Hi
I am doing a billing project and it is supposed to fill an Invoice in an excel sheet using information from another excel sheet and then saves the updated invoice template file for each customer as a new excel document . i need a help to save a new template file for each customer ? what do i use ?
Use Copy File activity before you start updating the excel file. Name it as per your requirement and then start making changes in the copied file using Excel Process Scope or Workbook activities as per your choice and requirement.
This way, your original template will remain intact.
thank you
can you explained what you have in from and to ?
From would be your template file you want to keep untouched and should be refereed as starting point
To Would be your customer specific file which will be copy of your template and ready to be updated with customer data
you can name it as the invoice number as it would be unique for each file
what you can use is Path.Combine("Thefolder Where to Save",currentRow("Invoice Number").ToString+".xlsx") in the destination or to field
cheers
this doesn’t work. I’m totally lost on this project so I think I’ll just stop and leave it
Hello @Lilja_Gudrun
You could save a simple Excel template for your invoice.
Then name the cells you want to write to, simply by typing a name in the shown location below.
After this, you can use the UiPath Activity “Write Cell Workbook”, to write your value to the desired cell(s).
Regards
Soren
