To use edit mode in a workflow spreadsheet
When you switch from view mode to edit mode, you can make changes to the workflow spreadsheet. You click the icons on the toolbar to add and delete stages and tasks and access other options. The following table describes the toolbar.
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Add Task Row. Adds a row for a workflow or people task to the spreadsheet. To add the new row after an existing row, select that row then click this icon. Operações de Marketing renumbers any subsequent tasks.
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Add Approval Row. Adds a row for an approval task to the spreadsheet. To add the new row after an existing row, select that row then click this icon. Operações de Marketing renumbers any subsequent tasks.
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In Series. By default, tasks are added in series: each task is dependent on the task that precedes it. To use a different dependency option, click this icon and make a selection before you add the next task to the workflow.
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Add Stage Row. Adds a stage to the spreadsheet. You use stages to group tasks. To add the new stage after an existing row, select that row then click this icon. Operações de Marketing renumbers any subsequent tasks and stages.
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Move the Selected Row Up. Click a task or stage name to select it, then click this icon to move the selected component upward. If you move a stage, all of its associated tasks move with it.
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When you move a row, Operações de Marketing does not change its task dependencies.
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Move the Selected Row Down. Click a task or stage name to select it, then click this icon to move the selected component downward. If you move a stage, all of its associated tasks move with it.
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When you move a row, Operações de Marketing does not change its task dependencies.
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Delete the Selected Row. Click a task or stage name to select it, then click this icon to delete the component.
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When you delete a stage, Operações de Marketing appends its associated tasks to the previous stage. The tasks are not deleted.
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Tools. Shift+click to select one or more cells in the spreadsheet, then click this icon to apply one of the following options:
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Copy: copies the contents of the selected cells to the clipboard.
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Paste: pastes the contents of the clipboard, beginning at the selected cell.
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Paste Rows After: pastes the contents of the clipboard below the selected row.
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Fill Down/Up: copies the value of the selected cells to the cells below or above it.
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Clear: erases all entries in the selected cell or group of cells.
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Clear Column: erases all entries in the selected column.
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Clear All: erases all spreadsheet components.
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Undo the Last Change. Reverts the workflow to its state before you made the last change.
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Redo the Last Change. Reapplies a change that you undid with the Undo action.