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.

Even when "Set the Cells to be Editable" is checked, if the corresponding Salesforce field's access permission settings do not permit updates, or if field updates are not permitted in the administration console's access control settings, the cells will behave as non-editable in the actual sheet. In such cases, the "Set the Cells to be Editable" checkbox in the settings screen will display a warning icon with the message "Cell editing will not be enabled because field update is restricted by field permission settings."

For details on access control and operation permissions, see "Operation Permission Determination Rules" on the "Access Control" page.

  • [B] Require Value Input - When saving records, validates whether a value has been entered in that column, and displays an error if no value has been entered or if it has been set to empty. When this setting is enabled, a required field marker is displayed next to the column label.

The "Require Value Input" option can be set separately from the required setting for Salesforce fields. Enabling this option ensures that value entry is always prompted when entering data in the sheet, even if the field does not have a required setting. However, having this option disabled does not bypass validation from the field's required setting.

The "Require Value Input" option only validates values when saving from the sheet where the column is configured. To ensure that value entry is mandatory through any path, you must enable the required setting in the Salesforce field or set up validation rules in the Salesforce object.

  • [C] Use as Key to Identify Record – Set the value to be used as a key to identify the target record when updating a record ("Identification Key"). If this setting is checked, the cell can be pasted with a key value, and records matching the key value will be automatically looked up and linked to the target record for updating. By double-clicking on a cell, the target record can be selected in the lookup search.

The "Use as Key to Identify Record" option can only be set for field columns whose data type is text (including phone, URL, email, etc.), ID or picklist type.

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.

Even if "On Update" option is checked, if a value in the cell where auto-filling is enabled is edited manually, auto-filling will not be performed on subsequent edits.

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

  • [C] Restrict Picklist to the values defined in the Picklist Options - Displays an error when the entered value does not exist in the option candidates. This setting can be configured separately from the restriction in Salesforce field settings.

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 – Displays the data source (object) to reference records from during lookup editing. If the reference field is polymorphic, that is, a relationship that can have associations to multiple objects, you can select a data source from multiple candidates using a dropdown to configure the settings.

    • By pressing the Pin Button [A-1] while a data source is selected, you can fix the default object for lookup searches to the selected data source.

    • By pressing the Show/Hide Button [A-2] while a data source is selected, you can determine whether to display it as a switching candidate for data sources during lookup editing.

  • [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.

  • [L] Allow to Create Record on Lookup Target Object - If a lookup target record does not exist within the candidates, a dialog to create a new record for the referenced object will be displayed to allow the record to be created. The default is not allowing to create (unchecked).

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.

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