Record eForm submissions results into an Excel document in SharePoint list/library

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Cindy Xiong

• May 03, 2018 16:17

Hello, 

I'm wondering if it is possible at the end of a workflow process for the eForm submission details (data variables) to be automatically inserted into a master Excel document saved in a SharePoint list or library? I've looked into using the Excel read and write activities but haven't come across any documentation that can tell me whether this is even possible. 

Thanks in advance. 

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  Cindy Xiong

  • May 03, 2018 22:03

  Thanks for the Excel Write (Document) Activity documentation link. Unfortunately, the documentation isn't helpful. While AP provides instructions on how to configure the activity, AP provides very little context information outside the configuration procedure. Thanks, anyway.

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  Scott Bennett

  • May 03, 2018 22:05

  I think I was looking into this and would like to know what a design Time template looks like vs. a Runtime Template looks like and how they work together for the finished product.

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  Cindy Xiong

  • May 03, 2018 22:23

  I'm with Scott, I'd like to know more about the difference between a Design and Runtime Template, besides that one is used in a dev enviroment and the other in a production environment. The screenshots that are provided in the Excel Write (SharePoint Activity don't explain why they selected two different Excel documents for the Design and Runtime file paths or why the template file names on the "Write Excel Documentation Configuration" screen shows completely different Excel documents. It's difficult to put together the activity building process - probably why I'm having issues loading the Excel fields. I don't think I can use the same Excel template in Design or Runtime. 

  What I'd like to do is have one master Excel spreadsheet that AP will load every eForm submission variables into, rather than individual Excel documents. My client would like to have one spreadsheet where they can track all eForm submission, versus having to open individual documents to review the submission details. I've started looking for an alternative to the Excel activity...maybe I can create a SharePoint list and update that list every time there's an eForm submission - then export the list (when I need to) to Excel. 

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