Copy Paste

Copies a cell range from one sheet and pastes it into another sheet or another workbook.

Copy Paste copies a block of cells and pastes it somewhere else: into another sheet of the same workbook or into another workbook. You choose whether to paste everything, only the values, only the style or only the formulas. Use it to fill a formatted template with data from an export.

Add the action

In the Process Designer toolbox, open Excel and pick Copy Paste (or type Copy Paste in the search box).

The Copy Paste action properties: Source workbook, Source sheet, Destination workbook, Destination sheet, Range, Keep and Paste starting from

Inputs and outputs

Field	Direction	Type	Required	What to put / what you get
Source workbook	Input	File	Yes	The workbook to copy from.
Source sheet	Input	Text	Yes	The sheet to copy from.
Destination workbook	Input and output	File	Yes	The workbook to paste into. Pick a File variable: after the step it holds the changed workbook.
Destination sheet	Input	Text	Yes	The sheet to paste into.
Range	Input	Text	Yes	The cells to copy, as `A1:D3`.
Keep	Input	Option	Yes	What to paste: All, Values (default), Style or Formulas.
Paste starting from	Input	Text	Yes	The top-left cell of the paste area, for example `B2`. The block keeps its shape.

Example

Source sheet Orders:

	A	B	C	D
1	Product	Qty	Price	Total
2	Pen	2	1.5	=B2*C2 (shows 3)
3	Book	1	12	=B3*C3 (shows 12)

Range A1:D3, the same workbook as destination, Destination sheet Empty (a blank sheet), Paste starting from B2:

Keep	What lands in B2:E4
Values	The texts and numbers; E3 and E4 hold `3` and `12` as plain values, no formulas
All	Values, styles and formulas; E3 holds the formula `B2*C2`
Formulas	Only the formulas (E3 `B2C2`, E4 `B3C3`); the other cells stay empty
Style	Only the formatting; the cells stay empty

Between two different workbooks

Keep	Result
Values, Formulas	Pasted as above.
All, Style	The step fails: "Value error: Style transfer between different workbooks is not available at this time."

Text values can be lost when the destination workbook has no text yet. Pasting Values from another workbook into a workbook made by Create Workbook kept the numbers but replaced every text cell with a broken reference, so the texts are missing when the file is opened. Numbers are not affected. Until this is fixed, check the result with Read Range, or start from a template workbook that already contains text.

Good to know

Formulas are pasted exactly as written; their references are not shifted. In the example, the formula pasted in E3 still says B2*C2, which now points to other cells. Use Values when you want the results, not the formulas.
To copy within one workbook, pass the same file as Source workbook and Destination workbook. Two files with exactly the same content are also treated as one workbook, and the result then gets the source file's name.
When the step fails, the destination variable keeps the original, unchanged workbook.
Existing content in the paste area is overwritten.
Only .xlsx and .xlsm files are accepted.

Read Range, Apply Formula, Insert Sheet