Help Centre › Building Processes
This article describes the RPA Excel functionality to set a workbook property.
For a full list of available functions, please read EXCEL functions.
Description
The Set workbook property function writes a value to a document property on the workbook. These properties are metadata fields embedded in the file, visible in File → Info in Excel. Setting properties is useful for tagging processed files with audit information.
Available properties
| Property | Description |
|---|---|
| Title | The document title |
| Author | The document author / creator |
| Subject | The document subject |
| Keywords | Tags or keywords associated with the document |
| Comments | General comments or description |
| Category | The document category |
| Company | The company name |
| Manager | The manager’s name |
Setting it up
To use the Set workbook property function, follow these instructions:
{{popups:rpas/add:action=excel-set-property}}
Once on a process map:
- Navigate to the process where you would like to add the function
- Click on the green button’s drop-down
- Click on “+ Activity”
- Select the EXCEL Set workbook property option
- Click "Add" once you are done
Input parameters
| Parameter | Required | Type | Default | Description |
|---|---|---|---|---|
| Property | Yes | Select | Title | The workbook property to set |
| Value | Yes | Text | - | The value to set for the property |
Output
This function does not return a value. The property is set on the workbook. Remember to save the workbook for the change to persist.
Tips
- Use this to stamp processed files with metadata – e.g. set Comments to "Processed by RPA on {date}"
- Set Keywords for easy searching in file explorers and document management systems
- Remember to save the workbook after setting properties