Set Up

  • Open a new Spreadsheet.
  • Click on "Add-on" > "Sheet Director" >"Start".

You get the following screen.

  • Select the app required Google Sheets or Email.

Google Sheets

1.Google Sheets

  • Google Sheet application is used to segment a field by using a particular parameter and store the particular data in a new Google Sheet or an existing Sheet.

Email

2. Email

  • Email application is used to collect data from Google Sheet and attach it to email as''PDF" or "Inline Table".

1. Google Sheets :

  • Select application as Google Sheets.
  • Turn on Schedule if required . Turn on Schedule runs in background and executes the services at regular intervals of time.



  • Google Sheets Configuration:

Select the sheet for which the configuration needs to be done.

Select Full Sheet or Range so that the full sheet or a particular range will be segmented.

Segments:

  1. Segment by fields section helps to segment the sheet by particular fields.
  2. Configure the sheet by using the "+" symbol .
  3. Add a new Spreadsheet name and sheet name also.
  4. Else an existing spreadsheet can also be selected.




Auto Create New Segments:

Automatically name the spreadsheet for any new segment found during execution by switching on this auto create new segments section.

The template name is created according to the field that is selected in the segments.

2.Email:

  • Select application as Email.
  • Turn on Schedule if required . Turn on Schedule runs in background and executes the services at regular intervals of time.
  • Email Configuration :
  1. Select the sheet for which the configuration needs to be done.
  2. Select the Sheet as full sheet or range.
  3. Switch on the "Attach PDF" button if Pdf is required.
  4. If in Range "Embed as Inline Table" is switched on , it will ignore all the empty rows and display only the rows with contents.
  5. Give a proper Pdf name. (If pdf name is not provided , then a pdf with default name will be created automatically).
  6. Click on the "Choose Folder" Icon and select a folder from drive so that the generated Pdf will be saved in that particular folder.


  • Email Template :
  1. Click on "Edit Email Template" and edit the template as required.
  2. Add To,Cc and edit the contents as required and click "Save".
  3. The notification Email will look like the following image.


  • Execute :

Click on "Execute" to execute the services, the execute function automatically saves the services also.

  • Save :

Click on "Save"to save the services.

  • Back :

Click on "Back" to exit the services.