💡 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:
- 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 an existing spreadsheet from your Toolbox
- You'll be redirected to the spreadsheet, so you can make sure it's what you what
| 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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