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 LE 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 the timing and error settings, go to Action Builder.

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 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.