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!

Options available when adding a spreadsheet into a live application

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