iSheets module

Add items (records) in iSheets

If you have the permission to add new records to an iSheet (by being a part of a security group granted edit rights), the
Add
 button will be displayed at the top of the page.
Select
Add
.
To display the
Add record
 screen.
You can input values in every field, subject to certain limitations. For example, if permissions have been enabled for certain fields, you may be unable to edit, or even see, those fields. If there are conditional fields, they will not be displayed until the condition has been satisfied.
Controlling the contents Add Record with Views
You can use a View to restrict which fields are seen by recipients of the form and users with add and edit permissions.
To enable this option, open
Admin
 >
Active iSheets
 (under Module settings). Click the name of the iSheet and enable
Set Add/Edit forms to only display columns from the selected View
.
If enabled,
Add record
,
Edit record
 and shared forms only display and request data for columns defined in the selected View.

This article applies to:

  • Product: HighQ
  • Subject: iSheets, Setup

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