Creating Sheets and Records for a Code and Records-based Manager (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

Click Create and click Manual to open the create sheet window.
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.
When finished, from the top, click Save.
Click Save on the create sheet window.

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

Important Information about Creating a Record in a Code and Records-based Sheet Manually

As a general rule, the system disables the fields used in the formula definition of CMx coding structures. As a result, once you create a record in a Code and Records-based sheet manually, you cannot modify the CMx coding structures that compile (roll up) the data. In some special cases, such as when a data picker is used to modify the fields used in the formula definition of CMx coding structures, you can modify the CMx coding structures. Also, once you create a record in a Code and Records-based sheet manually, and the record contains a formula field that is being auto-populated from another field (source field), you must ensure that you do not modify the value of the source field; otherwise, if you change the value of the source field, then the fields used in the formula definition of CMx coding structures will be modified. See the following examples:

Example 1 (No rollup issue)

Material SKU is a data picker

Material Category is auto-populated from Material SKU

Material Code (CMx code) that rolls up to the Sheet = Material Category<umatCategoryPD> + Material SKU #<umatSKUMtrDP>

Material Category is auto-populated with Material SKU and Material SKU is part of the formula that makes up the Material Code.

So, Material Category and Material SKU are disabled.

Example 2 (Rollup issue)

Material SKU is a data picker

Material Name is auto-populated from Material SKU

A1 = Manual entry

Material Code (CMx code) that rolls up to the Sheet = Material Name + A1

Material Name and A1 are used in Material Code formula. So, Material Name and A1 are disabled.

However, Material SKU is not disabled as it is not used directly used in Material Code formula. So, if you change the value of Material SKU data picker (which is not disabled), then it will change the value of Material Name through auto-population. Material Name which is part of Material Code will now be modified. As a result the roll up of data seen in the CMx Sheet will be incorrect.

To create a Code and Records-based sheet manually

Important Information about Creating a Record in a Code and Records-based Sheet Manually

See Also