Save and Close Activity

The Save and Close activity manages the state of an Excel file after operations are completed. It enables users to save, close, or perform both actions on an active Excel workbook. This activity ensures data persistence and proper resource management for Excel files within a workflow.

Field	Description	Requirement
Excel name	Specifies the reference name of the Excel file that has been previously opened or created.	Required
Action	Selects the desired operation to perform: `SAVE`, `CLOSE`, or `SAVE_AND_CLOSE`.	Required
Excel file name	Defines the full path and name if saving the Excel file to a new location or with a different name (Save As).	Optional
New password	Sets a password to protect the Excel file upon saving. This applies when creating a new file or using Save As.	Optional

Action Types & Examples

SAVE

Format: string
Example Result: Saves changes to the current instance or a new path if specified.

CLOSE

Format: string
Example Result: Terminals the Excel instance without saving pending changes.

SAVE_AND_CLOSE

Format: string
Example Result: Commits all changes to the file and terminates the background process.

Implementation Examples

Field Setup

Excel name: OrderExport
Action: SAVE
Excel file name: C:\Reports\Daily_Order.xlsx
New password: SecurePass123

Execution Parameters

Excel Reference: OrderExport
Action Performed: File is saved to the designated path and encrypted with the provided password.

Technical Notes

To save an Excel file to a new location or with a different name (Save As), the Excel file name parameter must be provided. If a New password is defined, the resulting file will require this password to be opened in future sessions.