Revise last updated date and add access instructions#587
Revise last updated date and add access instructions#587SangeetaMishr wants to merge 3 commits intomainfrom
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Updated last updated date and added section on Google Sheet access via Service Account.
📝 WalkthroughWalkthroughUpdated documentation for linking Google Sheets in Glific: metadata "Last Updated" set to April 2026; replaced "Anyone with the link" sharing guidance with instructions to share the sheet with the service account email and grant Viewer or Editor access; added a new "Google Sheet Access via Service Account" section, renumbered writable setup steps, and updated screenshots. Changes
Estimated code review effort🎯 1 (Trivial) | ⏱️ ~3 minutes Possibly related PRs
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Actionable comments posted: 2
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.
Inline comments:
In `@docs/4`. Product Features/03. Flows/2. Flow Actions/12. Link Google
Sheets.md:
- Around line 385-397: Make the Google Sheets access guidance consistently
recommend using the Google Service Account flow (the "Google Sheet Access via
Service Account" section) as the primary and preferred method, and change any
earlier instructions that instruct users to set "Anyone with the link"/"Anyone
can read" sharing to instead mark that link-sharing as discouraged/deprecated
and only for non-PII test data; update the earlier section that mentions "Anyone
with the link" to explicitly warn about data exposure, point readers to the
service-account sharing steps (referencing the "Google Sheet Access via Service
Account" heading), and remove or rephrase any step that instructs granting link
access as a normal configuration.
- Around line 387-397: Rewrite the paragraph into clear numbered steps and fix
typos: replace "To ensure sensitive beneficiary data (PII) is protected,avoid
linking Google Sheets..." with a full sentence and space after the comma; change
"will be access" to "will be accessed"; remove the stray "Link Sheet in Glific"
line and fold that action into the step list; produce 3–4 numbered steps that
instruct the user to open the Google Sheet, click Share and paste the service
account email (from the JSON key) with Viewer or Editor permission, and note
that the sheet will be accessed via the Glific service account respecting those
permissions.
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priyanshu6238
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LGTM. Apart from that one minor comment, please merge it once it’s resolved.
Updated instructions for linking Google Sheets to clarify permissions and steps for sharing with service accounts.
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Actionable comments posted: 1
♻️ Duplicate comments (1)
docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md (1)
384-395:⚠️ Potential issue | 🟡 MinorPlease normalize this new section into clean numbered steps and fix grammar.
This block still has the same wording/format issues (
protected,avoid,1.Open,will be access, and standalone “Link Sheet in Glific”). It should be rewritten for clarity and consistency.✍️ Suggested rewrite
### Google Sheet Access via Service Account -To ensure sensitive beneficiary data (PII) is protected,avoid linking Google Sheets in Anyone can read or Anyone can read/write modes. +To protect sensitive beneficiary data (PII), avoid linking Google Sheets using **Anyone with the link** access (read or read/write). Instead, configure access via the Google Service Account linked to your Glific instance. -1.Open the Google Sheet you want to link. - -2. Click Share → Paste the service account email (from the JSON key) and set the permission to either Viewer (read-only) or Editor (read/write). -3. Link Sheet in Glific -4. Now the sheet will be access via the service account, respecting the permissions set. +1. Open the Google Sheet you want to link. +2. Click **Share**, paste the service account email (from the JSON key), and grant: + - **Viewer** for read-only access, or + - **Editor** for read/write access. +3. Link the sheet in Glific. +4. The sheet will now be accessed via the service account, respecting the granted permissions.🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@docs/4`. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md around lines 384 - 395, Rewrite the "Google Sheet Access via Service Account" section into clean numbered steps with correct grammar and punctuation: merge the opening sentence to "To ensure sensitive beneficiary data (PII) is protected, avoid linking Google Sheets in 'Anyone can read' or 'Anyone can read/write' modes; instead, grant access to the Google Service Account associated with your Glific instance." Then produce four clear steps: 1) Open the Google Sheet, 2) Click Share and paste the service account email from the JSON key, setting Viewer or Editor as needed, 3) Link the sheet in Glific, and 4) Confirm the sheet is accessed via the service account which will respect the set permissions. Replace broken fragments like "protected,avoid", "1.Open", "will be access", and the standalone "Link Sheet in Glific" with the corrected phrasing above.
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.
Inline comments:
In `@docs/4`. Product Features/03. Flows/2. Flow Actions/12. Link Google
Sheets.md:
- Line 45: Update the step that reads "Open the Google sheet and click on share
button on the right hand side to update the sheet permission with the service
account email (from the JSON key) and set the permission to either Viewer
(read-only) or Editor (read/write)." to use "right-hand side" and streamline
wording; e.g., "Open the Google sheet, click the Share button on the right-hand
side, add the service account email from the JSON key, and set its role to
Viewer (read-only) or Editor (read/write)." Target the sentence in step 5.
---
Duplicate comments:
In `@docs/4`. Product Features/03. Flows/2. Flow Actions/12. Link Google
Sheets.md:
- Around line 384-395: Rewrite the "Google Sheet Access via Service Account"
section into clean numbered steps with correct grammar and punctuation: merge
the opening sentence to "To ensure sensitive beneficiary data (PII) is
protected, avoid linking Google Sheets in 'Anyone can read' or 'Anyone can
read/write' modes; instead, grant access to the Google Service Account
associated with your Glific instance." Then produce four clear steps: 1) Open
the Google Sheet, 2) Click Share and paste the service account email from the
JSON key, setting Viewer or Editor as needed, 3) Link the sheet in Glific, and
4) Confirm the sheet is accessed via the service account which will respect the
set permissions. Replace broken fragments like "protected,avoid", "1.Open",
"will be access", and the standalone "Link Sheet in Glific" with the corrected
phrasing above.
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docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md
| <img width="413" alt="Screenshot 2024-02-29 at 1 38 46 PM" src="https://github.com/glific/docs/assets/141305477/2612f184-eb99-4e02-aca9-6b4c1adbec16"/> | ||
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| 5. Open the Google sheet and click on share button on the right hand side to update the sheet permission to at least `Anyone with the link` can `View` | ||
| 5. Open the Google sheet and click on share button on the right hand side to update the sheet permission with the service account email (from the JSON key) and set the permission to either Viewer (read-only) or Editor (read/write). |
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Tighten phrasing in the sharing instruction.
Use “right-hand side” and streamline the sentence for readability.
✍️ Suggested edit
-5. Open the Google sheet and click on share button on the right hand side to update the sheet permission with the service account email (from the JSON key) and set the permission to either Viewer (read-only) or Editor (read/write).
+5. Open the Google Sheet and click the Share button on the right-hand side. Add the service account email (from the JSON key) and grant either Viewer (read-only) or Editor (read/write) access.📝 Committable suggestion
‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.
| 5. Open the Google sheet and click on share button on the right hand side to update the sheet permission with the service account email (from the JSON key) and set the permission to either Viewer (read-only) or Editor (read/write). | |
| 5. Open the Google Sheet and click the Share button on the right-hand side. Add the service account email (from the JSON key) and grant either Viewer (read-only) or Editor (read/write) access. |
🧰 Tools
🪛 LanguageTool
[grammar] ~45-~45: Use a hyphen to join words.
Context: ...t and click on share button on the right hand side to update the sheet permission...
(QB_NEW_EN_HYPHEN)
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.
In `@docs/4`. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md
at line 45, Update the step that reads "Open the Google sheet and click on share
button on the right hand side to update the sheet permission with the service
account email (from the JSON key) and set the permission to either Viewer
(read-only) or Editor (read/write)." to use "right-hand side" and streamline
wording; e.g., "Open the Google sheet, click the Share button on the right-hand
side, add the service account email from the JSON key, and set its role to
Viewer (read-only) or Editor (read/write)." Target the sentence in step 5.
| <img width="413" alt="Screenshot 2024-02-29 at 1 38 46 PM" src="https://github.com/glific/docs/assets/141305477/2612f184-eb99-4e02-aca9-6b4c1adbec16"/> | ||
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| 5. Open the Google sheet and click on share button on the right hand side to update the sheet permission to at least `Anyone with the link` can `View` | ||
| 5. Open the Google sheet and click on share button on the right hand side to update the sheet permission with the service account email (from the JSON key) and set the permission to either Viewer (read-only) or Editor (read/write). |
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can you also add similar line - Or you can make the URL public so anyone with the link can access it.

Updated last updated date and added section on Google Sheet access via Service Account.
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