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Topic Title: Excel file not updating on Sharepoint
Topic Summary: Saving file doesn't change data on Sharepoint
Created On: 02/13/2018 01:39 PM
Status: Read Only
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 02/13/2018 01:39 PM
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JacobNielsen
Journeyman (50-99)

Posts: 84
Joined: 10/02/2015

We have an Excel file (.xlsm) that our employees can open and add data to. When they save the file upon exiting, the Sharepoint is updated with the new data.

We're trying to automate the process for clearing out the data each week, but running into a problem with the data updating on Sharepoint.

We built a task to copy over a blank Excel file and overwrite the existing file, which it's doing. When we open the file, all the cells are cleared out. However, the data on Sharepoint isn't getting updated. We've tried opening the workbook and then closing it, saving on exit. Still doesn't clear out the old data.

One thing we noticed is that when we manually open the file, it's asking about enabling macros. When it's opened with Automate, it doesn't say anything about enabling macros. Would that have anything to do with why the data isn't updating? Is there anything else we might want to look at to get the data to update the way it does when doing things manually?

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 02/14/2018 01:52 PM
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Alex Escalante
HelpSystems

Posts: 871
Joined: 02/26/2014

Hello Jacob,

It may be unrelated as the sharepoint actions are different from the excel actions, but it is best to run the macro just in case. In version 10, there is a "run macro" action that you can use to accomplish your goals. You can view how to use it (including example at the bottom of the page) from this link:

http://www.networkautomation.c...Excel_-_Run_macro.htm

If you run the task in task editor mode, do(es) the sharepoint step(s) error out at any point?

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Alex Escalante | Support Analyst
AutoMate | Division of HelpSystems
HelpSystems, LLC | T: +1.213.738.1700 | F: +1.213.738.7665
 02/20/2018 06:51 AM
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JacobNielsen
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Posts: 84
Joined: 10/02/2015

After doing some digging, we can't find a macro name. Apparently it's VBA code inside the workbook and not a recorded, defined macro. So trying to use the Run Macro action won't work.

No, it doesn't generate an error running it from inside the task. It's not even really generating an error; we just can't get the data on the Sharepoint to update after we close the file.

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 02/21/2018 06:36 AM
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JacobNielsen
Journeyman (50-99)

Posts: 84
Joined: 10/02/2015

We figured out what's happening - and it's not an issue within Automate. Files were just getting crossed up and not saving to the correct location.

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 02/22/2018 10:28 AM
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Ricardo Castaneda
HelpSystems

Posts: 3424
Joined: 01/11/2008

Hello,

We appreciate the update.

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Ricardo Castaneda | Principal Support Analyst
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