Editing a Data Sheet

Update an existing Data Sheet from the Data Center—modify its name and column design (input types, lookups, restrictions), then save the changes.

Prerequisites:

• Access permission of the Data Center module and the Data Sheets option.

• Permission to edit Data Sheets.

Steps

1. Open the list

   • Navigate to Data Center > My Connectors > Data Sheets > Data Sheet List.

2. Select the sheet

   • Locate the target Data Sheet in the list.

3. Enter edit mode

   • Click the Edit icon next to the Data Sheet.

   • Result: The Data Sheet Connector page opens for the selected sheet.

4. Make changes

   • Data Sheet Name: Update if needed.

   • Column design (per column):

     • Column Name

     • Input Type: text / numeric / dropdown / autocomplete / checkbox / radio / calendar

     • Look Up (enabled only when Input Type = dropdown): Select the source datasheet for dropdown values.

     • Column (dropdown only): Choose the column from the Look Up sheet to list in the dropdown.

     • Data Restriction: Pick a Custom Field (for row-level visibility).

     • Filter: Enable if the column should be filterable in the sheet UI.

   • Click Add/Update to apply changes to the current column definition, or Delete to remove a column.

5. Save

   • Click Save.

   • Result: A confirmation message indicates the Data Sheet has been updated.

Notes & Tips:

• The Refresh icon clears the column design fields (useful before redefining a column).

• Look Up and Column fields are available only when the Input Type = dropdown.

• Edits to structure (e.g., renaming or removing columns) can affect existing data and any sheets that reference this one via Look Up—review dependencies after changes.

• Align Input Type with expected values (e.g., calendar for dates, numeric for amounts) to reduce entry errors.

• Use Filter on frequently searched columns to speed up end-user workflows.

• When adding dropdowns, validate that the Look Up sheet and Column contain clean, unique values.

Troubleshooting

• Save disabled / fails: Ensure required fields are filled, and each edited column was applied using Add/Update.

• Dropdown not populating: Verify the Look Up datasheet and the selected Column exist and contain values.

• Unexpected UI after edit: Use Refresh in the design panel and re-apply the column configuration, then Save again.