Set Connection
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 Set Connection Action?
The Set Connection Action dynamically sets the target workbook name for a given workbook connection.
(For more information about Microsoft Excel workbook connections, read the Excel Connections article.)
The Set Connection Action may also be used to dynamically set the target PDF Document name for a given document connection.
(For more information about Adobe PDF Connections, read the PDF Connections article.)
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Creating a Set Connection Action for Microsoft Excel
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 Set
Connection Action 
from the Actions list.
Select the Rules
to change the Connection for this Action. Timing 
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 
to set (must be
a valid of A thru Z). Enter the Workbook
Name 
to assign to the letter. Optionally,
enter any Notes 
notes you may want to stored
with the Excel Connection.
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.