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Create a Datasheet
When creating a datasheet in Configuration Manager, you can create the following types of datasheets:
- Master / Detail Form Datasheet
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Custom Form Datasheet
Steps: Create a New Master / Detail Form Datasheet
- Access the Datasheet Builder for the family for which you want to create a datasheet.
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Select , and then select Master Detail datasheet.
The Create New Datasheet window appears.
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Enter a caption, default ID, and a description for the new datasheet, and then select OK.
Note: If you want your datasheet to be the default datasheet for this family, select the Default check box.
The Datasheet Builder page appears.
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As needed, enter values in the available fields.
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Select Save.
The new Master / Detail Form is saved.
Steps: Create a New Custom Form Datasheet
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Access the Datasheet Builder for the family for which you want to create a datasheet.
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Select , and then select Custom datasheet.
The Create New Datasheet window appears.
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Enter a caption, default ID, and description for the new datasheet, and then select OK.
Note: If you want your datasheet to be the default datasheet for this family, then select the Default check box.
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In the upper-right corner of the datasheet, select .
The Datasheet Builder workspace appears.
- Select Custom Layout or Tabular Layout depending on your preference.
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As needed, enter values in the available fields.
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Select Save.
The Custom Form datasheet is saved.
What's Next?
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