Column Setting - Options

On the Options tab, you can change additional configuration information about columns.

Editor Setting

• [A] Set the cells to be editable – Set whether to make the field editable by double-clicking the cell in the column. This checkbox can not be used if the corresponding field itself is not editable (read only) or in the object following two or more levels of relationship.

Auto Fill

• [A] Auto Fill – If you want to automatically fill in values in cells when creating or updating records, you can define a formula to specify the values to be automatically filled in. You can use Formula Editor to specify the formula. See "Writing a Formula using Formula Editor" for more information about the Formula Editor.

• [B] Population Timing - Check and specify at what point in time the auto-fill formula is evaluated and filling is performed.

  • On Create – Auto-filling is executed at the time a record is newly inserted into the sheet.

  • On Update – Auto-filling is performed at the time the value of a record is edited and changed on the sheet.

Additional Settings by Field Data Type

Additional option setting form fields are displayed depending on the Salesforce field data type contained in the column.

Picklist Editor Setting

If the Salesforce field contained in the column is a picklist field, Picklist Editor Setting section will be displayed.

• [A] Picklist Options – Display list of selectable options as picklist

• [B] Edit Options - Open a dialog for overwriting picklist options

In the Edit Picklist Options dialog, you can customize display label and its value for each options. Normally the entries in this list reflect the picklist values defined in Salesforce.

• [A] Add Option – Add a new input line of option entry

• [B] Sync Options – Reflect the latest picklist information defined in Salesforce as options. As a result, newly added/customized entries will be lost.

• [A] Auto-sync Picklist Options – If checked, it will automatically synchronize the options from the most recent picklist information defined in Salesforce when the book is initially displayed. This means that any customized options you have added/edited will be lost. Unchecking the box allows you to customize the options.

• [B] Add Option – Add a new option input row. (Enabled only when "Auto-sync Picklist Options" is unchecked)

Lookup Editor Setting

If the Salesforce field contained in the column is a reference field, Lookup Editor Setting section will be displayed.

• [A] Lookup Target Datasource – If the reference field is polymorphic, that is, a relation with an association to more than one object, specify the default object to lookup for the reference record. The target can be switched while editing data in lookup editor

• [B] Lookup Name Field - Select a field to be displayed as a name of reference record from the fields in the target datasource object. By default, the name field of the object is used. If you change the field, the search key in lookup request and the label of lookup candidates will also be changed to refer the value of this field.

• [C] Keyword Matching - When searching candidates in lookup request, specify the keyword matching condition for the lookup name field. One of the following can be selected.

  • Partial Match - Search for records that contain the entered keyword

  • Forward Match - Search for records that start with the entered keyword

  • Exact Match - Search for records that exactly equal to the entered keyword

• [D] Sort Direction - Specify the order of the candidate list in ascending / descending order. The default is "None" (Undefined).

• [E] Additional Display Field - Select a field of the target datasource object to be displayed as supplementary information when displaying record candidates

• [F] Show in Meta - Check whether or not to show as additional information in the candidate drop-down list.

• [G] Keyword Matching - When searching candidates in lookup request, specify the keyword matching condition for the additional field. One of the following can be selected.

  • (Not Eligible) - Not used for keyword match search

  • Partial Match - Search for records that contain the entered keyword

  • Forward Match - Search for records that start with the entered keyword

  • Exact Match - Search for records that exactly equal to the entered keyword

• [H] Add Additional Display Field - Add a field to be displayed as additional information when displaying record candidates

• [I] Lookup Condition - Specify pre-filtering conditions when searching for candidates in the lookup request. Specify field, comparison operator, and filtering value as a search condition. If more than one condition is set, only records that meet all the conditions will be listed as candidates.

• [J] Select Reference Value Button - Similar to the case of normal filters, it is also possible to specify a reference value as a condition value of lookup search. For lookup search conditions, it is possible to refer to information on the current row (record) where the lookup is being performed, in addition to the usual reference values. See "Reference Values" for details.

• [K] Add Condition - Adds a condition row to pre-filter candidates in the lookup request.

Formula Setting

If the column is a formula column or a field column that refers to Salesforce formula field, Formula Setting section will be displayed.

• [A] Formula - Defined formulas are displayed in text. If the column is a field column that refers to a formula field in Salesforce, you will see the formula defined in the field in Salesforce, and if it is a formula column, you will see the formula you entered when you added it.

• [B] Edit - Edit the formula in the column using Formula Editor. For more information about the formula editor, see "Writing formulas using the formula editor".

• [C] Recalculate Formula on Record Update - Choose whether or not to recalculate the formula and reflect the results in the display when you update a record value in the sheet. If the column is a field column that displays Salesforce formula field, the formula is not recalculated by default (use the value of the formula field retrieved from Salesforce as is). In formula columns, this control is always checked.

Summary Display Setting

• [A] Show Summary of Records - Check if you want to summarize the values contained in the column in the sheet and display it in the summary row.

• [B] Summary Type - Specify the method to be used for summarization. Following methods can be selected.

  • Sum - Calculates the sum of the values contained in the column. Selectable only if the data type of the column is of type Number, Currency, or Percent.

  • Count - Calculates the number of non-blank values contained in the column.

  • Unique Count - Calculates the number of values in the column, excluding duplicates.

  • Max - Calculates the one with the largest value contained in the column. Selectable only if the data type of the column is of type Numeric, Currency, Percent, Date, Date/Time, or Time.

  • Min - Calculates the one with the smallest value contained in the column. Selectable only if the data type of the column is of type Numeric, Currency, Percent, Date, Date/Time, or Time.

  • Average - Calculates the average value contained in the column. Selectable only if the data type of the column is of type Numeric, Currency, or Percent.