Edit Records

A union sheet is not display-only. As with an ordinary sheet, you can edit cell values and create or delete records. Creation, saving, and deletion are performed against the object to which the record of that row belongs.

Create New Record

When you add a new row in a union sheet, you select from the picklist of the "Object Type" column which object the row is created as. At the time the row is added, the object selected first when the union sheet was created is chosen.

If you change the "Object Type" of a newly added row, the values you have already entered in that row are discarded. Determine the object type before entering values.

The "Object Type" of an already saved record cannot be changed.

Editable Cells

A cell of a union column displays the value of the field assigned to the object of that row, and editing is performed against that field. In a union column to which no field is assigned for the object of the row, or in a single-source column that does not display the object of that row, the cell is blank and cannot be edited.

Input validation and field access permission are also determined according to the settings of the object to which the record of that row belongs.

Copy & Paste and Duplicating Rows

The object type of a row is maintained also when you copy and paste values or duplicate a row. Pasted values are applied only to the fields assigned to the object of that row.