Use the Change workbook links action to update external workbook links in an Excel file on by replacing the existing source with a new one.

Note: This action is currently supported for only the Excel automations running on macOS platform.

Managing workbook links is essential for maintaining accurate data references. Previously, you had to rely on inefficient screen recording methods to perform this task. With the introduction of this action, you can streamline link updates, enhance automation efficiency and reliability.

Considerations

An error is displayed if one of the following conditions are encountered when you deploy your automation to change workbook links in a Microsoft Excel file:
  • The session name that you have specified is invalid or does not exist.
  • The old source workbook link that you have specified is not found or is invalid.
  • The new source workbook path or file name that you have specified is invalid or does not exist.
  • The new source workbook link does not have a proper cell value at the same cell address as that of the old source workbook link

Settings

  • Use the Session name field to select one of the following tabs to specify the name of the Excel session provided using the Open action:
    • Session name: Enter the name you gave the session when you opened it. You can also click the Insert a value icon to select a variable or global value that you have used to store the Excel session name.
    • Variable: Select an existing variable that you have used to store the Excel session name.
  • In the Old source link field, enter the full file path of the existing workbook link that must be replaced.
  • In the New source link field, enter the full file path of the new workbook link.
    Note: The new link must have a different file name and path, but the sheet name and cell address must match the old link. However, the sheet name and cell address for a new source workbook link is not required as input.