Create Workbook Action—Setting Properties

The Create Workbook action is used to create an Excel workbook and give it a session name for use with other AutoMate Excel steps. The workbook is not saved on the hard disk until a Close Workbook step is executed.

Note: You must have Microsoft Excel licensed and installed on your system to use any of the AutoMate Excel actions.

To set Create Workbook properties

  1. From the Task Builder Available Actions pane, open the Excel folder and double-click the Create Workbook action or drag it into the Steps pane.

  2. In the Workbook box, click the Open Folder button , navigate to the desired folder, enter a file name, and click Open.

  3. In the Session name box, use the default entry unless you have already created one or more Excel sessions in the task. If you have multiple Excel sessions, give each one a unique name, such as ExcelSess1, ExcelSess2, etc.

  4. If you want to use an Excel template to create the workbook, click Create from template, and then use the Open Folder button to navigate to the template.

  5. If you want to create the workbook in the background without displaying the Excel window, click Workbook is invisible.

  6. To overwrite the specified file if it already exists, click Overwrite if workbook already exists. If the file exists and this is not selected, the step will fail.

  7. To set the Description tab properties, refer to Description Tab Options.

  8. To set the Error Causes and On Error tab properties, refer to Step Error Handling.

  9. When finished, click OK to save settings and close the properties dialog window.

See Also

About Actions

Adding Task Steps

Create Workbook Action