In this chapter, we will outline the items necessary before using Mashmatrix Sheet application.
In the Mashmatrix Sheet application, users can create and view tabular list screens using "book" and "sheet" management units.
"Book" is for managing the collection of sheets which are tabular list screens, which is equivalent to Excel workbook in Excel. After you install the Mashmatrix Sheet application, you need to create this book first. Also, when sharing the created list screen to other users in the organization, you can change sharing settings for each book.
"Sheet" is a tabular list screen for displaying Salesforce data. It is included as a tab in the book. Like Excel, you can place multiple sheets in one book. Switching of active sheets can be done by clicking the tab.
Mashmatrix Sheet consists of the following screens and component elements.
Sidebar – Collapsible panel that includes global menu and navigation menu
Main Contents – A screen area to draw the main content such as book information, sheet tab, sheet data
Application Menu – Displays menus such as application information and settings
Sidebar Toggle – Expands/collapses the sidebar
Navigation menu – Displays a list of books created by you or a list of published books in tree format in the folder. It is used to switch books displayed on the screen
Folder – Displays books in a collection. It expands/collapses on click to show/hide the list of the content books
Book – Displays book's name
Book Menu – A menu for performing various settings and operations on the book
New Book Button – A button to create a new book
Book Header – Header area that displays book information
Book Name – Displays the name of the currently displayed book. You can edit the name directly with double click
Book Menu – A menu for performing various settings and operations on the currently displayed book
Maximize Button – A button for displaying application in full screen (valid only for Salesforce Classic)
Sheet – A screen area that lists data in tabular form
Sheet Tab – A tab on which the title of the sheet is displayed. You can switch active sheets by clicking them
Sheet Menu – A menu included in the sheet tab, for performing various settings and operations on the sheet
New Sheet Button – Adds a new sheet as a tab to the current book
Column Header – The area which displays the labels and menus of the columns in the sheet
Column Label – Displays the name of the column in the sheet
Column Header Menu – Menus for performing various settings and operations on columns in the sheet
Record – The data stored in Salesforce. It is displayed as a row in the table in the sheet.
Cell – The area where the rows and columns of the table in the sheet intersect. Display the value of the record
Record Selection Checkbox – Checkboxes for selecting listed records
Sheet Footer – Footer area that displays sheet information, status and various buttons
Page Move Button – Moves the page to be displayed when the records are displayed across multiple pages in the sheet
Reload Button – Reload the information of the records displayed in the sheet from Salesforce
Action Button – Buttons are displayed to perform various actions to the record in the sheet