BPM5 Documentation - Automatically Populate an Existing Worksheet with Values

To allow the Process Engine to automatically populate an existing worksheet with values, complete the following steps:

Check out and open the process you want to edit.
Open the Write Excel Workbook activity that you previously configured and now want to edit.
Click the Data Mappings tab. The corresponding screen is displayed.
Select the Automatically Fill Worksheet check box.

Note:

If the Manually Map Data Items to Cell Values check box is also selected, then those mappings will override any automatic mappings that the Process Engine finds.
Select the Write to existing worksheet option.
In the Existing worksheet name field, select the appropriate input field editor and set the field to a value that is the
worksheet’s name.
In the Cell starting position field, select the appropriate input field editor and set the field to a value that is the starting cell in the existing worksheet.
In the If data is present section, select the Overwrite existing rows or columns option or Insert new rows and columns option.

In the Direction to populate worksheet section, select Populate in same row or Populate in same column.

Note:

To write a collection data item to multiple cells, select the Select Collection Data Item Member for Mapping and Multiple Row/Column Context check box and select a collection data item in the respective field.

In the Values to Write field, select the appropriate input field editor and set the field to a value that you want to write to the worksheet.

In the Sort order field, select the appropriate input field editor and set the field to a value that indicates the order based on which the values will be sorted in the worksheet.

Note:

Select the Include Headers check box to include column/row headers in your worksheet.
You can map more values with data items by clicking the plus sign (+). Use the minus sign (−) to remove a mapping.

Click the Workbook Destination tab. The corresponding screen is displayed.
In the Output File Name field, select the appropriate input field editor and set the field to a value that is a file location where you want to store the new Excel file. The location must be accessible by the Process Engine.

From the If the file already exists section, select Overwrite the file or Increment the file name.

Note:

Select Overwrite the file to replace the existing file. Select Increment the file name to append a _1, for example, to the file name the first time the process runs and sees that a file already exists. The number will increment each time the process runs and finds a file with the same name.

In the Output File Location field, select the appropriate input field editor and set the field to a value that is a file location where you want to store the new Excel file.

In the Authentication section, select Run as BPM Server or Specify credentials.

Note:

If you select Run as BPM Server, access will be granted or rejected based on the BPM Server credentials.

If you select Specify credentials, complete the Username, Password, and Include domain fields using the appropriate input field editors. The Include domain check box is optional and requires you to enter the domain name, if selected.

Click OK. You configured the activity to allow the Process Engine to automatically populate an existing worksheet with values.

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft Office Activities > Write Excel Workbook

Last modified at 7/31/2020 11:16 AM

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Automatically Populate an Existing Worksheet with Values