Generate Excel workbook action allows you to generate an Excel workbook from a Microsoft Excel template filled with SharePoint list data.
Example of Generate Excel workbook action configuration for single item
For more information about Action Builder read Action Builder introduction article.
For examples, read Generate Excel workbook introduction article.
To configure the action, Generate Excel workbook additional properties should be specified.
Configuration
| Property | Required | Type | Description |
| Template | yes | .xlsx |
- Static path. Upload an Excel template that contains placeholders
- Dynamic path. Specify an expression-based path to template
|
| Data source | yes | Choice | Select available option: 'For single items' or 'For multiple items' |
| List or library | yes | Choice | A list or library from current site |
|
For single item: Item Id |
yes | Integer or string | The ID of the item whose data fills the generated workbook. |
|
For multiple items: Query |
no | String | A valid CAML query string to filter the items in the list/library to generate a file for |
|
For multiple items: View |
no | Choice | Select a view configured on the list/library to filter the items. This can be used instead of a Query or in combination, where it will merge the Query and the View. |
| Target library | yes | Choice | Select the library from the current site to save the file |
| Sub folder | no | String | Library relative URL. Use it to store generated file to a new folder, you can specify it in this property. |
| File name | yes | String | Fixed file name for generated file or dynamically calculated using an expression. |
| Overwrite file | no | Toggle | If enabled, overwrites an existing file with the same name |
Availability
| Modern Forms | List Actions | Scheduled/Triggered Actions |
| - | - | ✓ |
Outputs
| Output Parameter | Type | Description |
| ItemID | Number | Returns the Id of the generated Excel file in the library |
| FileName | String | Returns the file name |
| Url | String | Absolute Url to the file. Starts with 'https://' |
| ServerRelativeUrl | String | Server relative path to the file. Starts with '/' |
| LibraryRelativeUrl | String | Library relative path to the file. Starts with folder name |