Options for a Published Datasheet
Last updated
Last updated
The user can publish a Data Sheet by clicking the Publish icon from the Data Center module.
Navigate to the Data Sheets list using the Data Center module.
Select a Data Sheet from the Data Sheets list (E.g., Sample Data Sheet in the following image).
Click the Publish icon for the selected Data Sheet.
The Publish Datasheet drawer opens.
Select either the User or User group tab to share the published Data Sheet (Use the Exclude User tab to exclude any user from the rights to access a data sheet).
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.
The Data Sheet will be added at the top of the Data Sheets list.
The selected Data Sheet gets published in the My Documents space of all the selected user(s).
The user also receives a mail notification (as displayed below) for the published Datasheet.
The Datasheet opens in the new tab.
Select the Properties option from the context menu.
The Properties window appears with four options:
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.
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.
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).
Please Note: A notification mail is sent to the users on their registered mail IDs to whom the concerned Datasheet has been shared either using the Share with User option or the Share with Group option.
The Selected User(s) will be excluded from the rights 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.
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.
Select the Add to Favorite option from the context menu.
A message appears to ensure the success of the action.
Open the Favorites section.
The selected datasheet 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 which has been added to the Favorites.
Click the Remove from Favorites option appears.
The Datasheet gets removed from the Favorites, and a notification message states the same.
Administrators can move a Datasheet from one folder or document space (E.g. My Documents) 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 users get redirected to the next screen displaying the selected folder name at the top.
Click the Save option.
A notification message appears.
The Datasheet gets moved to the selected space or the folder under a space.
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.
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 Sample gets a new name, Copy of Data Sheet Sample as shown in the following image:
Click the Save option.
The datasheet gets copied to the selected space with the new name.
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.
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.
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.
Select the Open in New Tab option using the Context menu.
Please Note: Click the Stop Schedule icon to stop the scheduled Report Burst action.
