Workbooks can function as a module within other Apps, and soon, they will also
be available for standalone use. We’re close to launching Standalone
Workbooks, offering more flexibility and options.
Learn more about the
upcoming features and capabilities.
Workbooks are analogous to a database, and like a database, they are configured
with a type-strict schema. A Workbook replaces the spreadsheet template you may
share with your users today when requesting data during the data collection
phase of customer onboarding or other file-based data exchange processes. Unlike
a spreadsheet, it’s designed to allow your team and users to validate, correct,
and import data with real-time feedback.With Workbooks, you can:
Accept data from many file types beyond CSVs. (And you can write your own
file extractors if you can’t find a plugin.)
Automatically apply any validation rules a developer has previously defined.
Provide end users the ability to add, remove, review, filter, and correct any
data imported into a Workbook.
Define, in code, at least one primary Action that submits the reviewed data
to a destination API, database, or workflow step of your choosing.
Workbooks and Sheets can also contain Actions. Actions are developer-defined
operations or macros invoked by end users on selected data like Submit to API,
Download as PDF.Learn more about Actions
trackChanges: true: Disables actions on Sheet and Workbook when there is a
commit that has not been completed (often when Hooks are running)noMappingRedirect: true: When the user drags a file into a Sheet in this
Workbook, usually the user is redirected to the Mapping step. This setting
prevents that redirect. This is especially useful when you are using the
automap plugin.Learn more about Blueprint
To have a workbook appear first in the sidebar, give it the label pinned (it
will even have a pin icon!). You can also add other custom labels to your
workbooks as needed.
With Workbooks, you can:
