Mashmatrix Sheet
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  • 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
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  1. Functions about Books / Sheets

Configure Views

PreviousChange Card Type Sheet SettingNextConfigure Search Form

Last updated 3 years ago

By enabling "View" feature of the sheet, it is possible to save sets of view conditions (such as column order, width, format, sort, filters) as "View", and switch to them at any time you want.

To enable the "View" feature, follow the procedure below.

  1. Select "Setting" from the sheet menu.

  2. "Edit Sheet Setting" dialog is displayed.

  3. Click the "Options" tab.

  4. Check "Enable View Switch".

  5. Click the "Save" button at the bottom of the dialog.

When the view switching feature is enabled, a toolbar is displayed at the top of the sheet as shown in the next fiture.

  • [A] View Switch Pulldown – Switch the view conditions of the sheet from previously saved sets. If you change view conditions after selecting a saved view set, the label "(Modified)" is added to the view name.

  • [B] Reset Modifications of View – Reset the view conditions to the setting of the last saved view.

  • [C] Save View – Reflect and save the current view conditions of the sheet to the view set (Only book owners can save the change if the view is public).

  • [D] Save as New View – Create and save a new view set, based on the current view conditions of the sheet,

  • [E] Rename View – Change the name of the currently selected view set. (You can change the name of the public view only by the book owner).

  • [F] Make View Private – Set the currently selected view to Public or Private View (Changing view to public/private is possible only by the book owner).

  • [G] Delete View – Delete the currently selected view set (Only book owners can delete if the view is public).

Public View and Private View

There are "Public" and "Private" views in the views of the sheet.

"Public" view is a view that is selectable in the view switch pulldown from all users who can access the book. Only the book owner can change a view as public.

"Private" view is a view that can be set and selected only by the user who is currently viewing the sheet.

If you are the owner of the book, you can create views at any time, and you can set them as public if necessary. Public views are shared to other users according to the sharing setting of the book.

For general users other than the book owner, it is possible to create a private view only if "Allow to Create Private View" is enabled in the sheet's option setting.