Using the Open action
Use this action to open a workbook. Insert this action at the start of your automation sequences.
- Double-click or drag the Open action.
- Provide the username either by selecting a Credential variable or entering an unencrypted value.
Enter a Session name.
Use this same session name in subsequent actions to associate them with this workbook.
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.
- If the sheet contains a header row, mark the Sheet contains header option.
- Click Save.