Create a Card Type Sheet

In Mashmatrix Sheet, in addition to a normal sheet that displays a list of records in a grid table, you can also display a "card" type sheet that displays detailed information about a record.

A card type sheet is a related sheet that is linked to a grid type sheet. In a card type sheet, you can check the contents of the records selected on the source sheet one by one on a card-type screen, and edit them as necessary.

Creating a Card Type Sheet

To create a card type 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.

  1. Select a sheet to be linked from "Source Sheet" [A].

  2. Select "Card" in "Sheet Type" [B].

  3. On the "Card Layout" [C], add fields to be displayed in the card type sheet to the Card View [E] by dragging and dropping entries in Columns in Source Sheet [D].

  4. Click "Create" button to create a new card type sheet.

Details of Card Type Sheet

Depending on the user's operation, the card type sheet will be displayed in two modes (view mode and form mode). The initial state is the browse mode.

Browse Mode

Displays the data of the record in detail format. Each field in the card is displayed in the same data format and style as when it is displayed in a cell on the grid type sheet.

  • From Card Menu [A], a record can be created, edited, or deleted. Selecting "New" and "Edit" will switch to the form mode.

  • Click the edit icon [C] on a field in the card or double-click on the field value to bring up the controls for editing the field value and edit the value inline.

  • Any changes applied to fields in the card type sheet will automatically be applied to the source sheet as well. Conversely, if you have edited and updated fields in the source sheet, they will appear in the card type sheet with the updates applied. The changed field values are indicated by an orange triangle in the upper right corner of the field value [D], just as in the grid type sheet.

  • Using the navigation buttons [D] on the card-type sheet, you can navigate to the previous/next record displayed on the source sheet that is previous/next to the current record. When navigating to previous/next record, the cursor on the source sheet will also move to the previous/next record.

  • If the record contains any changes, Save and Revert buttons [E] will appear in the footer. Pressing the Save button saves the changes to the record. The Revert button discards all changes applied to the record and restores the data to the state it was at the time it was loaded.

Form Mode

Displays the data of a record in a form that can be edited directly by form input.

  • Edit each field value directly from the form input [A] in the card.

  • Clicking the Save button [B] saves the data entered or changed in the form into a record. After successful saving, it switches to browse mode and displays the saved record.

  • Pressing the Cancel button discards the changes applied to the record and switches to the browse mode.

Notes on Card Type Sheet

  • Operations that are not allowed on the source sheet (such as creating new records, updating, and deleting) will not be allowed on the linked card type sheet. In addition, if editing is not permitted in a column of the source sheet, the field in the card corresponding to the same column cannot be edited either.

Last updated