How can I create a new datasheet?

You have two options:

1. create a new datasheet from a template that you can choose from our library (see below)

2. create an empty datasheet (see below)

 

Can anyone create a new datasheet?

No, not anyone, only administrators can do so.

If a user who is not given access to a particular datasheet, tries to install a datasheet of the same name (e.g. Projects) from template, he or she will only get a new datasheet with no data in it.

 

1. Creating a new datasheet from template

What is a template of a datasheet?

It is a set of pre-defined item details arranged into groups of details, and some pre-defined categories. This ready-to-use structure is what we call a datasheet template. However, it needs to be customized by your admin according to the needs of the organization. Admins can delete item details, create new ones, group them into the group of details, change the type of field of an item detail (from a free text field to checkboxes, to numbers, to date, to tags, etc.), create or delete categories, etc.

Where can I preview the datasheet templates?

Start as if you wanted to create a new datasheet from a template. Just before installing a new datasheet, you will be able to choose from a broad selection of datasheets with a list of item details (sometimes called attributes) that they contain.

How to create a new datasheet from a template?

Step 1. Go to the hamburger menu in the top left-hand corner

Step 2. All the way at the bottom, there is an option to create a new datasheet from template

Step 3. Choose from our selection of datasheet templates. Click on "View" to see what item details are part of the datasheet template.

Step 4. If this is the template that you would like to get, click "Install". To go to the previous step, click "Close".

Your new datasheet will be automatically marked as favorite.

Note that once a new datasheet is created, access rights have to be given to the other users of your OneSoft.

2. How to create an empty datasheet?

None of the templates suits your needs? Create your own from scratch!

Step 1. Go to the hamburger menu in the top left-hand corner

Step 2. Almost all the way on the bottom, there is an option to create an empty datasheet

Step 3. Choose a name for your new datasheet. This is the only field required to create a new datasheet.

You can also go to more settings to make additional settings such as choosing the default color and icon of your datasheet, upload a cover picture, etc. All the settings you make at this stage can be modified later on (see how).

Step 4. Finish by clicking the "Save" button

This is how an empty datasheet looks like:

Your new datasheet will be automatically marked as favorite.

Note that once a new datasheet is created, access rights have to be given to the other users of your OneSoft.

 

 

 

What to do next? How to make settings to my new datasheet?

To see how to customize you new datasheet just the way you need, check out the dedicated article here.

 

How to delete a datasheet?

Step 1. Go to the section for administrators from the top bar (option "administrate", see where)

Step 2. Open the option "Datasheets"

Step 3. Choose the datasheet you would like to delete

Step 4. Click on the three dots icon in the right part of the screen

Step 5. Click on "Delete"

 

Related articles:

What is a category? and How to create categories?

What is an item detail? and How to manage item details?

What is a group of details? and How to manage groups of details?