Microsoft Office 365 Excel modules

Last update: Thu Nov 21 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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User

In an ÃÛ¶¹ÊÓÆµ Workfront Fusion scenario, you can automate workflows that use Microsoft 365 Excel, as well as connect it to multiple third-party applications and services.

If you need instructions on creating a scenario, see Create a scenario in ÃÛ¶¹ÊÓÆµ Workfront Fusion.

For information about modules, see Modules in ÃÛ¶¹ÊÓÆµ Workfront Fusion.

Access requirements

You must have the following access to use the functionality in this article:

ÃÛ¶¹ÊÓÆµ Workfront plan*

Pro or higher

ÃÛ¶¹ÊÓÆµ Workfront license*

Plan, Work

ÃÛ¶¹ÊÓÆµ Workfront Fusion license**

Current license requirement: No Workfront Fusion license requirement.

Legacy license requirement: Workfront Fusion for Work Automation and Integration

Product

Current product requirement: If you have the Select or Prime ÃÛ¶¹ÊÓÆµ Workfront plan, your organization must purchase ÃÛ¶¹ÊÓÆµ Workfront Fusion as well as ÃÛ¶¹ÊÓÆµ Workfront to use functionality described in this article. Workfront Fusion is included in the Ultimate Workfront plan.

Legacy product requirement: Your organization must purchase ÃÛ¶¹ÊÓÆµ Workfront Fusion as well as ÃÛ¶¹ÊÓÆµ Workfront to use functionality described in this article.

To find out what plan, license type, or access you have, contact your Workfront administrator.

For information on ÃÛ¶¹ÊÓÆµ Workfront Fusion licenses, see ÃÛ¶¹ÊÓÆµ Workfront Fusion licenses.

Prerequisites

To use Microsoft office 365 Excel, you must have a Microsoft account.

Microsoft Office 365 Excel API information

The Microsoft Office 365 Excel connector uses the following:

Base URL

https://graph.microsoft.com/v1.0

API version

v1.0

API tag

v2.0.16

Connecting the Office 365 Excel service to Workfront Fusion

For instructions about connecting your Office 365 Excel account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓÆµ Workfront Fusion - Basic instructions

NOTE

Some Microsoft apps use the same connection, which is tied to individual user permissions. Therefore, when creating a connection, the permissions consent screen displays any permissions that were previously granted to this userâ€™s connection, in addition to any new permissions needed for the current application.

For example, if a user has â€œRead tableâ€ permissions granted via the Excel connector and then creates a connection in the Outlook connector to read emails, the permissions consent screen will show both the already granted â€œRead tableâ€ permission and the newly required â€œWrite emailâ€ permission.

Microsoft Office 365 Excel modules and their fields

When you configure Microsoft 365 Excel modules, Workfront Fusion displays the fields listed below. Along with these, additional Microsoft 365 Excel fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.

If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another in ÃÛ¶¹ÊÓÆµ Workfront Fusion.

Workbook
Worksheet
Table
Other

Watch Workbooks

This trigger module starts a scenario when a workbook is created.

Connection

For instructions about connecting your Office 365 account to Workfront Fusion, see Connect the module's app or web service to Workfront Fusion in the article Create a scenario in ÃÛ¶¹ÊÓÆµ Workfront Fusion.

Folder

Select the folder that you want to watch for new workbooks.

Filter

You can set a filter to watch for only workbooks that meet criteria you select.

For each filter, enter the field you want the filter to evaluate, the operator, and the value that you want the filter to allow. You can use more than one filter by adding AND or OR rules.

Limit

Enter or map the maximum number of workbooks you want the module to return during each scenario execution cycle.

Search Workbooks

This action module searches for Excel workbooks.

Connection

Folder

Select the folder that you want to search for workbooks.

Filter

You can set a filter to search for only workbooks that meet criteria you select.

For each filter, enter the field you want the filter to evaluate, the operator, and the value that you want the filter to allow. You can use more than one filter by adding AND or OR rules.

Limit

Enter or map the maximum number of worksheets you want the module to return during each scenario execution cycle.

Download a Workbook

This action module downloads the content of the specified Excel workbook.

Connection

Download a workbook

Select how you want to identify the workbook for the module to download.

By entering an ID manually

In the Workbook ID field, enter or map the ID of the specific workbook that you want the module to download.
By selecting from the path

In the Workbook field, select the workbook that you want the module to download.

Worksheet

Watch Worksheet Rows
List Worksheets
List Worksheet Rows
Add a Worksheet
Add a Worksheet Row
Update a Worksheet Row
Delete a Worksheet Row

Watch Worksheet Rows

This trigger module starts a scenario when a new row is added to the sheet.

Connection

Workbook

Select the workbook that contains the worksheet you want to watch for new rows.

Worksheet

Select the Excel sheet that you want to watch for new rows.

Limit

Enter or map the maximum number of worksheet rows you want the module to return during each scenario execution cycle.

List Worksheets

This action module retrieves a list of worksheets in the specified workbook.

Connection

Workbook

Select the workbook that contains the worksheets that you want the module to list.

Limit

Enter or map the maximum number of worksheets you want the module to return during each scenario execution cycle.

List Worksheet Rows

This action module retrieves a list of rows in the specified worksheet.

Connection

Workbook

Select the workbook that contains the worksheet that includes the rows you want to list.

Worksheet

Select the worksheet that contains the rows you want to list.

Limit

Enter or map the maximum number of worksheet rows you want the module to return during each scenario execution cycle.

Add a Worksheet

This action module creates a new worksheet within the selected workbook.

Connection

Workbook

Select the workbook where you want to add a worksheet.

Name

Enter or map a name for the new worksheet.

Add a Worksheet Row

This action module adds a new row to the selected worksheet.

Connection

Workbook

Select the workbook that contains the worksheet where you want to add a row.

Worksheet

Select the worksheet where you want to add a row.

Type of values being entered

Select the type of value to be entered into the worksheet.

Formulas

Excel tries to evaluate the specified expression. The names of functions in a formula are in English. Example: =SUM(A1:A10)
Formulas local

Excel tries to evaluate the specified expression. The function names are in the language of your Excel application. Example: =SUM(A1, 1.5) vs =SUMME(A1; 1,5)
Value

Excel does not evaluate the value.

Row

For each column, enter the value you want the column to have in the new row.

Update a Worksheet Row

This action module updates an existing worksheet row.

Connection

Workbook

Select the workbook that contains the worksheet that includes the row you want to update.

Worksheet

Select the worksheet that contains the row you want to update.

Type of values being entered

Select the type of value to be entered into the worksheet.

Formulas

Excel tries to evaluate the specified expression. The names of functions in a formula are in English. Example: =SUM(A1:A10)
Formulas local

Excel tries to evaluate the specified expression. The function names are in the language of your Excel application. Example: =SUM(A1, 1.5) vs =SUMME(A1; 1,5)
Value

Excel does not evaluate the value.

Row ID

Select the number of the row to update.

Row

For each column, enter the value you want the column to have in the new row.

Delete a Worksheet Row

This action module deletes a row from a worksheet.

Connection

Workbook

Select the workbook that contains the worksheet that includes the row you want to delete.

Worksheet

Select the worksheet that contains the row you want to delete.

Row ID

Enter or map the ID of the row you want to delete.

Table

Watch table rows
List tables
List table rows
Get a Table
Add a table
Add a table row
Update a table
Delete a table

Watch table rows

This trigger starts a scenario when a new row is added to a table.

NOTE

The table here refers to the embedded table element in the Workbook. Not the entire table (workbook/sheet).

Connection

Workbook

Select the workbook that contains the table you want to watch.

Worksheet

Select the worksheet that contains the table you want to watch.

Table

Select the table you want to watch.

Limit

Enter or map the maximum number of rows you want the module to return during each scenario execution cycle.

List tables

This search module retrieves a list of all table objects.

Connection

Workbook

Select the workbook that contains the tables you want to list.

Worksheet

Select the worksheet that contains the tables you want to list

Limit

Enter or map the maximum number of tables you want the module to return during each scenario execution cycle.

List table rows

This search module retrieves a list of all table rows in a workbook.

Connection

Workbook

Select the workbook that contains the table that includes the rows you want to list.

Worksheet

Select the worksheet that contains the table that includes the rows you want to list

Table

Select the table that contains the rows you want to list.

Limit

Enter or map the maximum number of table rows you want the module to return during each scenario execution cycle.

Get a Table

This action module retrieves metadata for the specified table.

Connection

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Get a table

Select how you want to identify the table that you want to retrieve.

Enter manually

In the Workbook ID field, enter or map the IDÂ of the workbook that contains the table you want to retrieve.

In the Table Name field, enter or map the name of the table you want to retrieve.
Select from the list

Select the workbook and worksheet that contain the table you want to retrieve, then select the table.

Add a table

This action module creates a table element within the Excel worksheet.

Connection

Workbook

Select the workbook that contains the worksheet where you want to add a table.

Worksheet

Select the worksheet where you want to add a table.

Has headers

Enable this option to define the first row as table headers.

Address

Set the size of the table by indicating the top left and bottom right cells. Example: A1:C10 creates a table with 3 columns and 10 rows.

Add a table row

This action module modifies an existing table.

Connection

Workbook

Select the workbook that contains the table where you want to add a row.

Worksheet

Select the worksheet that contains the table where you want to add a row.

Table

Select the table where you want to add a row.

Row

For each column, enter the value you want the column to have in the new row.

Row ID

To add a row in a specific location on the table enter or map a row number. The module inserts the new row after this row.

Update a table

This action module updates an existing table.

Connection

Update a table

Select how you want to identify the table that you want to update.

Enter manually

In the Workbook ID field, enter or map the IDÂ of the workbook that contains the table you want to update.

In the Table Name field, enter or map the name of the table you want to update.
Select from the list

Select the workbook and worksheet that contain the table you want to update, then select the table.

Table

Select the table you want to update.

Name

If you want to rename the table, enter or map a new name for the table.

Show Headers

Enable this option to show the headers of the updated table.

Show totals

Enable this option to show the total values of the table.

Style

Choose a style for the new table.

Delete a table

This action module deletes the specified table from an Excel worksheet.

Connection

Get a table

Select how you want to identify the table that you want to delete.

Enter manually

In the Workbook ID field, enter or map the IDÂ of the workbook that contains the table you want to delete.

In the Table Name field, enter or map the name of the table you want to delete.
Select from the list

Select the workbook and worksheet that contain the table you want to delete, then select the table.

Other

Retrieve data
Make an API Call

Retrieve data

This action retrieves data from the defined worksheet range, and returns a bundle for each row.

Connection

Workbook

Select the workbook that contains the data you want to retrieve.

Worksheet

Select the worksheet that contains the data you want to retrieve.

Range

Specify the area of the sheet you want to retrieve data from by indicating the top left and bottom right cells. Example: A1:D10

Make an API Call

This action module allows you to make a custom API call.

Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods in ÃÛ¶¹ÊÓÆµ Workfront Fusion.

Connection

URL

Enter a path relative to https://graph.microsoft.com. Example: /v1.0/me/drive/root/children

Method

Headers

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds the authorization headers for you.

Query String

Add the query for the API call in the form of a standard JSON object.

For example: {"name":"something-urgent"}

Body

Add the body content for the API call in the form of a standard JSON object.

Note:

When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.

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