Search results for export CSV
12 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'?
In the active process view, click the " More Details" button in the top right corner. Once the 'More Details' drawer opens you can: see/update the process information (start date, owner, assignees,
FILE > Where are files stored on Tallyfy?
When you upload a file to a step, task, form, or comment, it will be stored in Tallyfy. It is located at the task where the file(s) were uploaded. All PDFs, documents, images, screenshots, and audio
ACCESS > How do I share a Tallyfy blueprint?
Please see: https://support.tallyfy.com/article/211-what-is-import-blueprint THIS PAGE REDIRECTS TO THE ABOVE LINK!!
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 work with 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
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
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
ANALYTICS > Why should you use (or purchase) a separate analytics platform to analyze Tallyfy data?
A lot of people ask us about analytics and reporting. It's very important to understand the pros and cons of a vendor like us supplying you with analytics. We believe it's a bad idea for us (Tallyfy)