Excel: Create a Spreadsheet from a Data Table

Use this action to generate an XLSX or CSV file from a Workflow Automation data table.

Use case

This action is useful when information within a data table needs to be shared externally, commonly as an email attachment.

How to configure this action

Fields for this action

• Data table

  • Select a table from a list of all tables available on your team. The list only includes tables you have permission to view.
    • You can also reference a table stored in a field. Change the left hand drop-down to Use table via field then select from any field that is part of the process. Learn more.
    • If necessary, you can enter the Table ID directly. Change the left hand drop-down to Use table by ID then enter the ID manually. Learn more.

• File name

  • Enter a name and file extension of the new file. The format of the output file will depend on the file extension used. .xlsx, .xls, .xlsm, .csv are all supported formats.
    • For example, enter last-month-orders.xlsx to produce an XLSX file).
  • Unknown file formats will produce a fix task. If left blank the file will be named {{output-field-name}}.xlsx

• Output field name

  • The name of the field in which the result should be saved.

What will this output?

This action outputs a new Excel file with all data from the selected data table. The name of the output field for this action will be the Output field name defined during configuration.

Output fields for this action

• Output field name

  • This field will store the newly generated spreadsheet file.