v26.04: Google Sheets Add-In
Epic: JP-1613 | Story: JP-1613 | New Feature
The JustPerform Google Sheets Add-In extends the JustPerform platform directly into Google Sheets. Users access, input, and refresh sheet and snippet data without leaving their spreadsheet environment.
Installation and Access
- Open the Google Workspace Marketplace.
- Search for JustPerform™.
- Select Install. A permission dialog appears.
- Select CONTINUE to grant permissions and complete the installation.
- Open Google Sheets. The add-in appears under the Extensions menu.
Installation works across different Google Workspace domains.
[Screenshot: Google Workspace Marketplace — JustPerform™ installation]
Login and Authentication
- Open any Google Sheet and navigate to Extensions > JustPerform > Launch.
- On the login panel, select a login method: username and password, ISW SSO, or non-ISW SSO.
- Enter the credentials and sign in to connect to the EPM data source.
The login page supports full multilingual localization.
[Screenshot placeholder: Google Sheets Add-In login panel]
Activities Home Page
After logging in, the Activities Home Page displays all cycles and activity instances based on the user’s role and authorization. A cycle dropdown filters activities, and an instance dropdown at the activity level enables instance selection. A search bar enables users to find specific activities by name. The footer provides access to Connection Name, Workspace Selection, Language Selection, My Support, and Logout.
[Screenshot placeholder: Activities Home Page with cycle dropdown and activity list]
Working with Activities
When a user selects an activity and instance, the Activities screen displays the assigned tasks. Sheet and snippet tasks load directly into the active Google Sheet tab. Non-sheet tasks open in a new browser tab in JustPerform web. Users and reviewers update workflow status directly from the add-in.
The following table describes the key capabilities available within the Activities screen:
| Feature | Description |
|---|---|
| Save | Pushes data entered in the Google Sheet back to JustPerform. Supports sheet-level and workbook-level operations via a dropdown. |
| Refresh | Pulls the latest data from JustPerform into the Google Sheet. Supports sheet-level and workbook-level operations via a dropdown. |
| Data Details | Displays a breakdown of the selected cell’s value from the loaded template. Select the Data Details icon in the Activities header. |
| Data History | Shows the audit history for a specific cell value. Use the dropdown to switch between Data Details and Data History. |
| User Context | Displays all dimensions available in the active workbook (such as Time, Version, and Account). Users change context selections to update the data view. A Reset button restores the original instance context if manually overridden. |
| Cell Picker | Controls where task data appears in the Google Sheet. On the first load, data starts from the currently active cell. On subsequent loads, a confirmation dialog enables cell repositioning. |
| Loaded Tasks | Lists all tasks currently loaded in the active Google Sheet tab. Each task provides Remove (removes from Google Sheet only) and Open in Web (opens in JustPerform web). |
| Localization | Administrators manage translations via the Platform Localization tab in JustPerform web, under the Google Add-In option. |