Google Sheet Integration
Creates pre-filled spreadsheets from templates for maintenance requests. Completed spreadsheets are saved as XLSX attachments and posted to the maintenance request's chatter.
How It Works
- Configure spreadsheet templates under Maintenance > Configuration > Google Sheets > Sheet Templates
- On a maintenance request, click Spreadsheet Report in the header
- Select a template from the wizard — the module creates a new spreadsheet from the template
- Placeholders in the template are automatically replaced with request data
- When the spreadsheet is downloaded as XLSX, it is attached to the maintenance request and posted to the chatter
Template Placeholders
| Placeholder | Replaced With |
|---|---|
| Maintenance request name |
| Assigned technician |
| Request creator |
| Equipment name |
| Current date |
Key Views
- Sheet Templates list — Maintenance > Configuration > Google Sheets > Sheet Templates
- Maintenance request form — "Spreadsheet Report" header button
- Template selector wizard — Modal to pick a spreadsheet template