Prior to this task:
✔ Experiment must be created.
✔ Worksheet template must be created.
✔ Worksheet must be added to an experiment.
1️⃣ Signals Dashboard ➡ select |
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2️⃣ Experiments ➡ select experiment with worksheet template | |
3️⃣ Experiment Contents pane ➡ select |
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4️⃣ Worksheet section ➡ enter data in predefined fields and table fields |
Supporting Knowledge
Different types of fields may accept different kind of answers:
- Checkbox
- Text – rich text or standard text
- Number – allows conditions to enter number within a certain range
- Integer – allows conditions to enter number within a certain range
- Number w/Unit – allows conditions to enter number within a certain range
- Date/Time – allows conditions to enter date and time within a certain range
- Timestamp – end user can enter the current date/time with a single click
- External Link
- Internal Reference
- List
- Multiselect List
- Attribute List
- Autotext List
A given field type may have conditions requiring users to answer within a range and implement signing options.
If the Worksheet template contains a table, all features supported for individual tables are applicable, such as external actions, downloading to .csv, exporting tab delimited to clipboard, etc.
Notes:
- Copy and Trash options are not supported for the embedded table.
- Tables are searchable, but when embedded in Worksheet templates, the parent Worksheet containing the table—not the table itself—appears as a search result.
- If a Signals entity is printed (that is, exported to PDF) and it contains Worksheets that include embedded tables, these tables are printed in the body of the Worksheet within the PDF. If the Embed documents as attachments checkbox is selected in the Print to PDF or Export to ZIP dialogs, the .csv of the data from the table will be included in the attachments.
- Worksheets will show a warning if the Worksheet definition being used is older than the most recent version defined by the admin. The user can then update the Worksheet to the most recent definition. Note that any data entered into the Worksheet will be lost when the user updates the definition.
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