iSheets module

Introduction to iSheets

What are 'iSheets'?

The
iSheets
 module is a powerful tool that stores structured data for use throughout HighQ. Each iSheet is a powerful spreadsheet-like database that allows you to share, collaborate, and track dynamic data. It can integrate with existing processes with API support or import and export via Excel.
The iSheets module provides tools to handle many common tasks, such as advanced transaction management, real estate portfolio management, monitoring trading positions, employment hubs, insurance claims tracking solutions, out-of-office and expense solutions, and much more.
  • Spreadsheet collaboration
     - Multiple users can view and edit iSheets simultaneously, meaning you always have access to the most recent version, without the need for email distribution and complicated version control.
  • Flexible data
     - Define specific column types for your data collection needs, including single or multiple text lines, choice fields, calculation columns, radio buttons, checkboxes, drop-downs, numbers, dates, document links, attachments, user lookups, joins to other iSheets, images and more.
  • Column condition filters
     - Set columns to appear only if certain conditions are met in preceding columns.
  • Custom views
     - Administrators can manipulate the data and set up views of an iSheet to show or hide particular columns or data by using powerful combinations of conditions, rules and Boolean logic.
  • Data collection and reporting
     - Bulk import and export data sets to and from Excel for offline manipulation or updating.
  • Integration with documents
     - Capture custom document or folder metadata for display and edit in the Files module or build an iSheet with links to documents and folders.
  • Permissions
     - Control who can access views, columns or records in an iSheet.
  • Versioning and audit history
     - Compare different versions of an iSheet row and review who has viewed or edited it.
As of 2025, iSheets use the Modernized grid UI that provides a flexible interface, with intuitive access to many display and filtering options:
  • Customization for site administrators with global column reordering (drag-and-drop column ordering set by admins applies to all views).
  • Multi-column simultaneous filtering for complex data queries.
  • Easy reset option to restore columns to their initial display.
  • Quick reversion to default sorting for data clarity.
  • Ability to export filtered data for further analysis or reporting.
note
If required, an alternative interface is available for legacy UI support.
A system admin can disable the
Modernized iSheet experience
 in System Settings:
.
note
iSheets feature API support. For full details, please refer to the API documentation in the Developer Community.

This article applies to:

  • PRODUCT: HighQ
  • Subject: iSheets,Setup

Related Content