Save as action in Apple Numbers package

The Save as action in the Apple Numbers package enables you to save the spreadsheet in a different format such as PDF, Excel, CSV, or Numbers.

Settings

  • Use one of the following options to provide session name:
    • Session name: Enter the name of the session used to open the spreadsheet with the Open action.
    • Variable: Enter the session variable that you added in the Open action.
  • Select from the following options to save the file in a supported format:
    • PDF: Exports a read-only document.
    • Excel: Creates an .xlsx file for Microsoft Excel.
    • CSV: Exports plain text, comma-separated values.
    • Numbers 09: Saves to the legacy Numbers 09 format for older Macs.
  • In the File name (Optional) field, specify the file name for the new formatted file. For example, Numbers.
  • In the File path field, enter the location or click Browse to select the location where you want to save the current spreadsheet. For example, /Users/loaner/Documents/Test/.
  • If you have a spreadsheet with the same name in the specified location, select the Overwrite file(s) check box to replace it.

When you specify the attributes mentioned above, during execution of the action, the action will save the currently open file in the session, which will be saved in the designated file format (PDF, Excel, CSV, Numbers 09) to the chosen file format (PDF, Excel, CSV, Numbers 09) at the specified file path. The file will be saved with the current file name (without the extension) or the optional File name if you have provided one.

If Overwrite file(s) is not selected, the action will throw an exception if there is a file in the File path with the same name as the current file (with appropriate extension) or the same name as the optional File name (with appropriate extension) if specified.