Excel Read (Document) activity
An activity that reads data from a Microsoft Excel template, and then stores the values in variables that can be used in the process.
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Configure the Excel Read activity
To configure the Excel Read activity, do the procedure in this topic.
Examples
Good to Know
- In most text fields, you can use process data variables as an alternative to literal data values.
- To use only SharePoint as your source and target data source, refer to Excel Read (SharePoint) activity.
- 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?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the Document tab.
- On the Document
tab,
drag the Excel Read
activity onto your process.
Procedure
- Complete the fields on the General Configuration screen.
- Click Design Time Repository
.
- On the Source Repository screen, select the data source for your design time template.
- Click Run Time Repository
.
- On the Runtime Repository screen, select the data source for your runtime template.
- Click Excel Read Configuration
.
- Configure the Excel Read activity options on the Excel Read Configuration screen.
- (Optional) Click Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
General Configuration
Specifies the basic settings for the Excel Read activity.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Source Repository
Specifies the data source for your design time template.
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Fields
Field Name | Definition |
---|---|
Source Repository |
|
Runtime Repository
Specifies the data source for your runtime template.
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Fields
Field Name | Definition |
---|---|
Runtime Repository |
|
Read Excel Document Configuration
Specifies an operation to read and store data from a Microsoft Excel file.
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Fields
Field Name | Definition |
---|---|
Repository Name - Design |
|
Design Time Template |
|
Repository Name - Runtime |
|
Runtime Template |
|
Field Mapping |
|