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.



Configure the Excel Read activity

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

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Document tab.
      2. On the Document tab, drag the Excel Read activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Design Time Repository .
  3. On the Source Repository screen, select the data source for your design time template.
  4. Click Run Time Repository .
  5. On the Runtime Repository screen, select the data source for your runtime template.
  6. Click Excel Read Configuration .
  7. Configure the Excel Read activity options on the Excel Read Configuration screen.

    For more information, refer to Read Data from an Excel File.

  8. (Optional) Click Advanced > E-mail Notifications .

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the common information for a system activity.

Screen



Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Design Time Repository

Specifies the data source for your design time template.

Screen



Fields

Field Name Definition

Amazon S3

Function:
Specifies that Amazon S3 is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (Amazon S3) - Excel Read (Document).

Box

Function:
Specifies that Box is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (Box) - Excel Read (Document).

Dropbox

Function:
Specifies that Dropbox is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (Dropbox) - Excel Read (Document).

FTP

Function:
Specifies that FTP is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (FTP) - Excel Read (Document).

Google Drive

Function:
Specifies that Google Drive is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (Google Drive) - Excel Read (Document).

NetSuite

Function:
Specifies that NetSuite is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (NetSuite) - Excel Read (Document).

OneDrive

Function:
Specifies that OneDrive is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (OneDrive) - Excel Read (Document).

OneDrive For Business

Function:
Specifies that OneDrive for Business is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (OneDrive For Business) - Excel Read (Document).

Salesforce

Function:
Specifies that Salesforce is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (Salesforce) - Excel Read (Document).

SFTP

Function:
Specifies that SFTP is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (SFTP) - Excel Read (Document).

SharePoint

Function:
Specifies that SharePoint is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (SharePoint) - Excel Read (Document).

File System

Function:
Specifies that a local file system is the data source for your design time template.

To select your design time template, complete the fields on Design Time Template Configuration (Local File System) - Excel Read (Document).

Runtime Repository

Specifies the data source for your runtime template.

Screen



Fields

Field Name Definition

Amazon S3

Function:
Specifies that Amazon S3 is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (Amazon S3) - Excel Read (Document).

Box

Function:
Specifies that Box is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (Box) - Excel Read (Document).

Dropbox

Function:
Specifies that Dropbox is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (Dropbox) - Excel Read (Document).

FTP

Function:
Specifies that FTP is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (FTP) - Excel Read (Document).

Google Drive

Function:
Specifies that Google Drive is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (Google Drive) - Excel Read (Document).

NetSuite

Function:
Specifies that NetSuite is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (NetSuite) - Excel Read (Document).

OneDrive

Function:
Specifies that OneDrive is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (OneDrive) - Excel Read (Document).

OneDrive For Business

Function:
Specifies that OneDrive for Business is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (OneDrive For Business) - Excel Read (Document).

Salesforce

Function:
Specifies that Salesforce is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (Salesforce) - Excel Read (Document).

SFTP

Function:
Specifies that SFTP is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (SFTP) - Excel Read (Document).

SharePoint

Function:
Specifies that SharePoint is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (SharePoint) - Excel Read (Document).

File System

Function:
Specifies that a local file system is the data source for your runtime template.

To select your runtime template, complete the fields on Runtime Template Configuration (Local File System) - Excel Read (Document).

Read Excel Document Configuration

Specifies an operation to read and store data from a Microsoft Excel file.

Screen



Fields

Field Name Definition

Repository Name - Design time

Function:
Shows the access token of the document source repository type you selected for design time.
Accepted Values:
Read only.

Design Time Template

Function:
Shows the name of Microsoft Excel template file that is used when you are creating or changing a process.
Accepted 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 application designer's local machine at design time.

Repository Name - Runtime

Function:
Shows the access token of the document source repository type you selected for runtime.
Accepted Values:
Read only.

Runtime Template

Function:
Shows the name of Microsoft Excel template file the activity uses to create Excel file when the process runs.
Accepted Values:
Read only.

Field Mapping

Function:
Specifies the connection from the Microsoft Excel columns response parameter to your schema.
Accepted Values:
Click the Schema Mapping button to open the Schema Mapper.

Use this screen to connect the response to the data model for your process.

Default Value:
None