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Worksheets

There were 12 articles found in this category:

"New Worksheet" Button
The "Create New Worksheet" button located under "Setup", then "Event Planning" is used to create a new worksheet. With Gigbuilder V4, you are not limited to a specific amount of worksheets - thus, you can create an infinite number of worksheets, and apply one or more to a specific event type.
Setup : Event Worksheets & Forms
Setup > Event Planning > Worksheets Fig. A See Fig A. above. This view displays all the worksheets. "Create New Worksheet" and "Import from Library" buttons are also provided to create or import a new worksheet. Using the search bar along the top of each column will automatically limit ...
Why are my dropdown menus reverting back after making a selection when previewing?
Setup > Event Planning > Worksheets - Select a worksheet. Locate "Actions" section. Select "Preview Form" from the dropdown menu. In the popup window, you can select choices in dropdown menus but they will revert back to the top default choice. This only happens when previewing the for ...
How do I create a worksheet?
Setup > Event Planning > Worksheets - Click "Create New Worksheet" button. Enter a name for the worksheet. Click "Create Worksheet" Locate "Worksheet Name" section. Rename worksheet if desired. Locate "Client Title" section. Enter a title. This title will appear as a link in the cli ...
Why do worksheets say "(see drop-down to the left)"?
Users who migrated from Gigbuilder 3 to Gigbuilder 4 will see "Provide instructions for your client here or hide them by turning this row OFF (see drop-down to the left)." in their worksheets. There is no drop-down box. This text itself is a carryover from Gigbuilder 3. Setup > Event Plann ...
Can tokens be put in worksheets?
No. Tokens cannot be added to worksheets as shown here.
Can I make a link in a worksheet?
Worksheets will accept raw HTML in certain areas. Setup > Events Planning > Events - Select the event type you want link to appear in. Click to open. Locate the field you would like the link to appear in. Click the "Edit" button or create a new field by clicking "New Field" button. Sele ...
How do I use a list in a worksheet?
Setup > Event Planning > Worksheets - Click "Create New Worksheet" button or select an existing worksheet. Click "New Field" button in the section you want the list to appear. Locate "Field Type:" field. Select "Drop-Down" or "Select Text" from the drop-down box. Enter information in ...
Is it possible to export worksheet data?
Data can be exported from a worksheet by using documents and custom tokens. The worksheet must be designated as a client's primary planning form. The document must be linked to the event type for that client. Setup > Event Planning > Worksheets. Create a new worksheet (use "Create New ...
Is there a way to delete worksheets you are no longer using?
No. You must ask a support team member to delete worksheets. Note: You will lose all data of that worksheet for any client that is using or has used that worksheet. However, the client themselves will remain.
Can existing worksheets be duplicated?
No. Existing worksheets cannot be duplicated at this time.
Can I make a worksheet link to a sample of a song?
Setup > Paperwork > Documents - Create a new document. Enter a name for the document. Create your document body. Save Open Google in a new window. Search for the title & artist that is listed in your document above. If Google returns a result like the one shown below, click on one of ...