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Create List from Excel (xlsx)

Audience: Citizen Developer

Skill Prerequisites: Using Form Builder

This action creates a list in the current context from the content of a provided XLSX file. You can find the number of loaded list items in the [ListName>:Count] token.

note

This creates an entity that can be used ONLY in the current context. This does not create a Plant an App Entity.

Typical Use Cases

  • Load values from an Excel file provided by a user in a File Upload form field and then use Execute Actions for each List Entry to run the same actions on each item in the uploaded file.
  • Use in Automation to Load values from an Excel file already on the server and then use Execute Actions for each List Entry to run the same actions on each item in the file.

Don't use it to

  • Take actions on the provided Excel file such as renaming it. Use File Management actions instead.
  • Serialize data to create an Excel file. Use the Serialize to Excel from entity list XLSX action instead.
Action NameDescription
Execute Actions for each List Entry Execute a list of actions on each item in the specified context list. Use this to process the items loaded in the list created.
Extend Object PropertiesExtends a list with new properties.

Input Parameter Reference

The parameters unique to this action are listed below. Review the common parameters for all actions here.

ParameterDescriptionSupports TokensDefaultRequired
File PathPath to the Excel (XLSX) file. If using on a form and one or more Single File Upload fields are available, they will be listed in the dropdown. The file uploaded to that field will be used to create the entity. It's recommended that the field be restricted to XLSX file type only if being used in this way. If not using a File Upload field, use the expressions (EXPR button) option to specify a token representing a RelativeUrl, AbsoluteUrl, LinkClickUrl, or PhysicalPath.Yesempty stringYes
List NameProvide a name for the list being created. This name can be used in the Execute Actions for each List Entry action to reference the items in the list using [ListName:PropertyName] token syntax.Yesempty stringYes
Include All FieldsSelect this option to include all columns in the provided Excel file.NofalseNo
Use first row as column namesUse the first row of the Excel file as column names. If this option is not checked the entity will be assigned 0 based index column names as Field + Index. e.g., Field0, Field1, Field2, etc.NofalseNo
PropertiesMap columns from the Excel file to properties of the entity.YesNone SpecifiedNo
Sheet NameName of the sheet in the Excel file to use.Yesempty stringYes
Start RowSpecify the first row to be included in the entity. If left empty, the entity will be created starting with the first row of the sheet.Yesempty stringNo
End RowSpecify the last row to be included in the entity. If left empty the entity will include the last row.Yesempty stringNo
On ErrorSpecify a list of actions to run on error. Otherwise, an error message is returned which will contain the underlying error if debug mode is on.YesNone SpecifiedNo