Microsoft Office 365 Excel modules

In an Adobe Workfront Fusion scenario, you can automate workflows that use Microsoft 365 Excel, as well as connect it to multiple third-party applications and services.

For instructions on creating a scenario, see the articles under Create scenarios: article index.

For information about modules, see the articles under Modules: article index.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to use the functionality in this article:

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Adobe Workfront package Any
Adobe Workfront license

New: Standard

Or

Current: Work or higher

Adobe Workfront Fusion license**

Current: No Workfront Fusion license requirement.

Or

Legacy: Workfront Fusion for Work Automation and Integration

Product

New:

  • Select or Prime Workfront package: Your organization must purchase Adobe Workfront Fusion.
  • Ultimate Workfront package: Workfront Fusion is included.

Or

Current: Your organization must purchase Adobe Workfront Fusion.

For more detail about the information in this table, see Access requirements in documentation.

For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses.

Prerequisites

To use Microsoft office 365 Excel, you must have a Microsoft account.

Microsoft Office 365 Excel API information

The Microsoft Office 365 Excel connector uses the following:

Base URL
https://graph.microsoft.com/v1.0
API version
v1.0
API tag
v2.0.16

Connecting the Office 365 Excel service to Workfront Fusion

For instructions about connecting your Office 365 Excel account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions

NOTE
Some Microsoft apps use the same connection, which is tied to individual user permissions. Therefore, when creating a connection, the permissions consent screen displays any permissions that were previously granted to this user’s connection, in addition to any new permissions needed for the current application.
For example, if a user has “Read table” permissions granted via the Excel connector and then creates a connection in the Outlook connector to read emails, the permissions consent screen will show both the already granted “Read table” permission and the newly required “Write email” permission.

Microsoft Office 365 Excel modules and their fields

When you configure Microsoft 365 Excel modules, Workfront Fusion displays the fields listed below. Along with these, additional Microsoft 365 Excel fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.

If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another.

Map toggle

Workbook

Download a Workbook

This action module downloads the content of the specified Excel workbook.

Search Workbooks

This action module searches for Excel workbooks.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Download a workbook

Select how you want to identify the workbook for the module to download.

  • By entering an ID manually

    In the Workbook ID field, enter or map the ID of the specific workbook that you want the module to download.

  • By selecting from the path

    In the Workbook field, select the workbook that you want the module to download, including its path if it is not in the root folder.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Folder
Select the folder that you want to search for workbooks.
Filter

You can set a filter to search for only workbooks that meet criteria you select.

For each filter, enter the field you want the filter to evaluate, the operator, and the value that you want the filter to allow. You can use more than one filter by adding AND or OR rules.

Limit
Enter or map the maximum number of worksheets you want the module to return during each scenario execution cycle.

Watch Workbooks

This trigger module starts a scenario when a workbook is created.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Folder
Select the folder that you want to watch for new workbooks.
Filter

You can set a filter to watch for only workbooks that meet criteria you select.

For each filter, enter the field you want the filter to evaluate, the operator, and the value that you want the filter to allow. You can use more than one filter by adding AND or OR rules.

Limit
Enter or map the maximum number of workbooks you want the module to return during each scenario execution cycle.

Worksheet

Add a Worksheet

This action module creates a new worksheet within the selected workbook.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Workbook
Select the workbook where you want to add a worksheet, including the path if the workbook is not in the root directory.
Name
Enter or map a name for the new worksheet.

Add a Worksheet Row

This action module adds a new row to the selected worksheet.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Workbook
Select the workbook that contains the worksheet where you want to add a row, including the path if the workbook is not in the root directory.
Worksheet
Select the worksheet where you want to add a row.
Type of values being entered

Select the type of value to be entered into the worksheet.

  • Formulas

    Excel tries to evaluate the specified expression. The names of functions in a formula are in English. Example: =SUM(A1:A10)

  • Formulas local

    Excel tries to evaluate the specified expression. The function names are in the language of your Excel application. Example: =SUM(A1, 1.5) vs =SUMME(A1; 1,5)

  • Value

    Excel does not evaluate the value.

Row
For each column, enter the value you want the column to have in the new row.

Delete a Worksheet Row

This action module deletes a row from a worksheet.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Workbook
Select the workbook that contains the worksheet that includes the row you want to delete.
Worksheet
Select the worksheet that contains the row you want to delete.
Row ID
Enter or map the ID of the row you want to delete.

List Worksheet Rows

This action module retrieves a list of rows in the specified worksheet.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Workbook
Select the workbook that contains the worksheet that includes the rows you want to list, including the path if the workbook is not in the root directory.
Worksheet
Select the worksheet that contains the rows you want to list.
Limit
Enter or map the maximum number of worksheet rows you want the module to return during each scenario execution cycle.

List Worksheets

This action module retrieves a list of worksheets in the specified workbook.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Workbook
Select the workbook that contains the worksheets that you want the module to list.
Limit
Enter or map the maximum number of worksheets you want the module to return during each scenario execution cycle.

Update a Worksheet Row

This action module updates an existing worksheet row.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Workbook
Select the workbook that contains the worksheet that includes the row you want to update.
Worksheet
Select the worksheet that contains the row you want to update.
Type of values being entered

Select the type of value to be entered into the worksheet.

  • Formulas

    Excel tries to evaluate the specified expression. The names of functions in a formula are in English. Example: =SUM(A1:A10)

  • Formulas local

    Excel tries to evaluate the specified expression. The function names are in the language of your Excel application. Example: =SUM(A1, 1.5) vs =SUMME(A1; 1,5)

  • Value

    Excel does not evaluate the value.

Row ID
Select the number of the row to update.
Row
For each column, enter the value you want the column to have in the new row.

Watch Worksheet Rows

This trigger module starts a scenario when a new row is added to the sheet.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Workbook
Select the workbook that contains the worksheet you want to watch for new rows.
Worksheet
Select the Excel sheet that you want to watch for new rows.
Skip Empty Rows
Enable this option to not return bundles for empty rows in the worksheet.
Limit
Enter or map the maximum number of worksheet rows you want the module to return during each scenario execution cycle.

Table

Add a table

This action module creates a table element within the Excel worksheet.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Workbook
Select the workbook that contains the worksheet where you want to add a table.
Worksheet
Select the worksheet where you want to add a table.
Has headers
Enable this option to define the first row as table headers.
Address
Set the size of the table by indicating the top left and bottom right cells. Example: A1:C10 creates a table with 3 columns and 10 rows.

Add a table row

This action module modifies an existing table.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Workbook
Select the workbook that contains the table where you want to add a row.
Worksheet
Select the worksheet that contains the table where you want to add a row.
Table
Select the table where you want to add a row.
Row
For each column, enter the value you want the column to have in the new row.
Row ID
To add a row in a specific location on the table enter or map a row number. The module inserts the new row after this row.

Delete a table

This action module deletes the specified table from an Excel worksheet.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Delete a table

Select how you want to identify the table that you want to delete.

  • Enter manually

    Enter or map the ID of the workbook that contains the table you want to delete, then enter or map the ID of the worksheet that contains the table.

    In the Table Name field, enter or map the name of the table you want to delete.

  • Select from the list

    Select the workbook and worksheet that contain the table you want to delete, then select the table.

Get a Table

This action module retrieves metadata for the specified table.

Connection

For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.

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Get a table

Select how you want to identify the table that you want to retrieve.

  • Enter manually

    Enter or map the ID of the workbook that contains the table you want to retrieve, then enter or map the ID of the worksheet that contains the table.

    In the Table Name field, enter or map the name of the table you want to retrieve.

  • Select from the list

    Select the workbook and worksheet that contain the table you want to retrieve, then select the table.

List table rows

This search module retrieves a list of all table rows in a workbook.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Workbook
Select the workbook that contains the table that includes the rows you want to list.
Worksheet
Select the worksheet that contains the table that includes the rows you want to list
Table
Select the table that contains the rows you want to list.
Limit
Enter or map the maximum number of table rows you want the module to return during each scenario execution cycle.

List tables

This search module retrieves a list of all table objects.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Workbook
Select the workbook that contains the tables you want to list.
Worksheet
Select the worksheet that contains the tables you want to list
Limit
Enter or map the maximum number of tables you want the module to return during each scenario execution cycle.

Update a table

This action module updates an existing table.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Update a table

Select how you want to identify the table that you want to update.

  • Enter manually

    In the Workbook ID field, enter or map the ID of the workbook that contains the table you want to update.

    In the Table Name field, enter or map the name of the table you want to update.

  • Select from the list

    Select the workbook and worksheet that contain the table you want to update, then select the table.

Name
If you want to rename the table, enter or map a new name for the table.
Show Headers
Enable this option to show the headers of the updated table.
Show totals
Enable this option to show the total values of the table.
Style
Choose a style for the new table.

Watch table rows

This trigger starts a scenario when a new row is added to a table.

NOTE
The table here refers to the embedded table element in the Workbook. Not the entire table (workbook/sheet).

Embedded table

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Workbook
Select the workbook that contains the table you want to watch.
Worksheet
Select the worksheet that contains the table you want to watch.
Table
Select the table you want to watch.
Limit
Enter or map the maximum number of rows you want the module to return during each scenario execution cycle.

Other

Make an API Call

This action module allows you to make a custom API call.

Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
URL
Enter a path relative to https://graph.microsoft.com. Example: /v1.0/me/drive/root/children
Method
Headers

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds the authorization headers for you.

Query String

Add the query for the API call in the form of a standard JSON object.

For example: {"name":"something-urgent"}

Body

Add the body content for the API call in the form of a standard JSON object.

Note:

When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.

Retrieve data

This action retrieves data from the defined worksheet range, and returns a bundle for each row.

Connection
For instructions about connecting your Office 365 account to Workfront Fusion, see Create a connection - Basic instructions.
Workbook
Select the workbook that contains the data you want to retrieve.
Worksheet
Select the worksheet that contains the data you want to retrieve.
Range
Specify the area of the sheet you want to retrieve data from by indicating the top left and bottom right cells. Example: A1:D10
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