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Filling Out Spreadsheet Forms

Spreadsheet Forms appear in workflows like other forms, but they open in a spreadsheet-style full-screen experience. This page explains how to fill cells, save drafts, and submit.

Opening a Spreadsheet Form​

You can access a Spreadsheet Form from:

  • Workflow list — find the workflow containing the form and click to open it
  • Direct link — click the public or internal workflow link
  • Action queue — open a task that requires review or approval
  • Drafts — reopen a saved draft submission

When the form opens, click Open Full View on the launchpad. The spreadsheet opens with the available workflow buttons in the topbar.

Shell Buttons​

The buttons depend on the workflow context.

ModeButtons
Normal submissionCancel, Save as Draft, Submit
Action queueCancel, action button such as Approve or Submit, Save as Draft, Revert One Step, Revert All, and Reject when available
ViewerExport as XLSX, Close
BuilderSave as Draft / Save / Create New Version, Exit

Required Fields​

The topbar shows how many required fields are still missing. If validation fails, OSPROV shows the cell address and label so you know what to fix.

Example:

Cell B3 "Requested Amount" is required. Please fill it in.

Draft saves skip required-field validation, but type validation still applies so invalid data is not saved into the form.

Field Types​

Text Cells​

Text cells accept plain text.

How to use:

  1. Click the cell
  2. Type your text
  3. Press Enter or move to another cell

If a bound text value starts with =, +, or @, OSPROV treats it safely as text during export instead of allowing it to become an Excel formula.

Number Cells​

Number cells accept numeric values.

How to use:

  1. Click the cell
  2. Enter the value without thousands separators when possible
  3. Use values such as 100, -50, or 1234.50

Currency-formatted cells can accept display-style values such as 1,250 or RM 1,250.00, because OSPROV strips currency symbols and separators during validation.

tip

For regular Number fields, use plain numeric input. Comma-separated values may look correct in the browser grid but fail final submission validation.

Date Cells​

Date cells use OSPROV's custom date picker.

How to use:

  1. Double-click the date cell, or select it and type a character key
  2. Choose a date from the picker
  3. The date displays as DD/MM/YYYY

OSPROV stores the canonical value as YYYY-MM-DD.

Dropdown cells use a single-cell dropdown control.

How to use:

  1. Click the dropdown cell
  2. Select one of the configured options
  3. OSPROV stores the selected option in the spreadsheet snapshot and named field data

Dropdown choices are validated on submit. A value outside the configured option list is rejected.

Saving as Draft​

If you need to pause and come back later:

  1. Click Save as Draft in the topbar
  2. Your spreadsheet progress is saved
  3. Reopen the draft when you are ready to continue

Draft saves preserve the full spreadsheet grid, including current sheet data and supported formatting.

Submitting the Form​

  1. Complete all required cells
  2. Review the spreadsheet for missing or incorrect values
  3. Click Submit or the available workflow action button
  4. Wait for validation to run

During submission, OSPROV:

  1. Serializes the full spreadsheet snapshot
  2. Validates required fields unless saving as draft
  3. Validates number, date, and dropdown values
  4. Runs existing uniqueness checks where configured
  5. Stores normalized named field values and the full document snapshot

On success: A confirmation message appears and the workflow continues.

On error: The form stays open and shows the validation message. Read the cell address and label, correct the value, and submit again.

Filling Tips​

For submitters​

  • Use the spreadsheet shell buttons instead of the browser back button
  • Fill required cells before final submission
  • Use the dropdown control for Dropdown cells
  • Use the date picker for Date cells
  • Save as draft if the form is not ready
  • Read validation messages carefully because they include the cell address and field label

For reviewers and approvers​

  • Open Full View before reviewing complex spreadsheet layouts
  • Check calculated values if the form uses formulas
  • Use workflow action buttons such as Approve, Reject, or Revert when available
  • Export as XLSX if an offline spreadsheet copy is needed