Mashmatrix Sheet
English
English
  • Mashmatrix Sheet User Guide
  • Introduction
  • Application Overview
  • Basic Usage
  • Functions about Books / Sheets
    • Create a New Book
    • Change Book Setting
    • Duplicate Book
    • Delete Book
    • Open Book in New Tab
    • Change Book Sharing Folder
    • Split Book Screen
    • Create a New Sheet
    • Change Tab Display Order of Sheets
    • Change Sheet Setting
      • Sheet Setting - Basic
      • Sheet Setting - Options
      • Sheet Setting - Filter
      • Sheet Setting - Actions
    • Maximize Sheet
    • Duplicate Sheet
    • Delete Sheet
    • Create a Related Sheet
    • Create a Card Type Sheet
    • Change Card Type Sheet Setting
    • Configure Views
    • Configure Search Form
  • Functions about Displaying Data
    • Change Columns Order
    • Change Column Width / Height
    • Fix Column from Scrolling
    • Sort
    • Filter
    • Change Column Setting
      • Column Setting - Basic Property
      • Column Setting - Options
      • Column Setting - Format
    • Show / Hide Column
    • Add Column
    • Delete Column
    • Group Column Headers
    • Summary Row
    • Formula
    • Function
      • Salesforce Compatible Functions
      • Aggregation Functions
      • Other Extension Functions
    • Reference Value
    • Navigate Pages and Reload Records
  • Functions about Editing Data
    • Edit / Save Displayed Data
    • Copy & Paste Values
    • Create a New Record
    • Duplicate Records
    • Delete Records
    • Lookup Search
  • Functions about Actions
    • Action Button
    • Standard Actions
    • Marketing Actions
    • Custom Actions
    • Approval Request Actions
  • Functions for Advanced Usage
    • Time-Series Matrix Transformation
      • Overview
      • Add Matrix Column
      • Change Matrix Column Setting
      • Show / Hide Column
      • Add Child Column
      • Delete Child Column
      • Format
      • Matrix Column and Formula
      • Limitations
  • Settings for Admin
    • Assign License
    • Grant Permission Set
    • Administration Console
    • Organization-Level Configuration
  • Customization
    • Access Sheet Directly with URL
    • Sheet Component
    • Embed Sheet in Layout using Visualforce
    • Using Sheet Component in Visualforce
    • JavaScript API
    • Launching Custom Apex / Visualforce
    • Launching Flow
    • Using in Experience Cloud
Powered by GitBook
On this page
  1. Functions about Books / Sheets

Change Book Sharing Folder

By specifying a folder as a shared destination of the book, the book and included sheets can be viewed by other members in Salesforce.

To change the sharing folder for a book, follow these steps:

  1. On the right side of the book header, click to the right of "Share to" label and choose "Change Sharing Folder" menu item.

  2. Since the "Change Sharing Folder" dialog is displayed, select a sharing folder of the book and change the destination. By default, the following two folders can be selected as sharing destinations.

    • Private - Books in this folder can be accessed only from book owners

    • Organization - Books in this folder can be accessed from all internal users in the Salesforce organization

  3. If you want to add a new sharing folder in addition to the above, click the "Create New folder" link then "Create Folder" dialog will be displayed.

  4. Enter the name of the folder you want to create, add the appropriate groups / roles to the "Shared to Groups / Roles" list, and press the "Create" button.

  5. Again the "Change Sharing Folder" dialog is displayed, so select the newly created folder and click the "Apply" button.

  6. Make sure that a new folder has been created in the navigation menu and that the book has moved into the folder.

PreviousOpen Book in New TabNextSplit Book Screen

Last updated 3 years ago