Template to feed a sheet

Silvia Rangel

We have a sheet used to track jobs status, at any given time we are entering jobs in batches of 20-30 copy/pasting from an excel spreadsheet. Would a template work better for batch submission?

Thanks!

Andrée Starå

Hi Silvia,

There are a few different ways to structure a solution. Here are a few options.

• A master sheet where you add the jobs and then a Workflow that copies/move the rows to the main sheet
• Same as above, but you'd copy/move them manually after all jobs in the batch is added.

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Silvia Rangel

@Andrée Starå Thanks!

Would the sheet where we'd be entering the jobs to be moved to the main master sheet be setup as a regular sheet or as a template, where we can have preloaded information?

thanks!

Silvia Rangel

@Andrée Starå Following up on this. If we are having an outside party submitting this information; we need to give this party access to the "template" but do they require a license to enter said info?

Andrée Starå

@Silvia Rangel

I'd recommend using a regular sheet and maybe use a form for the outside party to submit information. if they need to create a new sheet from a template they would need to have a license.

Make sense?