Creating a New Data Sheet
This page guides you through the process of creating a new Data Sheet for storing and sharing structured data.
Create a Data Sheet to capture and manage tabular data directly within the Data Center.
Open the Data Sheet Connector
Navigation Path: Data Center > My Connectors > Data Sheet
Navigate to the Data Sheet option on the My Connectors page.
Click the Data Sheet option.
It will open a new section at the bottom right of the screen. Click the "Create +" (
) option to launch the Data Sheet form.
Configuring a New Data Sheet
Header details
Data Sheet Name: Provide a name for the Data Sheet.
Description: Add description for the Data Sheet (Optional)
Define columns
For each column you want in the Data Sheet, fill the Column Definition fields, then click Add/Update to insert a new column to the Data Sheet.
Column Name: Provide column names as per the data source.
Input Type: Select one: text / numeric / dropdown / autocomplete / checkbox / radio / calendar.
Look Up (enabled only when Input Type = dropdown): Select the datasheet whose values will populate the dropdown.
Column (enabled only when Input Type = dropdown): Select the column (from the Look Up datasheet) whose values appear in the dropdown field.
Data Restriction: Select a Custom Field key (from admin-defined fields) to restrict data.
Filter: By enabling this option, the column becomes filterable in the data sheet UI.
Add/Update:
Add a new column to the design, or
Update an existing column definition.
Delete: Remove the selected column from the design.
Preview
After clicking Add/Update, the column appears (or updates) under the Data Sheet Preview area.
Save the Data Sheet
When your column layout is complete, click Save.
A success message appears.
The newly created Data Sheet is added to the Data Sheets list.
Outcome
Your Data Sheet is now ready for data entry and can be referenced by other platform components (e.g., as a Look Up source for dropdown fields in additional Data Sheets).
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