Application Overview

In this chapter, we will outline the items necessary before using Mashmatrix Sheet application.

Book / Sheet

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 screen that lists Salesforce data, usually in tabular style. 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.

Screen and Component Elements

Mashmatrix Sheet consists of the following screens and component elements.

Structure of Application Screen

1. Sidebar – Collapsible panel that includes global menu and navigation menu

2. Main Contents – A screen area to draw the main content such as book information, sheet tab, sheet data

Structure of Sidebar

1. Application Menu – Displays menus such as application information and settings

2. Sidebar Toggle – Expands/collapses the sidebar

3. 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

4. Folder – Displays books in a collection. It expands/collapses on click to show/hide the list of the content books

5. Book – Displays book's name

6. Book Menu – A menu for performing various settings and operations on the book

7. New Book Button – A button to create a new book

Structure of Main Contents

1. Book Header – Header area that displays book information

2. Book Name – Displays the name of the currently displayed book. You can edit the name directly with double click

3. Book Menu – A menu for performing various settings and operations on the currently displayed book

4. Maximize Button – A button for displaying application in full screen (valid only for Salesforce Classic)

5. Sheet – A screen area that lists data in tabular form

6. Sheet Tab – A tab on which the title of the sheet is displayed. You can switch active sheets by clicking them

7. Sheet Menu – A menu included in the sheet tab, for performing various settings and operations on the sheet

8. New Sheet Button – Adds a new sheet as a tab to the current book

9. Column Header – The area which displays the labels and menus of the columns in the sheet

10. Column Label – Displays the name of the column in the sheet

11. Column Header Menu – Menus for performing various settings and operations on columns in the sheet

12. Record – The data stored in Salesforce. It is displayed as a row in the table in the sheet.

13. Cell – The area where the rows and columns of the table in the sheet intersect. Display the value of the record

14. Record Selection Checkbox – Checkboxes for selecting listed records

15. Sheet Footer – Footer area that displays sheet information, status and various buttons

16. Page Move Button – Moves the page to be displayed when the records are displayed across multiple pages in the sheet

17. Reload Button – Reload the information of the records displayed in the sheet from Salesforce

18. Action Button – Buttons are displayed to perform various actions to the record in the sheet