Write Excel Table activity

Configure the Write Excel Table activity

To configure the Write 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:
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 Write Excel Table activity onto your process.

General Configuration

Specifies the basic settings for the Write Excel Table 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.

Write Excel Table Configuration

Configures an operation to create a Microsoft Excel file.

Fields

Field Name	Definition
Design time - Repository Name	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 the app. Allowed Values: Read only The runtime template file and the design time template file must have the same column names in the Excel table.
Runtime - Repository Name	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 or change a data in the Excel file when the process runs. Allowed Values: Read only The runtime template file and the design time template file must have the same column names in the Excel table.
Save To	Description: Shows the target path you configured in the Target Repository Configuration to save the Microsoft Excel document. Allowed Values: Read only.
File Name	Description: Specifies the file name for your Microsoft Excel file to save in the target repository. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces 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