UXsheets Guide

Sheet Properties

Sheet Properties

The sheet properties dialog can be opened by clicking the Sheet Properties button in the designer tab of the toolbar. The sheet properties dialog has two sections. The Application Options section is only available in application designer mode. The Template Options section is available in both application and template design modes.

Application Options

This section allows you to edit the information entered when the application definition was first created.

  • Applicaiton Name allows you to edit the name of the application that was defined upon its creation
  • Table Label is the name of table that the template will use for record mappings
  • Under Advanced you will find additional settings for the application. It is recommended that most users keep the default settings and allow administrators to address this section.

Template Options

The first few options in this section is to help organize the templates and application definitions in the open file dialog.

  • Template Name allows you to edit the name that the template was given when it was created
  • Short Description - a short description of the template
  • Description - a longer description of the template
  • A list of Tags can be assigned to the template to help filter files in the open file dialog
  • Screen Shots can be added to give a preview of the templates before they are opened. Screen shots can be taken directly in the UXsheets interface using the Take Screen Shots button (See screen shot camera. Pictures can also be uploaded from your file system by using the Import Screen Shots button.

Next there are several options that define how the template will behave when its being used by the end user.

  • Change the Dynamic Reference Load Threshold which will set the maximum number of records that will be cached when a mapped cell is a reference. if there are more possible choices than the limit the choices will be loaded dynamically based on the input the user types.
  • Select Test record chooses a record that will be used as the basis to populate the spreadsheet with test data. If none is selected any mapped area on the sheet will be left blank.
  • Upload a new excel file to use for the template by drag and drop the .xlsx file into the the upload region or click the region to navigate to the .xlsx file. The file will be loaded when OK is clicked. Note, If the new excel file contains a different number of sheets or the sheets are not the same size as the current template it could cause errors with existing mappings.
  • By default the spreadsheet is protected preventing editing. Using the designer section
  • Use the Saves Only Mapped Data toggle to only save data in a mapped field, not the entire spreadsheet instance.
    • If this option is checked the latest version of the template will be used to render the spreadsheet each time it is loaded.
    • Mapped data in the spreadsheet is updated regardless of whether or not this option is checked.
  • If Hide Back Button is check the back button will not be visible in the toolbar
  • The Show Font Panel, Show Format Panel, and Show View Panel options select which toolbar panels will be available to users in data mode
    • Each of these options will function identically to the panels in the toolbar described in this section.
  • Allow Editing of Rows and Columns in Unmapped Areas will be unchecked by default. When checked, this option allows the end user to insert and delete rows and columns in any unmapped areas