Table of Contents
| This feature is currently available for free trial upon request. If you are interested, please contact support@collavate.com. |
Collavate predefined functions automatically fill in user information such as the organization name, full name, and email address when specific functions are entered.
By entering predefined functions into Google Sheets™, you can automatically pull stored user information during the approval process. This eliminates the need for manual input, simplifying template creation and repetitive data entry.
Note: This feature is available only for Google Sheets™ and cannot be used with other file formats.
How to Enter Predefined Functions in Google Sheets™ #
- Prepare a Google Sheet to be used for the Collavate approval document.
- Click on the cell where you want to enter a predefined function.
- Enter the desired predefined function name as is.
- Submit the completed spreadsheet for approval or register it as a Collavate template.
- When submitting the document, the entered function will automatically convert to the corresponding user information.
List of Supported Predefined Functions #
| Function | Description | Example |
| CV_ORGANIZATION_NAME | User’s organization name | Sales |
| CV_FULL_NAME | User’s full name | John Doe |
| CV_EMAIL_ADDRESS | User’s email address | johndoe@example.com |
| CV_TODAY | Date of Collavate document created | 2099-12-31 |