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Integrate Excel and Outlook SDK Based Automations To A Single Project

In this tutorial, you will customize the Excel and Outlook SDK based projects, so that they can be integrated together as a single business process.

Overview

🎓 beginner 20 min. SAP Build Process AutomationBeginnerSAP Business Technology PlatformFree Tier

You will learn

  • โœ”How one automation in a project can be embedded into another automation project
  • โœ”How one automation can call another automation,
  • โœ”How to pass values from one automation to another
  • โœ”How you can build an integrated business process using SAP Build Process Automation

Prerequisites

Steps

Intro

SAP Build Process Automation has native integration to several Microsoft Office products including Outlook, Excel SDK. In this tutorial, you will integrate the automations to a single business process. Create a new automation that includes both the Outlook and Excel automations. Use a combination of environment variables and input/output variables to pass information across the project and in this way, processing will be dynamic and can work for any email or Excel file.


Step 1 Customize Outlook automation
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  1. In your Outlook Sample project, add baseFolderPath as an environment variable.

    Create Base Folder as Environment Variable
    Create Base Folder as Environment Variable

  2. Use this new path in Save All Mail Attachments.

    Use the environment variable in Save Mail Attachments
    Use the environment variable in Save Mail Attachments

  3. To reuse this automation, release the Editable project. You can do so in two ways.

    • Either you can do so from Lobby by choosing (…)
    • From within the project you can do so by clicking the button Release

    Release Automation Project from SPA Lobby
    Release Automation Project from SPA Lobby

  4. Another way to release the project.

    Release Project from within Automation Project
    Release Project from within Automation Project

  5. At release time, it will ask you to specify a version number, you can accept the default suggestion.

    Release Project Dialog
    Release Project Dialog

  6. Notice the name change from Editable to (version number) Released.

    Change in Release status
    Change in Release status

Step 2 Customize Excel automation
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Step 3 Create an integrated automation project
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Step 4 Learn Microsoft Office Best Practices (Optional)
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Resources

Discussion

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Steps
Step 1 of 4
1. Customize Outlook automation 2. Customize Excel automation 3. Create an integrated automation project 4. Learn Microsoft Office Best Practices (Optional)

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