Excel Write (Document) activity

Configure the Excel Write activity

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

Examples

(Example) Configure an Excel Write Activity

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 Write (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:
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

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 Write 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 Target Configuration .
On the Target Repository screen, select the target location for your file.
Click Excel Write Configuration .
Complete the fields on the Excel Write 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 Write activity.

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Field Name

Definition

Display Name

Description:

Specifies the activity name that shows in your process.

Allowed Values:

One line of text (a string).

Accepted:

Letters
Numbers
Spaces

Default Value:

None

Accepts Variables:

No

Example:

This is a common configuration field that is used in many examples. Refer to:

Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Description:: Specifies an optional text description for your activity.
Allowed Values:: More than one line of text.
Default Value:: None
Accepts Variables:: No

Source Repository

Specifies the data source for your design time template

Fields

Field Name	Definition
Source Repository	Opens this Screen: The configuration screen for your document repository. The specific screen that shows depends on your document repository type. For more information, refer to Document Repositories. Function of this Screen: Configures your document repository.

Runtime Repository

Specifies the data source for your runtime template.

Fields

Field Name	Definition
Runtime Repository	Opens this Screen: The configuration screen for your document repository. The specific screen that shows depends on your document repository type. For more information, refer to Document Repositories. Function of this Screen: Configures your document repository.

Target Repository

Selects the target storage repository type for your files.

Fields

Field Name	Definition
Target Repository	Opens this Screen: The configuration screen for your document repository. The specific screen that shows depends on your document repository type. For more information, refer to Document Repositories. Function of this Screen: Configures your document repository.

Excel Write Configuration

Configures an operation to create a Microsoft Excel file.

Fields

Field Name	Definition
Repository Name - Design	Description: Shows the access token of the document source repository type you selected for design time. Allowed Values: Read only.
Design Time Template	Description: Shows the name of the Microsoft Excel template file that Process Builder uses when you create or change a process. Allowed Values: Read only Note: The runtime template file and the design time template file must have the same field names and the same types of content. The file must exist on the app designer's local machine at design time.
Repository Name - Runtime	Description: Shows the access token of the document source repository type you selected for runtime. Allowed Values: Read only.
Runtime Template	Description: Shows the name of the Microsoft Excel template file the activity uses to create Excel file when the process runs. Allowed Values: Read only.
Save To	Description: Specifies the location and file name to save the resulting Microsoft Excel document. Allowed 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 Variables: Yes Example: Refer to: (Example) Configure an Excel Write Activity
Field Mapping	Description: Specifies the connection from the Microsoft Excel columns response parameter to your process schema. Allowed Values: Click the Schema Mapping button to open the Schema Mapper screen. Use this screen to connect the response to the data model for your process. Default Value: None Example: Refer to: (Example) Configure an Excel Write Activity (Example) Schema Mapper