Changes

Jump to: navigation, search

Excel Parser

2 bytes added, 19:55, 1 May 2020
What and Why
===What and Why===
The Excel Parser feature gives your applicants the ability to complete their budgets using the Microsoft Excel application offline, and then the applicant can upload the completed Excel spreadsheet into your system later. The data contained within the spreadsheet will be used to populate custom fields in your system, or the data can be used to generate multiple activities. This feature may be a better option than using the '''Advanced Data Table''' custom field as this feature is well suited for complex budgets or tables of information with many columns.
 
This article will show you how to: set up Platform3 and an Excel spreadsheet to work with the Excel Parser process so your community can upload spreadsheets to populate their applications and generate activities.
 
You need to have '''Global Administrator''' access to setup or edit the elements used in the Excel Parser process. You also need to have '''Microsoft Excel''' to set up the spreadsheet that users will complete and upload.
Smartstaff, administrator
3,316
edits

Navigation menu