iSheets module

Edit and delete iSheets

To edit an iSheet, navigate to
Admin
 >
Active iSheets
.
The iSheets administration page opens.
Click the iSheet name to edit iSheet settings, or select
More actions
 for the iSheet that you want to either edit or delete.
From this menu, you will be able to manage the various elements of an iSheet as follows:
To delete an iSheet, select
Delete
. When attempting to delete an iSheet, a message window opens confirming if you want to delete the iSheet.
Select
Delete
 to delete the iSheet.
note
You can delete multiple iSheets by selecting the checkbox next to each iSheet and then clicking
Delete
.
Additionally, you cannot delete an iSheet that is referenced by another iSheet, either as a lookup, join or iSheet link. A message informs you that the iSheet can't be deleted because it is referenced in another column.
note
System Administrators can use the 'iSheet references' tool accessed via
System admin
 >
iSheet admin
 to determine the reference location(s). All references must be removed before an iSheet can be deleted.

Deleted iSheets in Site admin

In Site Admin, iSheets are separated into two sections -
Active iSheets
 and
Deleted iSheets
. The
Deleted iSheets
 section acts as a 'recycle bin' that allows you to restore recently deleted iSheets, along with all associated data, attachments, permissions, workflows, rules, filters, etc.,
for up to 30 days
 before they are
permanently removed
. This makes it easy to recover iSheets that were mistakenly deleted.
The feature includes a
Days since deletion
 column that shows when the iSheet was first deleted.
note
Please note that, currently, only
Metadata iSheets
 can be permanently deleted
before the 30 days
 elapses.
Unlike other iSheet types,
Legal Tracker iSheets
 are not stored in the recycle bin when deleted. Due to a technical limitation, they are
immediately and permanently removed upon deletion.
View iSheets in the Deleted iSheets section
note
Only Site Admins can see and restore deleted iSheets.
To
access deleted iSheets in the recycle bin
, navigate to the
Site Admin
 and select the
Deleted iSheets
 section. Here you will find a list of all recently deleted iSheets, each with a countdown displaying the number of days elapsed since deletion. Review this list to identify any iSheets you may want to restore before permanently removing them.
note
When
viewing deleted iSheets in the recycle bin
, their information, views, columns, and permissions are visible but
not editable
. If you need to make edits to a deleted iSheet, first restore the iSheet then edit it as needed. You may then deleted it again, if desired.
This
read-only view
 allows you to
confirm details
 about a deleted iSheet before deciding to restore it.
Restore iSheets from the Deleted iSheets section
note
When restoring a deleted iSheet from the recycle bin,
all associated views, data, attachments, permissions, workflows, rules, and filters will also be recovered
, provided they still exist in the system.
The
restored iSheet
 is identical to its state at the time of deletion, allowing you to easily reinstate iSheets that were mistakenly removed.
To restore a deleted iSheet from the recycle bin, click the
More actions
 menu for the desired iSheet and select
Restore
. This
reinstates the iSheet
 along with all of its columns, records, attachments, permissions, workflows, rules, filters and processes (provided that these still exist) back onto the site.
If an iSheet remains in the recycle bin
after 30 days
, it is
permanently deleted
; restoring it requires opening a support ticket and is a
complex process
. While the iSheet's data can be recovered, all attachments, permissions, workflows, rules, filters, etc. must be manually reconfigured.
note
To avoid this inconvenience, restore mistakenly deleted iSheets within 30 days, while restoration is still simple and complete.
note
If an iSheet is
restored and then deleted again
, the
30-day countdown resets
, based on the most recent deletion.

This article applies to:

  • PRODUCT: HighQ
  • Subject: iSheets,Setup