Save 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 Save Workbook Action?

The Save Workbook Action saves an Excel workbook.

Creating a Save 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 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 the Column A column header, and just above the Row 1 row header).

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 Save 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.

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 option 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.