I have this unattended automation that uses Refresh Excel Data Connections activity to refresh the sources. When I created it, I logged into the Excel file on the VM and used tech account credentials to log in to the source - SharePoint list.
It worked fine for some time, but then the client reached out that the file isn’t refreshing. In the end, I discovered that the Excel file needed to reconnect to source using credentials again. I logged in and it worked. After a few weeks, there it is again, the same problem.
Has anybody faced this issue and figured out a solution?
Do I have to ditch the refresh data activity and automate the process to open the Excel window, and if the login popup window appears, then the robot should log in to the source?
what is the Expire after a period for the token that you are using for SharePoint connection?
Also can you try * Open the Excel file manually, log in, and check “Remember my credentials”. then Save and close the file.
If this doesn’t work then try creating a powershell script to refresh the data connection.
The last option is automate the process to open the Excel window, and if the login popup window appears, then the robot should log in to the source.
If there are any visual indicators showing when login is required, you could use a Check App State activity to check for the login form.
If the form exists then get credentials from Orchestrator using Get Credential activity, and build a login sequence.
Try to automate the login popup with UiAutomation to handle credential re-entry during excel data refresh andalso use credentials activities to manage credentials securely.
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If helpful, mark as solution. Happy automation with UiPath
Thanks for the answer. Do you know if the Powershell script will work if MFA is enbled?
The problem is that my company wants to enable MFA (and make them passwordless) on all tech accounts, so we are exploring all options that wouldn’t need MFA actions (like entering a code or answering calls) to be taken.
