Steps
1
Step 1
Sign in to the YiDA Workbench.
2
Step 2
Click Create App in the upper-right corner, and then click Create App from Excel in the dialog box that appears.
3
Step 3
On the Create App from Excel page, select an Excel file.
You can either select from Excel templates or upload from local to add the Excel file.
4
Step 4
In the field settings step, configure the form fields based on the following information, and then click Next.
1
In the workflow design step, choose whether to turn on the approval process
- If new data requires approval, turn on the process and complete the flowchart design. For details about the workflow design step, see workflow design.
- For apps created from Excel, up to three approvers can be added in the workflow design.
2
In the app settings step, configure the app name and permissions, and then click Create App to complete the creation