Search results for export CSV

15 articles found

• CSV > How can I export a CSV of a process?

  Do you need to file away your Tallyfy processes into comma-separated values? We'll teach you how to do that here! Every process's CSV has columns and rows containing tasks and their details. You can

• CSV > What is in the CSV file when you export a process on Tallyfy?

  The process CSV file contains 45 columns. In this article, we are going to explain exactly what you are seeing in the CSV file - so please scan the columns from left to right, as you read (top to

• CSV > How do I export form fields from Tallyfy to a spreadsheet or CSV

  You may want to collect data throughout the course of a process and send some of that information to another service. The video below walks you through how to export form field values from Tallyfy to

• TOOLS > What is 'More details' in the active process' view'?

  When you open an active process, you'll see the ⋮ More Details button in the upper right-hand corner. Click on it and you'll have access to more details (duh!). Here, you can edit the information and

• FILE > Where are files stored on Tallyfy?

  When you upload a file to a step, task, form, or comment, it will be stored on Tallyfy. We store all files in a highly secure Amazon S3 bucket. All PDFs, documents, images, screenshots, and audio and

• ACCESS > How do I share a Tallyfy template?

  Please see: https://support.tallyfy.com/article/211-what-is-import-blueprint THIS PAGE REDIRECTS TO THE ABOVE LINK!!

• ACCESS > How can I read, download or print a process?

  Previewing a Process Tallyfy gives you more than one way to view your process. You can preview an active process and also print it as a pdf. To export a process as a CSV, please see here.

• FILE > How do I generate a HAR file?

  What is a HAR file? HAR stands for HTTP Archive and is a container for lots of trace information from within a browser. It records all web requests made by the browser tab, including the request &

• BI > How does Tallyfy Analytics stream data to BI (Business Intelligence) platforms?

  Here's how Tallyfy Analytics works to give you almost real-time streaming data that you can slice, dice and present in any way you like within your favorite BI or analytics platform. An eligible

• FILE > What types of files can be uploaded to a 'file upload' form field?

  The File Upload Form Field allows a user to submit files to a step. They'll see the option to Choose Files. Supported extensions '.xlsx', '.xls', '.pptx', '.docx', '.ppt', '.doc', '.rtf', '.pdf',

• FORM > How can I create a standalone form?

  Tallyfy enables you to create standalone forms. This article walks you through the steps to create, launch, and share a standalone form. Note: Docs plan can create form fields, but forms are

• FORM > What is a Form?

  Gone are the days of paper forms and piles of files. Automate your forms with Tallyfy. Send email access to clients, have team members fill out the information necessary for a project, and find

• ACCESS > How do I import a template?

  Trying to import a template from one organization to another? Maybe you have two separate businesses and have a similar process to map out. Or maybe another organization you know has shared its handy

• ACCESS > How can I read, download, or print a template?

  Looking to access your template in different ways? You'll learn how here! Reading Your Template To see your complete template, follow the steps below. 1 Open your Library from the lefthand toolbar. 2

• WEBHOOKS > How can Tallyfy webhooks be used to send data to other apps?

  Often times, you may want to collect data throughout the course of a process and send some of that information to another service, such as a Zapier connection. Tallyfy offers two options for sending