequisites

• This example uses the Sales Invoice app from the AgilePoint NX App Store.

  For more information, refer to How to Get the App

• Create an access token for Google Drive. In this example, the access token name is Write Excel Data.

  For more information, refer to Access Token for Google Workspace.

• You must have Google account.
• Upload your Microsoft Excel file — Sales Invoice.xlsx in this example — to the Google Drive folder you want to use for your app.
• Create a folder in Google Drive to save the completed Sales Invoice.xlsx Microsoft Excel file. In this example, the folder name is Sales Invoice Result.

Good to Know

• The Sales Invoice app is a process-based app that creates an invoice for a sale.

  For the use case in this example, this app provides a form to enter information required for the invoice. The invoice request is then routed to the Excel Write activity to populate the Microsoft Excel file Sales Invoice.xlsx with information about the customer that is entered in the eForm.

• This topic uses the Excel Write activity in the Document tab. There are also versions of the Excel Read and Excel Write activities in the SharePoint tab. In general, examples are not provided for most third-party intergrations, including SharePoint. For information that is specific to the SharePoint versions of these activities, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Good to Know

• This app uses the same Microsoft Excel file at design time and runtime.

How to Start

1. Open Microsoft Excel.
2. Click Blank workbook.
3. Save an Excel file with the file name Sales Invoice.xlsx.

Procedure

1. In the Sales Invoice.xlsx file, enter the column names in this table:

   Column Names
   Account Name
   E-mail ID
   Phone
   Cutomer PO Number
   PO Amount
   Payment Terms

   
   
   

2. Name the cells where you want to store the data from the eForm.

   Each cell where you want to store data must have a name. For this example, use the names shown in this table.

   Cell	Name
   A2	AccountName
   B2	EmailId
   C2	Phone
   D2	CustomerPoNumber
   E2	PoAmount
   F2	PaymentTerms

   1. Select the cell A2.

      
      
      

   2. To name the cell, in the Name Box, enter AccountName.

      
      
      

   3. Repeat these steps for each cell.

How to Start

1. Click App Builder.

   
   
   

2. On the App Builder Home screen, click All Apps.

   
   
   

3. On the All Apps screen, on the Sales Invoice app, click Edit .

   
   
   

4. On the App Details screen, hover over the Sales Invoice process model, and click Edit .

   
   
   

Procedure

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

   
   
   

2. On the General Configuration screen, in the Display Name field, enter Write Sales Invoice Excel.

   
   
   

3. Click Next.
4. On the Source Repository screen, select Google Drive.

   
   
   

5. Click Next.
6. On the Design Time Template Configuration screen, in the Google Workspace list, select Write Excel Data access token.

   
   
   

7. In the File Path section, select Choose File Path > Sales Invoice.xlsx.

   As a prerequisite, Sales Invoice.xlsx must exist in Google Drive.

   
   
   

8. Click Next.
9. On the Runtime Repository screen, select Google Drive.

   
   
   

10. On the Runtime Template Configuration screen, in the Google Workspace list, select Write Excel Data.

    
    
    

11. In the File Path section, select Choose File Path > Sales Invoice.xlsx.

    
    
    

12. Click Next.
13. On the Target Repository, select Google Drive.

    
    
    

14. Click Next.
15. On the Target Repository Configuration screen, in the Google Workspace list, select Write Excel Data.

    
    
    

16. In the File Path section, select Choose File Path > Sales Invoice Result folder.

    The Sales Invoice Result folder stores the result of the Sales Invoice.xlsx Microsoft Excel file.

    As a prerequisite, the Sales Invoice Result folder must exist in Google Drive.

    
    
    

17. Click Next.
18. On the Excel Write Configuration screen, in the Save To, in the Enter File Name field, enter Result Sales Invoice Excel.

    The Result Sales Invoice Excel is a file name used to save the result of the Sales Invoice.xlsx Microsoft Excel file.

    
    
    

19. In the Fields Mapping field, click Schema Mapping .

    
    
    

20. On the Schema Mapper screen, map the form fields to the cells in the Excel file as shown in this table.

    These entity fields are associated with form controls in the Sales Invoice app.

    Form Fields	Excel Template Cell Name
    AccountName__u	AccountName
    CutomerPONumber__u	CutomerPoNumber
    EmailId__u	EmailId
    PaymentTerms__u	PaymentTerms
    Phone__u	Phone
    POAmount__u	PoAmount

    
    
    

21. Click Finish.

    The Process Builder shows with the Excel Write activity.

    
    
    

Next, save, check in, and publish the process-based app.

For more information, refer to (Example) Save, Check In, and Publish a Process-Based App.

Next, run the app.

Procedure

1. To run the app, refer to My Apps screen.
2. Complete your Sales Invoice Request form and submit the form.

   
   
   

3. Go to Google Drive, and open the Sales Invoice Result folder > Result Sales Invoice Excel file.

   As a prerequisite, the Sales Invoice Result folder must exist in Google Drive.

   When you open the Result Sales Invoice Excel file, it shows the data from the Sales Invoice Request form.

   
   
   

Prerequisites

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

• This procedure is optional. It is provided so you can test the example with an out-of-the-box app.
• This is part of the Background and Setup procedures, but many users preferred this step to appear after the example, not before it.

Procedure

1. Click App Store.

   
   
   

2. In the CATEGORY section, click Sales.

   
   
   

3. Click the Sales Invoice app.

   
   
   

4. On the Sales Invoice screen, click Add.

   
   
   

5. On the Trust App screen, click Trust it.
6. Click Return to site.