Save or download existing Excel from Software

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Posted on by velocette350

PAD Flow:

Save or download existing Excel file that is generated by a Desktop local software.

The flow does:

1. Open corporate software + login
2. Clicks on several button and menu to generate a specific report
3. Generates an excel report file

My problem:
1. can't manage to save or copy the content of the excel
> since its generated by the software and not from me I have no control or reference of it

2. My ideal would be copy the content on to another file I have
3. Or alternatively save locally and copy content

Any ideas?

Thanks!

Paul

Categories:

Power Automate Desktop

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AS-06081019-0 1,738 Super User 2024 Season 1 on at

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@velocette350 Let it download it in downloads folder. Then move it your desired folder using files/folder actions in PAD.
velocette350 21 on at

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Thanks for the reply.
Yes, I have tried that or at least that is the idea.

But, I can not do it.. because if the name of the Excel is different every time.
Every time I execute the report, it generates a different excel with a different name each time.
name_01.xlsx
name_02.xlsx
and I dont know what the name will be either.
So, I cant automate the process.

My flow goes through all the buttons and clicks
to try and download the file to a downloads folder or even desktop if necessary

and then when I run it for the next report
it does not recognize the UI element since its a different name

Thanks
AS-06081019-0 1,738 Super User 2024 Season 1 on at

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However, what you know is. It will always be a '.xlsx. file and the most recent one.
velocette350 21 on at

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Sure, I think as an active excel file and save it before closing.
But my actions are not able to recognize the name of the element.
I tried save excel and close and save as actions.
AS-06081019-0 1,738 Super User 2024 Season 1 on at

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use sendkeys ctrl+s and then give whatever name you desire and sendkeys return to save it
velocette350 21 on at

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Hi, its still asking for a specific name of the window

I am not able to close the excel file or even close Excel!
very strange.
tried adding the image of the UI element of the X to close or the
several steps of File close exit
or using the shortcuts
altAE

I need to continue....
so what I am doing is finding it saved it in the drives temp folder
and copying the file to a different folder so as to be able to
retrieve the content of it....