iSheets module

Create a new iSheet from a template

Site Administrators (and System Administrators) may deploy iSheet templates to sites.
To create a new iSheet from a template, navigate to the iSheet Admin page (
Site Admin
 >
iSheets
), select
Add
 and select
Template
.
The Import from
Template
 window opens.
Click the
Select template
 drop-down to see a list of available iSheet templates.
Select a template to deploy from the list.
note
If you do not see any templates, you must first create a template.
Click the
Select views
 drop-down to see a list of available iSheet views.
Select one or more entries to add the views, including the columns in those views.
note
Each view can control access to sensitive data; only records in the view are available to users with access to the created iSheet.
Select
Import
 to create the new iSheet.
note
Normally, if you create more than one iSheet from a single template, even with a different view, you create a separate, brand-new iSheet.
However, if you create an additional iSheet
for the Legal Tracker integration
, then the selected view is added to the existing Legal Tracker iSheet.

Linked iSheet configuration

You must choose whether or not the iSheet will be linked to the template or not. The linked iSheet setting determines whether the iSheet created from the template can be modified on the site where it is deployed.
  • If you select
    No
    , the iSheet is
    not linked
     and may be edited once deployed.
  • If you select
    Yes
    , the iSheet is
    linked
     and the new iSheet cannot be edited on the site, and can only be edited by a system admin from
    System Admin
     >
    iSheet Admin
    . Any changes made to the template in system admin are reflected in all sites where that iSheet template has been deployed.
Select
Import
 to deploy the template.
note
Once a template is deployed to a site, you may not change it whether or not the iSheet is linked. See the iSheet template tips for more information on when to link an iSheet to the template.

iSheet and template admin

iSheet that were deployed from a template are shown on the
Active iSheets
 page in
Admin
. The list shows templates and deployed iSheets together.
note
A label indicates if the iSheet is linked from the template.
Linked iSheets
Once deployed, iSheets that are not linked may be managed and modified like any other iSheet. If an iSheet is linked to a template, it is not possible to modify it on the site, as all modifications must be applied via the template itself by a system admin in
System admin
 >
iSheet admin
.
note
Caution:
 If you disable the Deleted items view in an iSheet template then
all
 contents of the Deleted items view in
all
 linked iSheets are
permanently
 deleted.
iSheets created from templates have permissions based on the selected view. If a default view is selected, all users on the site have view-only access to all items, views and columns. Permissions for both linked and unlinked iSheets may be modified. See iSheet Permissions for more information.
If the iSheet deployed from a template is a file or folder metadata iSheet, permissions are set based on folder and file permissions set in the files module.
note
If your site already contains a file or folder metadata iSheet, it is not possible to deploy another iSheet of the same kind.

This article applies to:

  • PRODUCT: HighQ
  • Subject: iSheets,Setup