Skip to main content
All CollectionsOnboarding Steps: Forms, eSignatures...SpreadSheets
How to create & add a Spreadsheet to your checklist
How to create & add a Spreadsheet to your checklist
Updated over a month ago

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

  1. From the Toolbox for reusable spreadsheet

  2. In a Process or application for a unique spreadsheet

Capture_d_e_cran_2021-04-01_a__21.32.45.png

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.

  • 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:

Capture_d_e_cran_2021-04-01_a__22.03.23.png

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.

Capture_d_e_cran_2021-04-01_a__22.11.44.png

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

2021-04-01_22.29.05.gif

Data source

Please refer to this article to understand how to use spreadsheets as data sources

Did this answer your question?