PRING HelpCreate a kintone app from an Excel document
On the Templates tab, press "Create an app from this document" and choose your Excel file (up to 5 MB). PRING reads its fields and creates the kintone app and the PRING template. The reading happens only inside your browser. You can fix each field's name, type and "Use" before creating. Setting approval to "Yes" makes the applicant choose the approver. You need permission to create apps.
Steps
1. Press "Create an app from this document"
On the Templates tab of the settings screen, press "Create an app from this document". Open it with an account that has permission to create apps.
2. Choose the Excel file
Choose the Excel document you use now, up to 5 MB. The fields are read only inside your browser. Documents that contain field names in double curly braces, such as {{Customer name}}, and documents with empty space to the right of each heading (for example an input cell to the right of "Customer name") read best.
3. Check the fields that were read, and fix them
The list of fields that were read appears. Before creating, you can fix each field's name, type and "Use". Clear "Use" for a field you do not want in the app.
4. Decide the app name and approval
Enter the app name. If an app with the same name already exists, it is not created, so change the name. Setting approval to "Yes" makes an app where the person who applies chooses the approver. The order of fields on the input screen is set automatically.
5. Create the app and the template
Check the content and create. You get the kintone app and the PRING template for that app. You can output from the record screen right away to check it. To adjust the template, follow [Register a template](/en/help/admin/template).
6. If PRING could not be added
If the app was created but PRING could not be added, open that app's settings, add PRING under "Plugins", and update the app. After the update, the output button appears on the record screen.
What is created, and what comes next
| Item | Details |
|---|---|
| What you give it | The Excel document you use now (up to 5 MB) |
| What you get | A kintone app and the PRING template for that app |
| Reading | Done only inside your browser |
| What you can fix before creating | Field name, type and “Use”, the app name, and approval “Yes” or “No” |
| Permission needed | Permission to create kintone apps |
| Afterward | Adjust the template on the Templates tab |
Related pages
- Register a template: adjusting the created template, editing and deleting from the list
- Create business app sets: create purchasing, sales, expenses and more together
- Edit cell mapping
Frequently asked questions
What kind of Excel document can I create from?
An Excel file up to 5 MB. Documents with field names in double curly braces, such as {{Customer name}}, and documents with empty space to the right of each heading read best. You can fix each field's name, type and "Use" before creating.
Is the Excel file sent to PRING's servers?
The fields are read only inside your browser.
Can I decide the order of the fields?
The order of fields on the input screen is set automatically.
What happens when I set approval to "Yes"?
You get an app where the person who applies chooses the approver when applying.
Do I need a permission?
You need permission to create kintone apps. Open it with an account that has that permission.
What if an app with the same name already exists?
It is not created. Change the app name and create it again.
The app was created, but the output button does not appear.
PRING may not have been added. Open that app's settings, add PRING under "Plugins", and update the app. After the update, the output button appears on the record screen.