Using the Open action

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

Procedure

To open a workbook, do the following:

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 the file name SalesReport.xlxs.

Note: Ensure that the Microsoft Excel file is placed in the My Files folder in OneDrive.
If the sheet contains a header row, mark the Sheet contains header option.
Click Save.