BPM5 Documentation - Create and Populate a New Excel Workbook with Data Item Values

To create and populate a new Excel workbook with data item values, complete the following steps:

Check out and open the process you want to edit.
In the Toolbox pane, click Microsoft Office. A list of activities is displayed.
Double-click or drag the Write Excel Workbook activity into the process.
Link the activity appropriately with other activities in the process.
Right-click the Write Excel Workbook activity. A shortcut menu is displayed.
Select View Properties. The Write Excel Workbook window is displayed.
Click the Input File tab. The corresponding screen is displayed.
Select the Create New Workbook option.
In the Output format field, click the drop-down arrow. A drop-down list is displayed.
Select .xls or .xlsx. The selected format is displayed in the field.

Note:

If you select .xls, a new Excel 2003 workbook will be created. If you select .xlsx, a new Excel 2007 workbook will be created.
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 file name.

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. The location must be accessible by the Process Engine.

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 create and populate a new Excel workbook with data item values.

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

Last modified at 7/31/2020 11:20 AM

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Create and Populate a New Excel Workbook with Data Item Values