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How to import an existing Spreadsheet into a checklist
How to import an existing Spreadsheet into a checklist
Updated over a month ago

💡 A step to fill in a Spreadsheet can be added to your checklists. Whether in a process (standard requirement captured before launching your flow) or in a live application (once the flow has started with a specific end-user).

Importing a reusable spreadsheet from the toolbox

If you choose Option 1 you'll be able to import an existing spreadsheet into any of your applications.

Let's see how:

  1. Go to Applications and select the one you need

  2. Click on the Add New steps blue button

  3. Select Sheet to fill in

  4. Name your step and select an existing spreadsheet from your Toolbox

  5. You'll be redirected to the spreadsheet, so you can make sure it's what you what

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Field Name

Description

Name

The name of the spreadsheet will allow people to understand what needs to be done (Eg. Please fill out this client info sheet)

Spreadsheet

This is the actual spreadsheet module (or table) that you can import from the Toolbox or create on the go

Instructions

This is a text that will show on top of the spreadsheet

Tooltip

This is a text that will show when end-users mouse over the related step (being to complete a spreadsheet) while on the checklist

Approval

This is about which status you want to show once the step is completed (Pending review or approved) knowing that an approved spreadsheet cannot be edited by end-users anymore

Required

Whether this step is mandatory or optional

Visible to end-user

Is this a spreadsheet that end-users need to fill out? Otherwise you can hide it so that only team members will be able to fill it out

Dropdown options

Select where in your checklist you want to add this spreadsheet

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