💡 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
|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|
Please sign in to leave a comment.