Legacy UI - iSheet actions for standard users

The legacy iSheet UI

note

For an updated and flexible experience, a system admin can enable or disable the modernized iSheets experience in System Settings.

A user without administrative privileges can do some or all of the following iSheet actions, depending on the user's permissions to the iSheet:

All users can click on the back
button

in their browser to view the previous page, with the same filtering applied.

note

The system does not remember the 'Load More' position if this has been used.

Select Add
to add a new item.

Select Actions
then Delete
to delete one or more existing items.

You can Export
the items currently in view. Users may export the item table to PDF by selecting Export to PDF
in the More Actions
menu.

Or you can export the data to Excel, CSV or XML by selecting Export
then choosing the format you want to export to.

You can Print
the items currently in view in a printer-friendly format by selecting More Actions
then Print
.

You can Search
for items (and save the search). Enter a query in the Quick search box then press enter.

You can run a saved search
by selecting the down arrow next to the Quick search box and selecting View all saved searches
.

You can mark an iSheet as a favourite
by selecting the star which represents Add to favourites
.

You can Edit
an existing item by selecting the ellipsis next to the item then selecting Edit
.

You can View
an existing item by selecting the ellipsis next to the item then selecting View
.

You can Compare
versions of an item. In the Audit history section, select 2 versions to compare then select Compare
.

You can switch to a different view
of the same iSheet by selecting Summary
then My Projects
.

Navigate through all of the items in the view, including sorting by columns
.

This article applies to: