ⓘ 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
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