Read Excel Table activity
An activity that reads data from a Microsoft Excel table, and then stores the values in variables that can be used in the process.
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Configure the Read Excel Table activity
To configure the Read Excel Table activity, do the procedure in this topic.
Prerequisites
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher.
Good to Know
- To send an email notification, click
Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
- In most text fields, you can use process data variables as an alternative to literal data values.
- 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 Read Excel Table
activity onto your process.
General Configuration
Specifies the basic settings for the Read Excel Table 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 Table Configuration
Specifies an operation to read and store data from a Microsoft Excel table.
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Fields
Field Name | Definition |
---|---|
Design time - Repository Name |
|
Design Time Template |
|
Runtime - Repository Name |
|
Runtime Template |
|
Field Mapping |
|