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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.

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Prerequisites:

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

  • Permission to edit Data Sheets.

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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.

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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.

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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.