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.

Access the Data Sheet Option

Navigation Path: Data Center > My Connectors > Data Sheet

1. Navigate to the Data Sheet option on the My Connectors page.

2. Click the Data Sheet option.

3. It will open a new section at the bottom right of the screen. Click the "Create +" () option to launch the Data Sheet form.

• The Create Data Sheet page opens.

Note: Users can also launch the Create infrastructure for Data Sheet by clicking the Create Data Sheet option from the Data Sandbox list.

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.

Repeat until all required columns are added.

Save the Data Sheet

1. When your column layout is complete, click Save.

2. A success message appears.

3. The newly created Data Sheet is added to the Data Sheets list.

Notes & Tips:

• Refresh icon: Click to clear and refresh the Column design fields (the design area is reset).

• Delete icon: Removes the currently selected column definition.

• Look Up / Column is only available when the Input Type is a dropdown.

• Use Calendar for date fields, Numeric for amounts, and Autocomplete for long lists to speed data entry.

• Mark often used columns with a Filter to enable quick searching in the sheet.

• Apply Data Restriction when row-level visibility must be tied to a Custom Field (e.g., territory, region).

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).