Excel Online Triggers
Use Excel Online events to set a trigger for workflow execution. To create an event for Excel Online, complete the following steps:
1. Place the pointer on the start icon , and then click or double-click . A list of triggers appears.
2. Select Excel Online. In the trigger configuration window, do one of the following:
If a trigger is already created, select an existing trigger, and then click SAVE.
To create a new trigger, click Create a new event for Excel Online, and then proceed with the following steps.
3. Edit the Trigger Label, if needed.
4. To add an Excel Online connector type, refer to Supported Excel Online Connector Types.
If you previously added a connector type, select the appropriate Connector Type, and under Connector Name, select the connector.
5. Click TEST to validate the connector.
6. In the Select Trigger list, select an event, and perform its respective task:
Event
Task
New Row in Sheet—A new row is added to the specified sheet.
a. In the Folder Name list, select or specify name of the folder for which you want to set the trigger.
b. In the Workbook ID list, select or specify the ID of the workbook for which you want to set the trigger.
c. In the Sheet Name list, select or specify the name of the sheet for which you want to set the trigger.
New Sheet—A new sheet is created in the specified workbook of a specific folder.
a. In the Folder Name list, select or specify name of the folder for which you want to set the trigger.
b. In the Workbook ID list, select or specify the ID of the workbook for which you want to set the trigger.
New Row in Table—A new row is added to the specified table.
a. In the Folder Name list, select or specify name of the folder for which you want to set the trigger.
b. In the Workbook ID list, select or specify the ID of the workbook for which you want to set the trigger.
c. In the Sheet Name list, select or specify the name of the sheet for which you want to set the trigger.
d. In the Table ID list, select or specify the ID of the table for which you want to set the trigger.
7. Under the Custom Filters section, click ADD, and then do the following:
a. Map the appropriate fields from the Trigger Data section to the Input field.
b. Select an appropriate value in the Condition list.
c. Set a value in the Expected field.
Click Add to add multiple custom filters. Click to delete any custom filter that you added.
For more information on custom filters, refer to Adding Custom Filters.
8. Click SAVE.
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