By connecting Collavate template to a google spreadsheet, you can automatically log your data when a domain user submits a process with a connected template. This document will use the Employee Loan Sample template as an illustrative example.
Create a sample ledger sheet
Create a template or go to a edit screen of existing template.
In a process tab, click Add result to Sheet.
Click Copy Sample.
A sample ledger sheet opens in a new tap, and you can see ledger setting items in Collavate console.
Connect a Domain Shared Template to a Sample Ledger
In a sample ledger sheet above, you can see three sheets are generated:
CV-Process-Log is a sheet where the records in a connected template are logged.
Company Report Ledger(Auto-fill) is where short report ledger is displayed with records of CV-Process_Log
Charts(Auto fill) is a sheet where chart(s) of records in a ledger is displayed.
Now let’s go back to the Collavate console. You can see the variables to keep record of on the left side of the arrow. On the right side, you can see the pre-designated columns where items left will automatically be filled at.
Click + to add more items to a ledger. You can also edit the default value. For example, by selecting Cell in Process → Date Requested cell(C8) → Designate Column A, the load requested date will be automatically recorded in column A every time domain users use this template and start process.
Run Test and Save
After entering all cell information, you can run a test to see if it works as expected. Then click Save Template.