For Administrators only.
Prior to this task:
✔ Worksheet template must be created.
✔ Table template must be created.
*Required.
1️⃣ Signals Configuration ➡ select |
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2️⃣ Worksheet Templates ➡ select Worksheet template |
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3️⃣ Worksheet template Editor ➡ select |
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4️⃣ Insert Form Field window ➡ type/select
5️⃣ Insert Form Field window ➡ select |
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6️⃣ Worksheet template editor ➡ select |
Supporting Knowledge
After embedding a table in a Worksheet template, any changes the admin makes to the table are not reflected in the Worksheet. The admin must add the edited table to the Worksheet template to access the latest version.
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" tickbox 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 of the PDF.
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