General Usage

Spreadsheets in UXSheets are generated based off of a specific record using a template. A template lays out how data from the record and related records will appear on the spreadsheet. Each table in ServiceNow can have multiple templates and each can be used to generate a spreadsheet from any record in the table.

Design Mode

The purpose of design mode is to create templates that will dictate how spreadsheets are generated. Additionally, The templates control what editing privileges the end-user of the spreadsheet will have. It is important to note that while data is pulled in from Service now for template designing nothing is changed in ServiceNow until a template is opened against a record in data mode. The specifics of this functionality are detailed in the other sections of this help documentation.

Editing Data

There are three types of data that can appear on a spreadsheet Unmapped Data, Record Mappings, and Table Mappings.

Unmapped Data

• Data that is not saved anywhere inside of ServiceNow or in other words it is internal to UXSheets
• Depending on the settings of the template this data may not be saved.

Record Mappings

• This type of mapping maps a single field from the current record in ServiceNow to a cell in the spreadsheet
• Record Mappings can be Bidirectional or To ServiceNow Only which is determined by the template.

Table Mappings

• A Table Mapping will appear as list of records spanning multiple rows.
• Rows can be added to allow insertion of a record to ServiceNow. Simply right click inside the table and click Add Row
• Records can be deleted from the table and ServiceNow by right click inside the table and click Delete Row

Any edited mapped data will not be changed in service now until the spreadsheet is saved. Refreshing the spreadsheet will destroy any unsaved changes to mapped data.

UXSheets honors ServiceNow's access control lists so if you try to change data that you don't have permission to change you will get an error.