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 10,000 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

    • Download Records - Allows to download the records in the sheet as CSV file

  • [D] 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.

  • [E] 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.

  • [F] 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.

  • [G] 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.

  • [H] 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.

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