Fieldguide

This page contains instructions for moving and editing elements in a sheet. 

A sheet must have at least one section before you can begin adding rows. Add a section by clicking the ➕ icon in the top-left corner of the sheet and selecting Add section.

Add a subsection by clicking the ➕ icon on the section header.

Add a column by clicking the ➕ icon in the top-left corner of the sheet and selecting Add column.

Columns can be deleted from the Columns menu.

Add, move, and delete your sheet's rows, columns, and sections

Basic sheet editing

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Basic sheet editing

Overview

Rows

Add a row

Delete a row

Move a row

Sections

Add a section or subsection

Delete a section

Move a section

Rename a section

Columns

Add column

Delete a column

Move a column

Rename a column