Excel Macro

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 Excel Macro Action?

The Excel Macro Action runs a macro in an Excel workbook.

Creating a Excel Macro 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 Workbook option. As an alternative, you may also target the Select All button.

Note: The Select All button in an Excel workbook is located in the top-left corner (just left of Column A's column header, and just above Row 1's row header).

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 Excel Macro 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 Macro name you wish to run.  

Optionally add Notes to the Action to document any special instructions or functionality. When the Run Switchis 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.