Creating a New Data Sheet
Last updated
Last updated
Check out the given walk-through on how to create a Data Sheet.
Navigate to the homepage of the Data Center module.
Click the Data Sheet option from the New context menu.
The Data Sheet Connector page opens.
Provide a name for the Data Sheet.
Provide the following information:
Column Name: Provide column names as per the data source.
Input Type: Select an option out of the provided choices. (text/numeric/dropdown/autocomplete/checkbox/radio/calendar).
Look Up: This option is enabled only when the input type is dropdown. In this option, we select the datasheet whose value has to be listed in the dropdown.
Column: This option is enabled only when the input type is dropdown. In this option, we select the column of the datasheet (selected in Look Up) whose value has to be listed in the dropdown field.
Data Restriction: Defined Custom Fields get listed in the drop-down menu.
Filter: Enable the filter by putting a checkmark in the given box.
Add/Update: To add a new column/ Modify an existing column.
Delete: To remove the added Column in the Data Sheet.
By clicking the Add/Update option a new column gets added/to an existing column gets updated based on the entered details under the Data Sheet Preview space as displayed in the given image.
The Save option gets enabled which the user can click to save the Data Sheet.
A success message appears.
The newly created Data Sheet gets added to the Data Sheets list.
Please Note:
Click the Refresh icon to refresh the Column design fields. The data in the design area gets cleared.
Click the Delete icon to delete the selected column.
