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Creating a New Code and Records-based Configurable Manager Sheet (Standard View)

You can use the Create option to create a new Code and Records-based sheet by way of the following methods:

• Manually

  Read the process for manually creating a sheet, below.

• From Template

  This option enables you to create a configurable manager from a template. The From Template option is available only if one or more configurable manager templates are defined at Company Workspace (Admin mode).

• From Shell

  When you click this option, the system opens a window which lists all the shells that the administrator has created. You can copy a configurable manager sheet from a shell that is listed.

To create a Code and Records-based sheet manually

1. Click Create and click Manual to open the create sheet window.
2. In the overlay, enter the values. You can also edit existing values in the Properties tab, for example, change the Picker field value from All Records to records with their statuses set as "Active," "InActive," or both in the Records with statuses field.

   The Default Filter View drop-down field does not have any values when you create a new sheet. This field has a value for an existing sheet and can be changed.

3. When finished, from the top, click Save.
4. Click Save on the create sheet window.

You can use the Create option to create a Code and Records-based class.

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Last Published Sunday, July 20, 2025