Help center
Sign inTry for free

Data and people

Legacy platform

Workflow

In this course, you’ll learn about workflow features in SpreadsheetWEB. Workflow features will help you to automate complex business processes that involve…

Start course
Lessons
7
Level
Advanced
Format
Self-paced
Course contents7 lessons
Course overview
  1. 01Role-based Access to Data and the Control Panel
  2. 02Record Transfer to User
  3. 03Change Record Status
  4. 04Assign to Group
  5. 05Status, User, and Group Assignments When Saving Data
  6. 06Email Notifications in the Workflow
  7. 07Single Record Per User

In this course, you’ll learn about workflow features in SpreadsheetWEB. Workflow features will help you to automate complex business processes that involve multiple users and groups with automated messages generated through a configurable set of rules.

Requirements

  • A SpreadsheetWeb Control Panel account. You can signup for a trial account here.

Course curriculum

What you’ll learn

  1. 01
    Role-based Access to Data and the Control PanelNamed 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…
  2. 02
    Record Transfer to UserThe Transfer to User is option displayed on the Status menu, which can be accessed by clicking the status name of a record on the Data page.
  3. 03
    Change Record StatusThis video demonstrates how to change record status in the workflow of a SpreadsheetWEB application to allow for collaboration.
  4. 04
    Assign to GroupThis video demonstrates how to use the Assign to Group feature to assign a saved record to a group in SpreadsheetWEB applications.
  5. 05
    Status, User, and Group Assignments When Saving DataStatuses, users, and groups play an important role in SpreadsheetWEB’s workflow features. Using these options, you can track where in the pipeline a record…
  6. 06
    Email Notifications in the WorkflowIn SpreadsheetWEB, there are mainly two ways you can send automated email notifications: through Action buttons in a designer application, and from the Data…
  7. 07
    Single Record Per UserThe 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…