Create Workbook
This article provides information on the following topics:
Note: The Actions Quick Reference provides a complete list of actions that you can print for easy reference.
What is the Create Workbook Action?
The Create Workbook Action creates a new Microsoft Excel workbook.
Creating a Create Workbook Action
Drag and drop the Selector
onto the Targets 
list in the target workbook to display the available target options. Continue
to drag the Selector to the Excel 
item, releasing your mouse to
display the Target Preview. As
an alternative, you may also target the titlebar of Microsoft Excel. If
this is the first time the workbook was targeted, Nintex RPA
will attempt to create a workbook connection automatically. (For more
information about Microsoft Excel workbook connections, read the Excel
Connections article.)
A preview of the target
is displayed. Select the Create
Workbook Action 
from the Actions list.
Select the Rules
to change the Connection for this Action. Both
the Timing 
and
Error 
settings
for this action may be configured to fine tune the how the Action will
run.
Note: For more information about Timing and Error settings, read the Action Builder article.
Enter the connection
letter 
you wish to assign
the new workbook. Optionally, to save a new note with the Workbook
connection check the Update note
option 
and enter a note.
Optionally add Notes
to the Action to document any special instructions
or functionality. When the Run Switch
is set to Run, the action
will be executed after clicking OK.
Note: The run switch is set to Run by default. To create or modify this action without executing it, click the slider to change the option to Don't Run. For more information, see Action Builder.
Click the OK
button 
to save the Action.