Change Card Type Sheet Setting

In a card type sheet, unlike a normal grid type sheet, you can see and change the settings related to the card display.

To check or change the settings of a sheet, follow these steps:

1. Click the sheet menu and select "Setting".

2. The edit sheet setting dialog is displayed. Four tabs of "Basic", "Options", "Filter", and "Actions" are displayed in the dialog

The "Options" and "Layout" tabs will be hidden for users other than the owner of the book.

Basic

In the “Basic” tab, you can view and change basic information of the sheet.

• [A] Title – Set the title displayed on the tab of the sheet.

• [B] Book ID – Display ID value of book (read only).

• [C] Sheet ID – Displays the ID value of the sheet (read only).

• [D] Sheet Type – Displays the type of the sheet. Usually displayed as "Grid". (read only).

• [E] Object – Displays the name and API reference name of the Salesforce objects linked to the sheet (read only).

• [E] Source Sheet – Displays the title and sheet ID of the sheet that the card type sheet is linked to (read only).

Options

In the “Options” tab you can view and change additional configuration information about the sheet.

• [A] Allowed Operation – Allows / disallows various operations on the sheet

  • Create New Record - Allows to create a new record from the card sheet menu.

  • Update Record - Allows to edit/update data in the card sheet.

  • Delete Record - Allows to delete the record in the card sheet.

• [B] Navigation – Sets behavior related to navigation of the record in the card.

  • Enable Record Navigation – Allows navigation of records by arrow buttons that appear in the footer of the sheet.

If there are operations that are not allowed in the source sheet, the checkbox for each operation will be disabled in the card type sheet setting.

Layout

In "Layout" tab, you can specify the displaying contents of the card sheet.

• [A] Section Header – A collapsible section header is created at a specified position by dragging and dropping it into the card view. Card fields placed from the section header to the next section header will be the target of the section collapsing.

• [B] Columns in Source Sheet – A list of the columns shown in the source sheet will be displayed. By dragging and dropping a column, it will be added to the Card View as a card field at the specified position.

• [C] Card View – Lists in order the fields and sections to be displayed in the card. The order of fields and sections can be rearranged by dragging and dropping.

• [D] Card Item Menu – This is a menu to control the items to be displayed in the card. You can edit the label of the item or delete it from the layout.

• [E] Card View Menu – If you select "Reset to Default Layout", only the columns that are set to visible in the source sheet will be selected as card fields in the card view.