Create Workbook
Create Workbook feature enables you to create a new workbook at a specified location.
Using Create Workbook features
- Make sure the prerequisites for using Office 365 activities are met.
- In the Canvas Tools pane, click Office 365 Services to expand the tool and view the associated activities.
- Drag the Excel 365 activity inside the Office 365 Application Activity. Ensure that the output token of the OAuth process is passed on to the Excel activity for authentication. For more information, see OAuth Activity.
- The validation error symbol disappears when you select relevant values in the particular field from the available list. For example, Access Token, Create Workbook, and Output.
- The validation error symbol disappears when you select relevant values in the particular field from the available list. For example, Access Token, Create Workbook, and Output.
- In the Access Token list, select the output parameter holding the value of access token from the OAuth activity to pass in the Excel 365 activity. For more information, see OAuth activity.
- In the Feature list, select Create Workbook.
- Click the
(Setting) icon to configure the input configuration. The Input Configuration screen appears.
- Ensure to define all the input parameters as an in argument in the Parameter bar for selection in the mandatory and advanced options.
- Mandatory Options:
- In the Workbook Name, select the parameter holding select the parameter holding the path along with workbook name or name (if workbook is in root folder) of the workbook wherein you want to create a workbook. For example, FolderName/WorkbookName.xlsx. Ensure to add the extension of excel while providing the name of workbook. i.e.xlsx.
- In the Conflict Behaviour, select the parameter holding the conflict resolution behavior in case a workbook with the same name already exists. Select one options- Fail and Rename.
- Advanced Options:
- In the WorkbookPath, select the parameter holding the upload path of newly created workbook.
- Click Delete to remove the input parameter from the advanced option list.
- Mandatory Options:
- You can select the Is Default Value checkbox to set the selected input parameter as the default value.
- Click the
- Once done, click Confirm.
- In the Output list, select the argument which should store the result. The argument should be of Out Direction.
- Save the process.
- In the Tool bar, click Setup Environment.
NOTE:
You must select the relevant scope as per the activities in the automation process.
- Once environment setup is completed perform the Test Run. The studio console will display the successful message with the required output else, output will be blank.
- Output is of the format : {"Response": "Workbook created successfully"}.
- Output is of the format : {"Response": "Workbook created successfully"}.