How to import a Spreadsheet into a process

ⓘ  You can add an existing spreadsheet into a process (if standard requirement) or in an live application if specific to an end-user

Importing a Spreadsheet into a process

Let's see how: 

• Go to Resources>Processes 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're done!

Options available when adding a spreadsheet into your process

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