Single Record Per User

The Single Record Per User feature allows each system user with the correct access type to login with their accounts, and access their data from when they last saved it. This can be especially useful for when you want to create a membership-based application where...

Email Notifications in the Workflow

In SpreadsheetWEB, there are mainly two ways you can send automated email notifications: through Action buttons in a designer application, and from the Data page, based on the records saved under an application. The first one entails creating an email process in the...

Status, User, and Group Assignments When Saving Data

Statuses, users, and groups play an important role in SpreadsheetWEB’s workflow features. Using these options, you can track where in the pipeline a record is, who is working on it, and restrict access to certain applications or data. You can do these transitions...

Assign to Group

Groups in SpreadsheetWEB allow restricting users to access the applications and data shared with the same group as they are assigned to. You can also create a hierarchy that matches your workflow structure. The Assign to Group option is displayed on the Status menu,...

Change Record Status

Record Statuses are an integral part of Spreadsheetweb’s workflow features. With this, your users can switch the status of a record in the system for review and approval, or other similar purposes. Record Status options are visible to any user who can access a...

Record Transfer to User

The Transfer to User is option displayed on the Record Status menu, which can be accessed by clicking the status name of a record on the Data page. This approach can bypass the limits imposed by other features like groups or user roles. As soon as a record is assigned...

Role-based Access to Data and the Control Panel

Named users in SpreadsheetWEB must be assigned a user role during account creation. The role type you select for a user determines which parts of your SpreadsheetWEB account, as well as the data from web applications that user can access. SpreadsheetWEB user...