Create a Related Sheet

With Mashmatrix Sheet, it is possible to create a related sheet whose display is updated in conjunction with the record selected on a certain sheet. This makes it possible to work while simultaneously displaying multiple information such as related lists.

To create a related sheet, follow the steps below.

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

  2. Choose "Add Sheet" from the menu.

  3. The "Create Related Sheet" dialog will be displayed.

Create from Related List

A related sheet can be created from a related list of the object displayed on an existing sheet.

  1. Select a sheet to be linked from "Source Sheet" [A]. The Related List tab displays a list of related lists for the objects in this source sheet.

  2. Leave the "Sheet Type" [B] at the default "Grid".

  3. In the "Related List" tab of the "Data Source of Related Sheet" [C], it displays the related list entries of the object on the source sheet, so select the entry you want to display as the related sheet.

  4. If the screen of the book is not split, specify the area where you want to add a related sheet from "Add to" [C]. You can specify "Bottom" or "Right".

  5. Press the "Create" button to create a related sheet.

If the book screen is not split, it will automatically split into "With Bottom Footer" layout when a related sheet is added, and the related sheet you created is placed in the footer area. If the book screen has already been split, the created related sheet will be added to the area where the clicked "+ (Create New Sheet)" button is located. Please refer to "Split Book Screen" for information on splitting a book's screen.

Create Custom Related Sheet

With related sheets, it is possible to link any object, not just the objects in the original sheet's related list. Click the "Custom Relation" tab to create a related sheet other than the related list.

  1. In "Source Sheet" [A], select the sheet to be linked from.

  2. Leave the "Sheet Type" [B] at the default "Grid".

  3. In "Object in Related Sheet" [C], select an object that you want to display as a related sheet.

  4. In "Matching Field in Related Sheet" [D], select a field from the fields of the object selected in "Object in Related Sheet", which accepts the filter for the relation.

  5. In "Matching Type" [E], select how you want to match the filter.

    • Equals to - The related sheet automatically filters and displays records that match the value of the target record in the source sheet. If there is more than one target record, records that match one of the record values will be displayed.

    • Not equals to - The related sheet automatically filters and displays records that DON'T match the value of the target record in the source sheet. If there is more than one target record, records that don't match any of the record values will be displayed.

  6. In "Key Column in Source Sheet" [F] , select a column in the source sheet that will be used as a key for the linkage. The value in this column becomes the search key for the filter.

  7. In "Use Keys in" [G], specify the scope of records that will be used as a key of linkage.

    • Selected Records - The related sheet uses the value of the selected records in the source sheet as key. The selected records are either the records on which the cursor is located or the records selected by the record selection checkbox.

    • All Records in Sheet - The related sheet uses the values of all the records loaded in the source sheet as key.

  8. Press the "Create" button to create a related sheet.

Behavior of Related Sheet

In the added related sheet, records are filtered and only displayed which relates to the selected record on the source sheet. Also, if you change the record selection of the source sheet, you can see that the display in the related sheet will be updated.

Automatic Association of New Records to Parent Records

In related sheets created from related lists, when adding new records, the records selected in the source sheet are automatically set as parent records in the reference relationship.

In custom related sheets, when all of the following conditions are met, the record ID displayed in the column specified by "Key Column in Source Sheet" is automatically set to the "Matching Field in Related Sheet" to establish the association:

  • The "Matching Field in Related Sheet" is a reference ID field, and that reference ID field is a field that directly belongs to the main object displayed in the related sheet

  • "Equals to" is selected as the "Matching Type"

  • The column specified in "Key Column in Source Sheet" is a column that displays record IDs

  • "Selected Records" is set as the "Use Keys in"

When no records are selected in the source sheet, or when multiple records are selected by record selection checkboxes, automatic parent record association will not be performed for added new records.

Card-Type Related Sheet

Related sheets include "Grid" sheets that display a list of records related to the original sheet records, and "Card" sheets that display detailed information of the original sheet records.

You can create a sheet that displays records in card format as a related sheet. For details, please refer to "Creating Card-Type Sheets".

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