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Overview
The quality workflow starts with the creation of an ITP.
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6. To add ITP tasks you have the choice to either add each row individually by clicking 'Add Row' or importing the tasks from the clipboard using an excel spreadsheet with columns titled to match the ITP requirements.
7. Once you have added all the ITP tasks, click Submit to issue the document.
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Task fields may be adjusted to support your workflow. |
lmport form Clipboard
1. Prepare your excel spreadsheet using the titles shown in the ITP Task bar as the titles for your columns.
2. Copy the data including headings to the clipboard by highlighting and clicking copy on the excel task bar.
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The number of columns in the spreadsheet must match the number of columns in the ITP task bar. |
3. Go to your ITP and click Import from clipboard.
4. The data copied to the clipboard will be added to your ITP.
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Import from Excel to a List
We've improved and simplified the way you import data from excel into a List on modern forms.
Now you can simply click on the Import from Excel button in your list control, download the template and browse and attach that file to import data into excel.
You can also append or overwrite data on the list using the Import function.
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The import process will not be complete until you submit your document. |
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