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Overview
The quality workflow starts with the creation of an ITP.
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1. Click the plus icon (+) on Project Toolbar to open the 'Create New Document' window.
2. Start typing ITP in the search bar or select it from the correspondence select menu.
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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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When importing to a classic form, use the code for options of select userfields. Using the description will not import correctly. |
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The import process will not be complete until you submit your document. |
Filter a List by its Header Columns
We've enabled column filtering for lists on Modern forms now so that you can filter the list on a form to quickly drill down into the information that matters to you.
Field types that can be filtered
- Text
- Select
- Radio
- Checkbox
- Date
All other field types are excluded from Column filters.