Using in Experience Cloud

Mashmatrix Sheet is also supported for use on Experience Cloud. The supported Experience Cloud user license types are as follows:

• Partner Community

• Customer Community Plus

• Customer Community

Setup Procedure

Assign Licenses

Partner and customer users who log into the site must be assigned a valid license for Mashmatrix Sheet in advance. The procedure for assigning licenses to partner or customer users is the same as for regular users. For details, please refer to "Assign License".

Grant Permission Set

Partner and customer users who log in to the site must be granted a Mashmatrix Sheet permission set. Permission sets that can be assigned are as follows:

Partner Community User

• Mashmatrix Sheet User (Read Only)

Customer Community / Customer Community Plus User

• Mashmatrix Sheet User (Customer)

If the site supports self-registration, the assignment of Mashmatrix Sheet licenses and permission sets must also be dynamic, since the users who log into the site are created dynamically. This often requires integrations like writing Apex code.

Create and Share Books

Create books in advance for use by Experience Cloud users accessing the site.

Create a dedicated folder to share the book with the Experience Cloud site. Include roles or public groups that site users belong to in the folder's sharing target.

This sharing setting is only valid for Partner Community or Customer Community Plus users. In order to share with Customer Community users, see "Publishing to Customer Community users". To share with Customer Community users, see "Publish to Customer Community Users".

Place on the Site

To use Mashmatrix Sheet with Experience Cloud, you must place a Mashmatrix Sheet screen on your community site using Experience Builder. There are two types of screens that can be placed on the site: Mashmatrix Sheet application and specific book/sheet.

Use the entire Mashmatrix Sheet application

By placing the entire Mashmatrix Sheet application on the site, users logged into the site can freely switch between published books by selecting them from the navigation menu.

1. In Experience Builder, select "Visualforce Page" from the component list and drag and drop it into the content area of the site.

2. Select the dropped Visualforce Page component and choose "Mashmatrix Sheet App" as the "Visualforce Page Name" from the Properties panel.

3. Enter an appropriate height value (recommended 800 or higher) for the height property.

4. Publish the site.

The contents of the Mashmatrix Sheet application may appear corrupted in the preview on Experience Builder, but this will not affect the published site.

Use specific book/sheet

If you have predetermined Mashmatrix Sheet book and sheets to be used by logged-in users of your site, you can freely place specific book and sheets within your site using Sheet Component.

1. Check and memo the book ID and sheet ID from the book settings of the book or the sheet settings of the sheet you wish to place on the site.

2. In Experience Builder, select "Mashmatrix Sheet" from the list of components and drag and drop it into the content area of the site page.

3. Select the dropped Mashmatrix Sheet component and enter the book ID of the book you wish to place on the site as "Book ID" from the properties panel. If you wish to display only a specific sheet in the book, enter the sheet ID in the "Sheet ID" field.

4. Enter an appropriate value for "Height" as the height of the component.

5. Publish the site.

Publish to Customer Community Users

To make books created in Mashmatrix Sheet available to Customer Community users on the Experience Cloud site, control them using Share Sets, rather than sharing them through the folder's share settings. Follow the steps below.

1. Create and display a sheet in Mashmatrix Sheet that lists the records in the "Mashmatrix Book Folder" object. Make sure the sheet contains an "Account" column, and if not, add one.

2. Identify the folder record containing the book you want to share on the site, and set the value of the "Account" column of the record to the account to which the community user belongs.

3. Create a sharing set from "Setup" > "Feature Settings" > "Digital Experience" > "Settings".

4. Specify the profile to which the target customer user belongs.

5. Select "Mashmatrix Book Folder" and "Mashmatrix Book" objects

6. In Configure Access section, set the access rights for "Mashmatrix Book Folder" and "Mashmatrix Book" as follows:

   • Access Mappings for Mashmatrix Book Folder

     • User: Account

     • Target Mashmatrix Book Folder: msmxSheet__Account__c

     • Access Level: Read Only

   • Access Mappings for Mashmatrix Book

     • User: Account

     • Target Mashmatrix Book: msmxSheet__Folder__c.msmxSheet__Account__c

     • Access Level: Read Only

Notices

Access to the book from the list view of the Mashmatrix Book and Mashmatrix Sheet objects is not supported. Please place the Mashmatrix Sheet App page on the site.