Manage sheet properties

The Properties window for the sheet maintains the name and display options.

To open the summary sheet Properties window

In the Configurable Manager Sheets log, select the sheet and click the Properties button.

In this field:

Do this:

Title

This is the name of the sheet, which reflects the class name and is read-only.

Description

Enter an optional description.

Class

Read-only field that displays the class associated with the sheet.

Display Mode

Choose one of the following:

  • Tree: Lists the codes in a hierarchical manner based on the code segments, mimicking the tree structure in the Navigator.
  • Flat: Lists the codes in a flat structure.

Picker

Choose one of the following to include:

  • All Records: All records created in the class are displayed on the sheet.
  • Records with statuses: Only records of the selected status are displayed on the sheet. Click Select and choose one or more statuses from the list.


Last Published Sunday, July 20, 2025