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Save Sheet as PDF Activity

The Save Sheet as PDF activity enables users to convert and save specific sheets or an entire Excel workbook as a PDF file. This activity streamlines document generation by automating the export of tabular data into a universally accessible format.

Field Description Requirement
Excel name Specifies the reference name of the Excel file that has been previously opened or created. Required
Pdf name Defines the full path and file name for the output PDF document. Required
Sheet name Provides the name of the specific sheet within the Excel file to be saved as PDF. If left blank, the first sheet is processed by default. Optional
All sheets Select this field to save all worksheets within the Excel file as a single PDF document. Optional

Action Types & Examples

Excel name

  • Format: string (variable reference)
  • Example Result: ${newExcel}

Pdf name

  • Format: string (file path)
  • Example Result: C:\RobustanewExcel_to_PDF.pdf

Sheet name

  • Format: string
  • Example Result: Sheet1

All sheets

  • Format: boolean
  • Example Result: true

Implementation Examples

Field Setup - Excel name: ${newExcel} - Pdf name: C:\RobustanewExcel_to_PDF.pdf - Sheet name: Sheet1 - All sheets: false

Execution Parameters - excelInstance: myExcelApp - outputDirectory: C:\Reports\ - reportName: MonthlySales.pdf

Technical Notes

Ensure the specified Excel file is open and accessible before executing this activity. File paths for the PDF output must be valid and include write permissions. If 'All sheets' is selected, the entire workbook will be saved as a single PDF document, potentially increasing processing time for large files.