iSheet setup tips

Identify your project or use case. Consider the types of data you need to capture, the users who need to view and/or maintain the data, and any additional features needed, such as record locking or email alerts. It is best to capture as much information as possible about how the iSheet will be used and build the iSheet to meet those requirements.

Create the iSheet and configure its settings, enabling any needed features.

Add columns to the iSheet. Other than the system-generated columns (Created by, Created date, Modified by and Modified date; file and folder metadata iSheets also have default columns for related files and folders), a new iSheet does not have any columns for users to enter any data. Consider your project or use case, and create columns that match your specific data collection requirements. Column data types cannot be changed once they are created, so try to select the appropriate column type for each data point before any data entry takes place.

You may want to create additional views to display certain columns and/or filter for particular items. Different views may be created to meet the needs of different groups of users who will be accessing the iSheet. By default, one view is created that includes all of the columns that were added to the default view. A draft view is also created by default for users to manage their manually and auto-saved draft items. You can add as many views as needed, modify the default view and configure a different view as the default..

You may also need to configure permissions, to limit which items, columns and views the site user groups can view or edit.