Using the Open action

Use this action to open a workbook. Insert this action at the start of your automation sequences.

1. Double-click or drag the Open action.
2. Provide the username either by selecting a Credential variable or entering an unencrypted value.
3. Enter a Session name.
   Use this same session name in subsequent actions to associate them with this workbook.
4. Enter the File Path or insert a file variable.
   For example, to perform this action on a file named SalesReport.xlxs, located in the Accounts folder, enter Accounts/SalesReport.xlxs.
5. If the sheet contains a header row, mark the Sheet contains header option.
6. Click Save.