Cloud sheets are like online spreadsheets that multiple users can collaborate on, scan directly into, pull information from, and update in real-time from their phone. 

This overview includes: 

  1. Sharing the Cloud sheet with users. 
  2. How columns work just like entry fields in the app
  3. How to update items in real-time
  4. How the audit trails let you track all changes 

Getting Started

  • Then find it in the sheets overview on your device.
  • Once inside the Cloud sheet, your scans and changes will be pushed and saved in it. Go ahead and give it a try. 
  • You can then add users with their Orca email accounts to your Cloud sheet. 

Columns are like entry fields in the app

The columns are turned into entry fields so users can collect data on their phones, so think of the columns as fields in the mobile app. 

Pro tip:
When adding the columns, check the App Preview on the right-hand side to see how it looks in the mobile app. 

Adding fields

  • We can add new columns with types like date, text, quantity and more. 

Field types include:
text
,
quantity
,
date (auto)
,
time (auto)
,
GPS location (auto)
,
true/false buttons,
drop-down lists.

Pro tip:

You can also set rules like read-only or required to fill out. Here's the full column configuration guide.

Update in real-time 

You might also import your item barcodes with descriptions, or min/max inventory level so users are surfaced the data in those fields and can update when received, shipped, transferred or inspected. 

Pro tip:
In many cases, you will not want the users to modify the values that they pull down, like product descriptions or serial numbers. 

Full traceability with the row history log 

With the History log, all changes are traceable back to when, who, and what was changed. This is especially useful for producing audit trails or ensuring accountability. 

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Other helpful resources: 

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