Close 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 Close Workbook Action?

The Close Workbook Action closes an Excel workbook.

Creating a Close 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 Workbook item, releasing your mouse to display the Target Preview.

A preview of the target is displayed. Select the Close Workbook Action from the Actions list.

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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 the timing and error settings, go to Action Builder.

If you wish to save the changes to the workbook, check the Save Changes option.  If checked, you will then have the option to save the workbook using a New File path or its existing file path .  If saving the workbook to a new file path, you will be required to provide the file path . Choose Overwrite to overwrite the file if it already exists.

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, go to Action Builder.

Click the OK button to save the Action.