Sheet Component
Last updated
Last updated
In the Lightning Experience environment, you can use the "Sheet component", which allows you to place your created sheet as a screen component in a page. This makes it possible to use the interface for viewing and editing records in Mashmatrix Sheet on the home screen or record detail page.
To place a Sheet component in a Lightning page, follow the steps below.
Check and note down the book ID and/or sheet ID from the settings of the book or sheet you want to place in the page.
Go to the Lightning Application Builder and open the page where you want to place the Sheet component.
Find "Mashmatrix Sheet" in the component list on the left side of the screen, and drag and drop the component onto the area of the page.
With the dropped component selected, enter the ID you wrote down earlier as "Book ID" in the property settings on the right.
If you want to display only a specific sheet in the book, enter the sheet ID you just noted as "Sheet ID".
If you want to specify the height of the component, enter the height in "Height" field. The Height field accepts number with unit, which is the format used in CSS. Supported units are px, em, rem, %, vh, and vw. If the unit is omitted, it will be treated as px (pixels).
If necessary, enter a title for the component header in "Title".
When placing a Sheet component on a record page, in order to ensure that only items related to the record are displayed in the sheet, the sheet to be placed must be properly filtered beforehand.
To set up a filter so that only items related to the record are displayed, follow the steps below.
Add a column to the sheet with a reference ID field that refers to the object of the record page.
Select "Filter" from the column menu of the column added in 1).
In the Filter Settings dialog, click the "Select Reference Value" button to the right of the filter value input box to display the Select Reference Value dialog.
Select "Context Record ID" as the reference type from the dialog, and apply the filter.
If necessary, set the column added in 1) to be hidden.
For example, if you want to place an Opportunity sheet on the customer record page, add a "Account ID" field as a column to the Opportunity sheet. Select "Context Record ID" as the reference value in the filter settings of the added "Account ID" column.
When creating new records in the Sheet component placed in the record page, the ID of the currently displayed record will be automatically set to the new records if both of the following are satisfied.
The reference ID field in the column where the filter is set is a field that directly belongs to the primary object displayed in the sheet.
For example, when a sheet that lists Cases is displayed on the Account record page, a filter on the "Account ID" field will be applied, but filters on the "Account > Account ID" field or the "Parent Case > Account ID" field will not be applied.
The reference ID field in the column where the filter is set is editable.
