Excel templates - how to get started?

JamesWB · 10-27-2023 08:10 AM

I've examined the Excel template help pages on the Appsheet site and they are unhelpful, as are the Bot menus - it doesn't explain where to put the XLSX sheet or how to load it into the bot.

Does anyone know of a video that explains this? I've searched and can't find one.

thanks

James

Suvrutt_Gurjar

Sorry that I am also unware of any video on the topic. Maybe someone else would know of a video.

However, if you could mention any specific areas you are looking for help, the community could possibly help.

JamesWB

Hi Suvrutt, I am just wanting some basic knowledge -:

- what to put in the .xlxs (presumably this is the same as the CSV, which I can find a video on)

- where to put the template

- how to call it (the Bot menus only seem to refer to a Google Doc location)

thanks

James

JamesWB

This is supposedly the help page, which appears completely devoid of useful help.

https://support.google.com/appsheet/answer/11539957?sjid=10364492576855161969-EU#create-template

Suvrutt_Gurjar

There is an excel template specific help article. Were you able to take a look at it? It explains the excel template creation well

Use Microsoft Excel templates - AppSheet Help

I also quickly created a test bot using Excel template and tested.

The template looks like below

In the bot this Excel template file is included as follows

One needs to upload it with the file ID of the template with DocID='File ID" format once you upload the template in the Google drive , preferably under the app folder called "Content" within the app's root folder. Even though, with file Id , the template will work even if uploaded anywhere in the drive.