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Revise last updated date and add access instructions #587

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aab54b3
Revise last updated date and add access instructions
SangeetaMishr Mar 25, 2026
1ea06a0
Clarify Google Sheets linking instructions
SangeetaMishr Apr 1, 2026
7cdbfac
Update last updated date to April 2026
SangeetaMishr Apr 1, 2026
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49 changes: 32 additions & 17 deletions docs/4. Product Features/03. Flows/2. Flow Actions/12. Link Google Sheets.md
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Original file line number Diff line number Diff line change
Expand Up @@ -4,7 +4,7 @@ ___
<tr>
<td><b>15 minutes read</b></td>
<td style={{ paddingLeft: '40px' }}><b>Level: Intermediate</b></td>
<td style={{ paddingLeft: '40px' }}><b>Last Updated: December 2025</b></td>
<td style={{ paddingLeft: '40px' }}><b>Last Updated: April 2026</b></td>
</tr>
</table>
</h3>
Expand Down Expand Up @@ -42,9 +42,8 @@ ___

<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"/>

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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@coderabbitai coderabbitai bot Apr 1, 2026 •
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⚠️ Potential issue | 🟡 Minor

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.

Suggested change
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.

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@priyanshu6238 priyanshu6238 Apr 2, 2026 •
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@SangeetaMishr cna you fix this ?

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Seems like the humans are having a chat. I'll hop back into my burrow for now. If you need me again, just tag @coderabbitai in a new comment, and I'll come hopping out!

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@priyanshu6238 priyanshu6238 Apr 1, 2026 •
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can you also add this line - Or you can make the URL public so anyone with the link can access it.

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@priyanshu6238 priyanshu6238 Apr 2, 2026

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Just one thought,Do we need to add service access detail here, since we’re already adding a whole section below for the access with service account?


![image](https://user-images.githubusercontent.com/32592458/219550695-58224a6f-4312-4981-b518-1dd6de639e3a.png)

6. Copy the URL

Expand Down Expand Up @@ -323,7 +322,7 @@ Paste the service account credentials in the provided field, and click on the `S

<img width="466" alt="Screenshot 2024-02-29 at 2 19 43 PM" src="https://github.com/glific/docs/assets/141305477/e85d0288-8751-4160-9a2c-11bff43f53fa"/>

9. Open the Google Sheet you want to write data on and click on the share button on the right-hand side. Update the sheet permissions and add the Service Account Identifier (The client email on the service account) as a user invited in the spreadsheet's Collaboration Settings with `Editor` permission.
8. Open the Google Sheet you want to write data on and click on the share button on the right-hand side. Update the sheet permissions and add the Service Account Identifier (The client email on the service account) as a user invited in the spreadsheet's Collaboration Settings with `Editor` permission.

<img width="1200" alt="Screenshot 2023-05-18 at 11 23 49 PM" src="https://github.com/glific/docs/assets/40158831/feb09bd0-1d91-43ac-a289-ac813c2a2d4a"></img>

Expand All @@ -337,30 +336,30 @@ Paste the service account credentials in the provided field, and click on the `S

### Configuring Writable Google Sheet in the Flow

12. Import the below sample flow from the Flow screen and click on `setting` icon to configure it.
11. Import the below sample flow from the Flow screen and click on `setting` icon to configure it.

**Sample Flow**

[Write to Google Sheet.json](https://drive.google.com/file/d/17AQ507LDoMx7-Us_fZxlvpOuKgDhV5AV/view?usp=sharing)


13. Here's how the imported flow would look like
12. Here's how the imported flow would look like

<img width="589" alt="Screenshot 2024-02-29 at 2 40 13 PM" src="https://github.com/glific/docs/assets/141305477/2edeafc6-19fa-4241-9224-6dafdde84519" />


14. The first node is the `Send Message` node, which asks the contact for input to be added to the sheet.
13. The first node is the `Send Message` node, which asks the contact for input to be added to the sheet.

15. The second node is the `Wait for Response` node with the result name sheet_input. The response from the contact will be saved in this result and can be referenced as `@results.sheet_input`.
14. The second node is the `Wait for Response` node with the result name sheet_input. The response from the contact will be saved in this result and can be referenced as `@results.sheet_input`.

16. The third node is the `Link Google sheet` node, used to add the user-entered text into the Google sheet. Click on this node to configure it.
15. The third node is the `Link Google sheet` node, used to add the user-entered text into the Google sheet. Click on this node to configure it.

<img width="627" alt="Screenshot 2024-09-25 at 10 53 03 AM" src="https://github.com/user-attachments/assets/c5f6f422-91a0-48cb-bd98-bdb2d351fa6b"/>

17. Under Action, select `Write` from the dropdown menu.
18. From the next dropdown select the sheet which was added in the earlier step
19. Specify the name of the subsheet where the content needs to be written
20. Specify the starting cell to start writing from
16. Under Action, select `Write` from the dropdown menu.
17. From the next dropdown select the sheet which was added in the earlier step
18. Specify the name of the subsheet where the content needs to be written
19. Specify the starting cell to start writing from

<img width="608" alt="Screenshot 2024-09-25 at 10 57 35 AM" src="https://github.com/user-attachments/assets/910c2af7-b9c6-45d4-97a0-56611f097811"/>

Expand All @@ -370,18 +369,34 @@ Paste the service account credentials in the provided field, and click on the `S

21. After configuring the flow, click on the `Preview` button located on the top right side of the screen to run the flow in the simulator.

23. In the simulator, you will see the first message from the `Send Message` node, which prompts you to enter text.
22. In the simulator, you will see the first message from the `Send Message` node, which prompts you to enter text.

24. Type the desired text that you want to see in the sheet, and then press Enter.
23. Type the desired text that you want to see in the sheet, and then press Enter.

<img width="845" alt="Screenshot 2024-02-29 at 2 36 46 PM" src="https://github.com/glific/docs/assets/141305477/c6d482ce-1419-4dc6-bbcd-2ecdf846dc6b" />

25. This will move the flow forward, and the data will be written to the Google Sheet.
24. This will move the flow forward, and the data will be written to the Google Sheet.

26. Open the Google Sheet to check the newly inserted data.
25. Open the Google Sheet to check the newly inserted data.
<img width="1200" alt="Screenshot 2023-05-18 at 11 58 31 PM" src="https://github.com/glific/docs/assets/40158831/bfa12d80-9038-4c2a-919a-ce425bd2ffee"></img>
___

### 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.

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.


<img width="412" height="484" alt="image" src="https://github.com/user-attachments/assets/e97a9d12-d25e-47fd-87ff-d796701ad59f" />

## Note

- This functionality can be used to write upto 30 columns in google sheets
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