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Manage / administrate datasheets

  • Datasheet: settings

    In this article, you will find the full list of available settings for your datasheets. Click on a heading to go to the selected chapter: 1. Structure components 2. Visuals and texts 3. Functionnalities 4. Restrict users'... read article

  • Datasheet: create, delete

    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... read article

  • Item details: create, modify, deactivate

    Only administrators have the right to found, modify and deactivate item details. 1. How to create an item detail? Open any item of the datasheet to which you would like to add an item detail. Scroll the page all the way down... read article

  • Item details: special formats

    There are three formats of details classified as "special details" that deserve a closer look: List Table Connection Multi list List Description: users will only be able to choose from a list of pre-defined... read article

  • Groups of details: create, edit, delete

    What is a group of details and why to use it? See the dedicated article here. How to create and manage groups of details? There are two ways of creating a new group of details. If you are creating a new item detail... read article

  • Group of details: show only for items of a specific category

    In order to differenciate the structure of recorded item details for different items within one datasheet, it is necessary to make use of categories of items (read more about categories) and of groups of details (read more about groups... read article

  • Category: settings

    Read: What are categories and why to use them? How to arrange items into categories? If you are creating a new item, check out this article. If you would like to assign a category to an already existing item, see Case 1 in this... read article

  • New items - settings. Structure, categories, item title

    What are the two types of item structuring in a datasheet? There are two types: Unstructured datasheet: Keep your structure simple and clear and let all your items appear on the same level of hierarchy (there are no folders, no... read article

  • Events and Meeting Minutes: activation and settings

    Events and meeting minutes allow users to keep records on their activities concerning a certain item. It can be meeting minutes, a record of a phone call, a record of a repair of property or maintenance. Users can also attach related... read article

  • Risk matrix: activation and settings

    Risk chart can be displayed on the dashboard of Risks datasheet. How to display risk matrix on the datasheet dashboard? In order to display risk matrix on the datasheet dashboard, it is necessary to activate the... read article

  • Graphs on dashboards: settings

    The graphs on the datasheet dashboard can be easily adapted to your companie's needs. As an administrator, you can create / define as many graphs as you need. Once the graphs are defined in the datasheet settings, users will be able... read article

  • Automatic code for new items

    What is an automatic code? If you need to allot an automatic code to every new item in a datasheet, this is the right thing to do. What formats of the automatic code are supported? serial... read article

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  • Mandatory detail

    Turn on required fields Do you want a detail to be filled during a creation of a record mandatorily? For example you want your employee to also fill in apart from their name their phone number and email. Turn on the „Required field“... read article

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