Options Assigned to a Published Data Sheet

This page focuses on the available options and actions assigned to a published data sheet based on its location and the user's access level.

Publishing a Data Sheet

The user can publish a Data Sheet by clicking the Publish icon from the Data Center module. The Data Sheet list is available under the My Connectors section of the Data Center module.

  • Navigate to the Data Center module.

  • Open the My Connectors page.

  • Access the Data Sheet option. The list containing available data sheets appears on the right side of the page.

  • Select a Data Sheet from the displayed list (E.g., the sheet123 data sheet in the following image).

  • Click the Publish Datasheet option for the selected Data Sheet.

  • The Publish Datasheet drawer opens.

  • Select either the Users or User Groups tab to share the published Data Sheet (Use the Exclude User tab to exclude any user from the permission to access a data sheet). The following image displays the Users tab.

  • Select user(s) or group(s) based on the selected tabs using the checkbox(es).

  • Click the Save option.​

  • A confirmation message appears as shown below.​

  • Navigate to the user's account to whom the data sheet is published. The published data sheet will be added under the All Files/ Documents Owned by Me section.

    A published Data Sheet under the Documents Owned by Me

    A ppublished Data Sheet under the All Files
  • The user also receives a mail notification (as displayed below) for the published Datasheet.

Options Assigned to a Published Datasheet

Each published Datasheet is credited with some operations on the BDB Platform. Use the right-click to access the available Datasheet operations in a context menu.

Open in New Tab

  • Select the Open in New Tab option using the Context menu. ​​

  • The Datasheet opens in a new tab.

Properties

  • Select the Properties option from the context menu.

  • The Properties window appears with four options:

Properties

Properties: Displays basic details about the Datasheet creation.​

  • Click the Browse option to upload an image.

  • Click the Save option to save the update. ​

  • A message appears to assure about the update.

  • The image gets updated to the Datasheet.​

Share with User: The Datasheet can be shared with the selected User using the Share with User option.

  • Select the Share with User option using the Properties window.

  • Search for the specific user(s) using the Search bar.

  • Select a user or multiple users using the checkbox(es).

  • Click the Save option.

  • A success message appears stating that the document privilege has been updated.

  • The Datasheet gets shared with the selected user(s) under the Shared Documents folder.

Please note: A notification email is sent to the users on their registered email IDs to whom the concerned data sheet has been shared either using the Share with User option or the Share with Group option.

Share with Group: The Datasheet can be shared with the selected User Group by selecting the Share with Group option.

  • Select the Share with Group option using the Properties window.

  • Search for the specific user group(s) using the Search bar.

  • Select a user group or multiple groups using the checkbox(es).

  • Click the Save option.

  • A success message appears stating that the document privilege has been updated.

  • The Datasheet is shared with the selected user group(s).

Exclude the User: The Selected User(s) will be excluded from the permission to access the Datasheet.

  • Select the Exclude User option using the Properties window.

  • Search for the specific user(s) using the search bar.

  • Select a user or multiple users using the checkbox(es).

  • Click the Save option.

  • A success message appears, and the document privilege gets updated to exclude the selected users.

  • The Datasheet permission gets excluded for the selected user/users.

Modifying a Datasheet

The user can modify the Datasheet name and description using the Modify Document option.

  • Select the Modify Document option using the context menu.

  • The Modify Datasheet window opens for the selected datasheet.

  • Modify the required information:

    • Name of the Datasheet.

    • Description of the Datasheet.

  • Click the Save option.

  • The selected information gets modified, and a message appears to ensure the same.

Adding a Datasheet to Favorites

  • Select the Add to Favorites option from the context menu.

  • A message appears to ensure the success of the action.

  • Open the Favorites section.

  • The selected data sheet will be added to the Favorites.

  • Open the context menu option for the same Datasheet.

  • Click the Remove from Favorites option.

OR

  • Use the right-click on the datasheet that has been added to the Favorites.

  • Click the Remove from Favorites option.

  • The Data Sheet gets removed from the Favorites, and a notification message states the same.

Moving a Datasheet

Users can move a Datasheet from one folder or document space to another folder or document space.

  • Select a published Datasheet.

  • Select the Move to option from the operation context menu.

  • The Move To window appears, displaying the available folders.

  • Select a folder.

  • Click the Move icon. ​

  • The user will be redirected to the next screen, displaying the selected folder name at the top.

  • Click the Save option.

  • A notification message appears.​

  • The Data sheet gets moved to the selected folder under.

Renaming a Datasheet

  • Select the Rename option from the context menu.

  • A new window opens prompting to rename the Datasheet.

  • Provide a New Name for the selected datasheet.

  • Click the Save option.

  • The selected datasheet gets renamed.

Creating a Copy of a Datasheet

  • Select the Copy option from the context menu.

  • Use the right-click on another folder or on the blank space to get the Paste option.

  • Click the Paste option.

  • The Paste window displays the selected datasheet name with the 'Copy of-' prefix. E.g., A Datasheet named Data Sheet 123 gets a new name, Copy of Data Sheet 123, as shown in the following image:

  • Click the Save option.

  • The datasheet gets copied to the selected space with the new name.

Deleting a Datasheet

  • Select the Delete option from the context menu.

  • The Delete window opens to confirm the action.

  • Click the Delete option to delete the selected Datasheet.​

  • The selected Datasheet will be deleted.

Report Burst

  • Select the Report Burst option from the context menu.

  • The Report Burst drawer opens.

  • Enter the internal or external user names/ mail IDs.

  • Provide Subject.

  • Add description.

  • Use the Schedule part to schedule the report burst using the Daily, Weekly, or Monthly option.

  • Click the Save option.

  • A notification message will ensure the Report Burst schedule status has been updated successfully.

  • The Report Burst option turns active.

  • The user will receive an email with the open doc link to the concerned Datasheet at the scheduled time.

  • Click the Stop Schedule icon to stop the scheduled Report Burst action.

  • A notification message appears stating that the schedule has been stopped.

Please note: The User needs to activate the schedule to burst the report of the selected data sheet.