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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.

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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.

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

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Configuring a New Data Sheet

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Header details

  • Data Sheet Name: Provide a name for the Data Sheet.

  • Description: Add description for the Data Sheet (Optional).

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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.

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Repeat until all required columns are added.

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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.

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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).

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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).