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  • Getting Started
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    • Adding User
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    • Create Process
    • Form
      • Designing Form
    • Workflow
      • Configuring Workflow Elements
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  • Master Data
    • Create Master
    • Edit Master
    • Access Master Data in Process
  • Kanban
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    • Create Columns
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    • Define Card Title and Access
    • How to use Board?
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  • Adding Manually
  • Importing from Excel

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  1. Master Data

Edit Master

You can enter the table data manually or import from an Excel file.

PreviousCreate MasterNextAccess Master Data in Process

Last updated 4 years ago

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Adding Manually

  1. Click Add

  2. Enter the values by clicking into each cell.

  3. Click Save

Importing from Excel

You can use the Import feature for adding large number of rows into the Master Data. This saves time and prevents manual error.

  1. Click import button.

  2. Choose the .xlsx file to import data from and click Open.

  3. The values from the Excel will be appended or updated based on the primary key.

To make it easier, download the Master data into an Excel sheet ,make changes in Excel and Import it to the Master Data.