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Update an Existing Excel Workbook with Data Item Values

To update an existing excel workbook with data item values, complete the following steps:
  1. Check out and open the process you want to edit.

  2. In the Toolbox pane, click Microsoft Office. A list of activities is displayed.

  3. Double-click or drag the Write Excel Workbook activity into the process.

  4. Link the activity appropriately with other activities in the process. 

  5. Right-click the Write Excel Workbook activity. A shortcut menu is displayed.

  6. Select View Properties. The Write Excel Workbook window is displayed.

  7. Click the Input File tab. The corresponding screen is displayed.

  8. Select the Select an Existing Workbook option.

  9. In the Input file location field, select the appropriate input field editor and set the field to a value that is a location where the workbook is stored.

    Note:
    If your input template is referenced by a data item, click Configuration values and enter a valid connection string for design-time, configuration purposes.


  10. 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 select the domain name, if selected.


  11. Click the Workbook Destination tab. The corresponding screen is displayed.

  12. 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.

  13. 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.
     

  14. 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 Excel file.

  15. 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.


  16. Click OK. You configured the activity to update an existing excel workbook with data item values.
Related Topics
Set Workbook Properties when Creating or Updating a Workbook
Write Values to a Password-protected Workbook and Worksheet
Protect a Workbook by Setting a Password to Open the Workbook
Protect a Worksheet by Setting a Password to Edit Worksheet Cells
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 12:10 PM