Skip to content

Request for feedback : spreadsheet template #81

@buseca

Description

@buseca

User flow

We can create a URL that automatically adds the template to the user drive, and open it.
The URL is: https://docs.google.com/spreadsheets/d/1b9Hi7vbfJ_FL5hFxN1UPfdvAHCpZ_oq9MRYWtg_fs2I/template/preview

1st Sheet : Relist info

The users land on the 1st sheet that contains the optional fields and the instructions in 2 steps:

  1. Add your sheet
  2. Complete the "setup" sheet.

In the instructions, we provide links to 2 video tutorials and a link to a written documentation (TBD)

For the sheet with the data, we suggest the users to rename it in "My data".

Image


2nd Sheet : Relist setup

The setup sheet provides 48 properties by default.
All of them are set to type = title by default.

Image

Metadata

Metadata

Assignees

Labels

integrationconnectors and data related

Projects

Status

Done

Milestone

Relationships

None yet

Development

No branches or pull requests

Issue actions