EXCEL Set workbook property function

The EXCEL Set workbook property function in RPA.

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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

PropertyDescription
TitleThe document title
AuthorThe document author / creator
SubjectThe document subject
KeywordsTags or keywords associated with the document
CommentsGeneral comments or description
CategoryThe document category
CompanyThe company name
ManagerThe 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:

  1. Navigate to the process where you would like to add the function
  2. Click on the green button’s drop-down
  3. Click on “+ Activity”
  4. Select the EXCEL Set workbook property option
  5. Click "Add" once you are done

Input parameters

ParameterRequiredTypeDefaultDescription
PropertyYesSelectTitleThe workbook property to set
ValueYesText-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

Related functions

See it working on your own data

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