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Basic Operations of Worksheet

Below are basic operations in a worksheet.

  1. Edit a worksheet
  2. Modify name, icon and record name
  3. Copy/Delete/Restore a worksheet
  4. Move a worksheet
  5. Sort/Hide a worksheet
  6. Set groups
  7. Expand/Collapse sidebar

1. Edit Worksheet​

Click [ Edit form] to enter the design page where you can add or edit fields.

How to edit worksheets

2. Modify Name/Icon/Record Name/Description​

  • Record name

    The default name for each row of data in a worksheet is Record. You can customize the name according to your business object. For example, in the worksheet Task, a record is a task, thus you can change the record name to Task.

3. Copy/Delete/Restore Worksheet​

3.1 Copy Worksheet​

  • Operation:

    If the worksheet is associated with other worksheets, you can choose which associated fields are copied.

  • What is not copied

    • Data in each record of the worksheet is not copied.
    • Discussions and logs in the worksheet are not copied.

3.2 Delete/Restore Worksheet​

Only App Admins have permissions to delete and restore worksheets.

  • Delete Worksheet

  • Restore Worksheet

    • Worksheets that have been completely deleted cannot be restored.

    • Deleted worksheets can be restored within 60 days, and those deleted for over 60 days are automatically deleted completely.

    • If a worksheet is restored, its structure, such as the association with other worksheets is also restored.

4. Move Worksheet​

You can move a worksheet to another group in this application or to another application in the organization. If moving a worksheet to another application, you must be the App Admin or developer of the other application.

5. Sort/Hide Worksheet​

  • Sort Worksheet

    In the navigation list, drag the worksheets up and down to re-order them.

  • Hide Worksheet

    Some worksheet is only used in association fields, so they do not need to appear in the left navigationthus, you can hide it in the sidebar.

6. Set Groups​

When there are multiple worksheets in the application, you can create groups to manage them. The groups will be displayed at the top navigation of the application, so that you can switch between worksheets quickly.

More details about grouping

7. Hide/Expand Navigation Sidebar​

  • Expand/Collapse

  • Dispaly/Hide

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