Using the Open action

Use the Open acción to open a specific workbook from a Microsoft 365 Excel file. Ensure that you insert this acción at the start of your automation sequence.

Procedimiento

Double-click or drag the Open acción.
Enter the user session name in the Microsoft 365 user session field.
Provide the username entering an unencrypted value or click the Insert value icon and select an existing variable.
Enter the session name in the Microsoft 365 Excel session field.
Use this same session name in subsequent acciones to associate them with this workbook.
Use the File Path to select one of the following options:
- File name including Path
  Use this option if you know the name of the Microsoft 365 Excel file and the filepath. For example, to perform this acción on a file named SalesReport.xlsx, located in the Accounts folder of your OneDrive, enter Documents/OneDrive/Accounts/SalesReport.xlsx.
  Nota: Ensure that the Microsoft Excel file is placed in the My Files folder in OneDrive.
- Select existing file variable
  Use this option if you want to select an existing variable from the drop-down menu. Optionally, click the Create variable icon if there is no variable available.
Opcional: If you want to open a specific worksheet, select the Specific sheet name check box and enter the name of the worksheet.
If you have stored the name of the worksheet as a variable, click the Insert a value icon to select the variable.
Opcional: Select the Sheet contains header check box if the sheet contains a header row.
Click Save.

Automation 360

Using the Open action