Entering Data

Add or bulk-paste records into a published Data Sheet. You can enter values manually row-by-row or copy & paste data directly from Excel into the sheet’s meta Structure.

Prerequisites

• You have access to a published Data Sheet (visible on the Platform homepage under My Documents if shared with you).

• You have permission to add/edit rows in that Data Sheet.

Manual Entering

1. Open a published Data Sheet.

2. Click the Add Row icon.

   • Result: A new row is added at the bottom (you can add multiple rows; each new row appears at the end).

3. Manually add the data in the new row(s).

   • Enter values for each column (respecting the column’s input type, e.g., text, numeric, dropdown, calendar, etc.).

4. Click the Save icon.

   • Result: The added data gets saved in the Data Sheet.

Note: Fill in the value for each column and click the Save icon to save the data.

Copying and Pasting Data into a Published Data Sheet

Use this when you have already designed the sheet’s meta Structure in the Data Center and want to populate it from Excel.

1. Open a published Data Sheet.

   • The meta Structure of the selected Data Sheet opens.

2. Click the Add Row icon.

   • Result: A new row is added (add as many as needed to fit your paste, if required by your tenant’s behavior).

3. Copy the required data from Excel.

4. Paste the copied data into the Data Sheet metadata structure (the grid).

5. Click the Save icon.

   • Result: The copied data from the Excel sheet is saved to the Data Sheet.

Tips:

• Match column order: Ensure the order of columns in Excel matches the Data Sheet columns to avoid misalignment on paste.

• Respect input types:

  • Dropdown / Look Up columns must use valid values from their source list.

  • Numeric columns accept numbers only; calendar columns accept valid dates.

• Add enough rows before pasting (if required by your environment). Some tenants auto-expand during paste; others expect pre-added rows.

• Small batches first: Paste a small sample, Save, then paste larger sets after confirming format and alignment.

Troubleshooting

• Save icon disabled / no changes saved: Ensure all required columns are filled and that you clicked Save after entry/paste.

• Cells highlighted or error message on save: One or more values violate the column’s input type or validation (e.g., non-listed value in a dropdown). Correct and save again.

• Pasted data misaligned: Check Excel column order and remove hidden/blank leading columns; re-paste.

• Extra blank rows added: Remove unwanted rows (or leave them empty if allowed) before clicking Save.

• Paste blocked by browser: Click into the first target cell before pasting, or try a standard Ctrl/Cmd + V paste; some browsers restrict right-click paste.

Outcome

After Save, your manually entered or pasted rows become part of the published Data Sheet and are immediately available to authorized users and downstream processes that reference this sheet.