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

Create a New Sheet

PreviousSplit Book ScreenNextChange Tab Display Order of Sheets

Last updated 3 years ago

To add a new sheet to a previously created book, follow these steps:

  1. Click the "+ (Create New Sheet)" button on the right side of the sheet tab.

  2. Choose "Add Sheet" from the menu.

  1. A dialog named "Create New Sheet" is displayed with a list of available Salesforce objects. Select the object you want to display as a sheet.

    • If you can not find the object you are looking for, you can search by entering keywords in the search box.

  2. Click the "Create" button displayed at the bottom right of the dialog.

If a user is assigned only the "Mashmatrix Sheet User (Read Only)" permission set, the "Create New Sheet" button will be hidden and a new sheet cannot be created.

In addition to creating a normal sheet, you can also create a sheet that interacts with an existing sheet in your book. For details, please refer to .

"Create a Related Sheet"