A step to fill in a Light- spreadsheet can be added to your checklists. Whether in a process (standard requirement) or in a live application (specific to an end-user). Read on to discover how to do so.
There are 2 ways of creating a spreadsheet
From the Toolbox for reusable spreadsheet
In a Process or application for a unique spreadsheet
Option 1. Creating a reusable spreadsheet - Saved in the Toolbox
A Reusable spreadsheet is saved in your toolbox and can be used in another process.
Click on 'New Spreadsheet and name your future spreadsheet
Build your spreadsheet from the builder
Option 2. Creating a unique spreadsheet - Available in a process
A unique spreadsheet is created and available only in a specific process, you create it on the go while mapping out your process.
Go to 'Resources>Processes' to select one of your Processes
Click on 'Add New Steps' and select the spreadsheet module
Name your spreadsheet, you'll land on the spreadsheet builder
Build your spreadsheet
Spreadsheet Menu Options
The top Menu bar includes the following options:
Undo | Redo | Fonts | Font Size | Align | Bold | Colors | Merge | Column titles & Options |
On the spreadsheet itself, a right-click will allow you to remove/add rows or columns.
Columns title & format
Click on the little gear icon to define column titles, options, and format. Here is a list of column types you could create.
Columns with just text
Columns with dropdown options to pick from
Columns with Images (You can add image URLs to show the picture added)
Columns with a numeric value & a Mask
Eg. Add $ #.##,00 in a column to change the input to $10.00,00 when filled out.
ⓘ A column format applies to the entire column
Data source
Please refer to this article to understand how to use spreadsheets as data sources