Create workbook action

The Create workbook action of the Excel advanced package enables you to create a Microsoft Excel workbook or a CSV file.

Settings

  • Enter the name of the session used to open the workbook with the Open action.
  • Specify the location where you want to save the workbook in the File path field.
  • Specify the name of the worksheet in the Sheet name field.
  • Specify the passwords to open and edit the workbook in the Password to open and Password to edit fields. Provide your password with one of the following options:
  • Select any of the following tabs to create an Excel session:
    • Local session: Specify a session name that can be used only in the current bot.
    • Global session: Specify a session name that can be used across multiple bots, such as parent bots, child bots, and other child bots of the parent bots.
      You can also use the Global session option to loop through each row in an Excel advanced worksheet.
      Note: You can open an Excel worksheet by using the Global session option and use it across multiple bots without having to share the session by using the Set session variable action.
      You can also close the session from the child bot when you are using the Global session option and sharing the session across child bots.
      Important: If you close the session from the child bot and run the parent bot, then in the parent bot, the actions that come after the child bot are not run, and the bot fails with an error because the session has already been closed from the child bot.
    • Variable: Specify a session variable that can be used to share that session with other child bots.