Sheet Setting - Options
In the “Options” tab you can view and change additional configuration information about the sheet.
[A] Max Fetch Record Num – Sets the maximum number of records retrieved from the Salesforce server. The default value is 2,000. It is possible to set up to retrieve up to 20,000 records.
[B] Batch Size in Saving Records – Specifies the number of records that can be included in one request when saving records in Salesforce. If the number of records to be stored is larger than the batch size, it will be divided into multiple requests. The default value is 2,000. You can set up a minimum of 1 to a maximum of 10,000 records.
[C] Allowed Operation – Allows / disallows various operations on the sheet
Create New Record - Allows to create new records from sheet screen. If you set this operation unchecked, the link "Add New Record" at the bottom of the sheet will not be displayed. Additionally you cannot copy and paste to duplicate records.
Update Records - Allows to edit/update data in the sheet screen.
Delete Records - Allows to delete records in the sheet screen. When this operation is not permitted, the "Delete Record" action button and DELETE key record deletion operations will fail.
Download Records - Allows to download the records in the sheet as CSV file. When this operation is not permitted, if a download action button is placed, an error will be displayed during CSV download.
Bulk-Copy to Clipboard - Allows copy operations to be executed for records exceeding a specified threshold count. When this operation is not permitted, copying record data or selected range data to the clipboard via shortcut keys or right-click for more than the specified number will display an error and copy will fail. The record count threshold treated as bulk copy can be changed from "Organization Configuration" in the administration console.
[D] Change Operation Options – Display a dialog to specify detailed settings (restrictions) for permitted operations. Within the dialog, you can specify the maximum number of records that can be processed in one operation for each operation (default is no limit). Operations with maximum values set will have a "(Limit: N records)" message appended next to the label. When a maximum value is set for an operation, if users attempt to perform bulk operations on more records than the limit from the sheet, an error will be displayed on the screen.
[E] Lock – Lock settings of the sheet and contained elements
Lock Column Change - Prohibits changes such as addition / deletion of columns, change of column label, change of setting etc for columns in the sheet. Note that sorting and filtering can be changed from the column menu even if the lock is applied.
[F] View – Change the settings for the views of the sheet. See "Configure Views" for details.
Enable View Switch - Enable to save settings related to the sheet's view conditions as "View" and switch them from the pulldown.
Allow to Create Private View - Allow users other than the owner of the book to create view sets that are visible only to themselves. This option setting can be checked only when "Enable View Switch" is checked.
[G] Form – Change settings about a search form. For more information, see "Configure Search Form".
Enable Search Form - Allows to place form input elements for search on the toolbar, allowing users to search for records in the sheet.
Allow Users to Customize Form - Sets whether users other than the book owner are allowed to add, edit, or delete form elements when they view the sheet. This customization is usually temporary, but if you have enabled to create private views, users can save the customization results as part of the view.
[H] Coloring – Change settings about record colors. For details, refer to "Changing Record Colors".
Enable Coloring for Individual Records - Allow setting and displaying individual text color/background color for records within the sheet.
Allow Users to Change Colors - Allow users other than the book owner to change colors of displayed records when accessing the sheet.
Enable Filtering by Record Color - Enables filtering to display only records that match based on the text color and background color of displayed records. When this option is enabled, you can check and modify color filters in the "Filter" tab of sheet settings. Additionally, a menu for setting color filters is added to the toolbar at the top of the sheet.
[I] Rendering – Change settings about rendering of the sheet.
Enable Lazy Rendering during Scroll - Delays rendering of hidden areas when scrolling the sheet. Enabling this will improve performance when rendering a sheet that contains a large number of columns or rows, but may occasionally cause the screen to flicker when scrolling.
[J] Footer – Change settings about the footer of the sheet.
Automatically Hide and Show the Footer - Hide the footer of a sheet usually, and pop it up to display only when the mouse is over the bottom of the sheet. This is useful when you want to make full use of the vertical screen size to display data.
Notice on Allowed Operation Settings in Sheet
Even when operations are permitted in the sheet settings, if the corresponding operation is not permitted in the Salesforce object access permission settings or the administration console's access control settings, the operation will behave as not permitted in the actual sheet. In such cases, the operation permission checkboxes in the sheet settings screen will display a warning icon with the message "Operation permit is not applied because the operation is restricted by the object's permission settings."
The operation permission settings (including limit value settings) in sheet settings work in combination with the operation permission settings on the access control page of the administration console. For example, even if new record creation is unconditionally permitted in the sheet settings, if the access control setting in the administration console has a limit of 100 records for new record creation, users can only create up to 100 records at once from that sheet. Conversely, even if the access control setting in the administration console permits new record creation up to 100 records, if the sheet settings permit new record creation with an upper limit of 10 records, users can only create up to 10 records at once from that sheet.
The "Bulk-Copy to Clipboard" operation applies to copy operations for a number of records equal to or greater than the "Record count requiring bulk copy permission" threshold specified on the organization configuration page of the administration console. Therefore, regardless of operation permissions and limit settings in sheet settings or operation permissions and limit settings on the access control page of the administration console, copy operations up to this threshold number of records are always permitted unconditionally.
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