How to import a Spreadsheet into a live application

A step to fill in a 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

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

Let's see how: 

• Go to Applications and select the one you need
• Click on the Add New steps blue button 
• Select Sheet to fill in
• Name your step and select and existing spreadsheet from your Toolbox
• ✅  You're done!