Manage Custom Form Datasheet

Add Fields to a Datasheet

Procedure

  1. Access the Datasheet Builder.
  2. Next to the Datasheet Caption label, select , select the datasheet to which you want to add fields.
    The datasheet appears in the Datasheet Builder workspace.
  3. In the Available Items pane, select the field that you want and drag it into the Datasheet Builder workspace.
    The field is added to that datasheet.
  4. Select Save.
    The datasheet is saved.

Add Fields to a Datasheet Section

Procedure

  1. Access the Datasheet Builder page.
  2. Next to the Datasheet Caption label, select , select the datasheet to which you want to add a section.
    The datasheet appears in the Datasheet Builder page.
  3. Select the datasheet section to which you want to add fields.
  4. In the Available Items pane, select the field that you want and drag it into the appropriate section.
    The field is added to that section.
  5. Select Save.
    The datasheet is saved.

Modify the Datasheet Caption for a Field

Procedure

  1. Access the Datasheet Builder page.
  2. In the upper-right corner of the page, select , and then select the section for which you want to modify the caption.
    The datasheet appears in the Datasheet Builder page.
  3. Select .
    The Datasheet Information window appears.
  4. As needed, modify the value in the Caption box.
  5. Select Update.
    The datasheet caption for the field is modified.

Remove a Field from a Datasheet Section

Procedure

  1. Access the Datasheet Builder page.
  2. Next to the Datasheet Caption label, select , and then select the datasheet you want to modify.
    The datasheet appears in the Datasheet Builder page.
  3. In the Available Items pane, select the field that you want to remove.
  4. Select .
    The datasheet section is removed.
  5. Select Save.
    Note: The removed family will no longer be available for you in Family Management, whereas to ensure that the field is not accessible from other modules, you must log out and log in to APM. For other users who are being logged in to APM, the deleted field will not be available only when they log in to the application again.

Rearrange Rows

Procedure

  1. Access the datasheet for which you want to rearrange the rows.
  2. Select and drag the items that you want to remove back to the Available Items pane, and then select and drag the items to the available rows as needed.
  3. Select Save.
    The datasheet is saved reflecting your changes.

Modify an Item Label

Procedure

  1. Access the datasheet that you want to modify.
  2. In the workspace, select the label that you want to modify, and then enter your changes directly.
  3. Select Save.
    The item label is modified.