In this example, consider a scenario where monthly financial report must be secured before it is shared with the extended team members. You want your automation to apply the required sensitivity label to the Excel workbook immediately after opening it, using the label GUID stored in Credential Vault.

The automation uses a previously opened Excel session to target the correct workbook.
Review the following considerations:
  • The sensitivity label GUID is available. For example, the GUID is available as a credential attribute in the Credential Vault.
  • The Excel workbook was opened earlier using the Open action.

    In this example, the same session will be reused.

Procedimento

  1. Use the Open action to specify a session name.
    For example: FinanceSession.
  2. In the Sensitivity label field, click the Credential tab and then click Choose.
  3. From Credential Vault, select the credential that stores the label GUID.
    For example, Lbl_Confidential_GUID.
  4. In the Session name field, choose Session name and enter the session name that you have used to open the Excel workbook.
    In this example, it will be FinanceSession.
  5. Click Save.
    The specified sensitivity label (identified by the GUID) is applied to the currently open Excel workbook within the given session. The workbook now enforces the security settings and permissions defined by your organization’s label policy.
    Nota: If you want to change the new or any existing sensitivity labels, use Set Sensitivity action. See action Definir rótulo de sensibilidade