Extension Views Datasheets

Extension fields for Datasheets are configured as follows:

  • Go to Extension View screen (click the [Views] button on Extension Column Maintenance screen with 'Datasheets' selected for Extension Type).

  • Specify a View Name of 'Web Datasheet' and click [Add View] to create a generic datasheet view i.e. available on all datasheets.

  • For a template specific view the name should be 'Web Datasheet TemplateDescription' for example 'Web Datasheet Project Close Out' view would be specific to the 'Project Close Out' datasheet template.

  • If both the generic and specific are defined then the specific takes precedence.

  • Make sure the new 'Web Datasheet' is the selected View.

  • Add the required columns and click [Save].

Note that adding the column 'New Display Column' will place the later controls into the right half area (refer Datasheet Use below), without it the controls would both occupy the full width.
On creating a new datasheet the respective extension columns will be displayed for data entry. The extension columns are automatically available as filters on the Datasheet List

 

Datasheet Usage:

On creating a new datasheet the respective extension columns will be displayed for data entry. The extension columns are automatically available as filters on the Datasheet List

Datasheet header with Extension Columns

 

 





Related Pages:

Datasheets

FAQs:

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