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Productivity Activities

Last updated Dec 6, 2024

Create Workbook

UiPath.MicrosoftOffice365.Activities.Excel.CreateWorkbookConnections

Description

Creates a new Excel workbook.

Scopes

This activity requires the following scopes:

  • Sites.ReadWrite.All

Project compatibility

Windows | Cross-platform

Configuration

  • Microsoft OneDrive & SharePoint connection - The connection for the Microsoft 365 account to use in the activity.
  • Folder - The folder to use to create the new workbook. The method to specify the folder to be retrieved: Folder picker, Enter Id, Enter Url.
    • File/Folder picker option: Click the Folder docs image icon to browse the OneDrive or SharePoint files/folders and select a spreadsheet. This option accepts input as IResource.
      • Use the See more button menu to use a variable or select the Reload Folder Data option if you've modified your folders and need to retrieve the latest data.

    • Enter Id option:

      • Workbook Id - The ID of the workbook of interest. This property supports String variables and string formatted values.
      • SharePoint site address - The URL of the SharePoint site that contains the file or folder. This property supports String variables and string formatted values. Open your SharePoint site in a browser and copy its URL, e.g., https://yourcompany.sharepoint.com/sites/ProductOfficial.
      • SharePoint document library - The document library within the indicated SharePoint site that contains the file or folder. This property supports String variables and string formatted values. Open the Documents tab in your SharePoint site and copy the URL, e.g., https://yourcompany.sharepoint.com/sites/ProductOfficial/Shared%20Documents/Forms/AllItems.aspx.
    • Enter Url option:

      • Workbook Url - The URL of the workbook of interest. This property supports String variables and string formatted values. Retrieve the URL by opening the file in a browser.
  • Workbook name - The name of the new workbook. This property supports String variables and string formatted values.
Additional options

Input

  • First sheet name - The name of the first sheet in the workbook. This property supports String variables and string formatted values.
  • If workbook already exists - The expected behavior when a workbook with the same name already exists in the destination folder. Choose one of the available options from the dropdown menu:
    • Replace - Fails if an existing item is found. Default option.
    • Don't replace - Auto renames the new item by appending a number.
    • Rename - Replaces the existing item.

Output

  • New workbook - The newly created workbook. Automatically generated output variable. You can use it as it is or save it with a different name. You can use this in other activities, such as Add Sheet.

Example



See also:
  • Description
  • Project compatibility
  • Configuration
  • Example

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