Excel Workbook Configuration
Excel activities operate on an Excel workbook identified by a file reference.
Each activity independently opens the specified workbook, performs the requested operation, saves any changes made to the workbook, and then closes the workbook. As a result, every Excel activity requires the workbook file to be specified as part of its configuration.
Workbook File
Reference to the Excel workbook that will be used by the activity.
The workbook is typically obtained from a previous activity that retrieves or creates a file.
Examples include:
- Downloading a file from cloud storage
- Retrieving an email attachment
- Getting a file from a document management system
- Retrieving a workbook with Get File or another file-producing activity
The activity opens the referenced workbook during execution and automatically persists any modifications made to the workbook.
Password
Optional password used to open the workbook when the workbook is password protected.
If the workbook is not password protected, this property can be left empty.
Process Data Support
Workbook file references and passwords can be configured dynamically using variables from the Process Data drawer.
This allows workflows to select workbooks based on runtime conditions, user input, or outputs from previous activities.
Reuse a workbook
Bind an upstream file output to Workbook File. Use that reference for subsequent Excel activities. Read-only activities leave the source unchanged; activities that modify the workbook save the changes back through the reference's storage provider.
The reference must identify a valid Excel workbook, and its storage provider must allow writing when an activity modifies it. Keep a separate copy before editing if the original must be preserved. A file name string or Base64 payload is not a replacement for the required file reference.