Lean PlanDo manual › Directory
Use a Directory file in a form
Fill a dropdown's options, a table's headings or a table's rows from an Excel list in the Flow Directory.
Open the form in the form builder and select the field.
Dropdown options from a list. In the field properties, click Attach excel, choose the file, then Select excel column to add options. Every value in that column becomes an option.
Table headings from a list. For a table field, click Attach header excel and choose the file. A heading merged across columns in row 1 gives two heading rows, otherwise one; the app asks Use column A as row headers?. The table's columns are now the file's headings. Detach excel removes the link.
Table rows from a list. With the headings attached, map each table column to a column in the data file, and tick Mark as key column on the one that identifies a row (the equipment number, the location code). When someone fills the form, they pick the key value and the rest of the row fills itself. Columns for attachments and signatures stay manual.
Rows can still be added while filling the form when the field's Rows can be customised while filling up setting is on.
Last updated 2026-10-13. Part of Directory in the Lean PlanDo manual. Lean PlanDo by Lean Station.