Mashmatrix Sheet
English
English
  • Mashmatrix Sheet User Guide
  • Introduction
  • Application Overview
  • Basic Usage
  • Functions about Books / Sheets
    • Create a New Book
    • Change Book Setting
    • Duplicate Book
    • Delete Book
    • Open Book in New Tab
    • Change Book Sharing Folder
    • Split Book Screen
    • Create a New Sheet
    • Change Tab Display Order of Sheets
    • Change Sheet Setting
      • Sheet Setting - Basic
      • Sheet Setting - Options
      • Sheet Setting - Filter
      • Sheet Setting - Actions
    • Maximize Sheet
    • Duplicate Sheet
    • Delete Sheet
    • Create a Related Sheet
    • Create a Card Type Sheet
    • Change Card Type Sheet Setting
    • Configure Views
    • Configure Search Form
  • Functions about Displaying Data
    • Change Columns Order
    • Change Column Width / Height
    • Fix Column from Scrolling
    • Sort
    • Filter
    • Change Column Setting
      • Column Setting - Basic Property
      • Column Setting - Options
      • Column Setting - Format
    • Show / Hide Column
    • Add Column
    • Delete Column
    • Group Column Headers
    • Summary Row
    • Formula
    • Function
      • Salesforce Compatible Functions
      • Aggregation Functions
      • Other Extension Functions
    • Reference Value
    • Navigate Pages and Reload Records
  • Functions about Editing Data
    • Edit / Save Displayed Data
    • Copy & Paste Values
    • Create a New Record
    • Duplicate Records
    • Delete Records
    • Lookup Search
  • Functions about Actions
    • Action Button
    • Standard Actions
    • Marketing Actions
    • Custom Actions
    • Approval Request Actions
  • Functions for Advanced Usage
    • Time-Series Matrix Transformation
      • Overview
      • Add Matrix Column
      • Change Matrix Column Setting
      • Show / Hide Column
      • Add Child Column
      • Delete Child Column
      • Format
      • Matrix Column and Formula
      • Limitations
  • Settings for Admin
    • Assign License
    • Grant Permission Set
    • Administration Console
    • Organization-Level Configuration
  • Customization
    • Access Sheet Directly with URL
    • Sheet Component
    • Embed Sheet in Layout using Visualforce
    • Using Sheet Component in Visualforce
    • JavaScript API
    • Launching Custom Apex / Visualforce
    • Launching Flow
    • Using in Experience Cloud
Powered by GitBook
On this page
  • Changing Organization-Level Configuration
  • Properties in Organization-Level Configuration
  1. Settings for Admin

Organization-Level Configuration

In Mashmatrix Sheet, the behavior in some parts of the application can be changed across the entire installed organization. This allows you to use the Mashmatrix Sheet application according to the requirements of the Salesforce organization in which you operate.

Changing Organization-Level Configuration

Organization level configuration can be changed using Salesforce's custom metadata mechanism.

  1. After logging in with the administrator account, select the "Settings" menu

  2. Search for "Custom Metadata Types" from "Quick Search" in the left sidebar and click on the same menu.

  3. Find "Mashmatrix Org Setting" in the list and click the "Manage Records" link.

  4. Click the "Edit" link for the "Default" record

Properties in Organization-Level Configuration

  • All Or None Transaction - If there are multiple records to save from a sheet which contain errors, this setting specifies whether to save some of the records that can be saved (=unchecked) or cancel the entire saving process and raise an error (=checked). The default setting is unchecked.

Note that "All Or None Transaction" is controlled on a per batch save request basis. Even if "All Or None Transaction" is checked, each batch save request will commit/rollback the transaction if the number of records to be saved exceeds the "Batch Size in Saving Records" setting specified on the sheet. Therefore, even if an error occurs during the save, the preceding batch save request may have successfully saved and committed the changes.

PreviousAdministration ConsoleNextCustomization

Last updated 3 years ago