Creating a Code-Based Configurable Manager Sheet (Standard View)

You can use the Create option to create a code-based configurable manager sheet:

Manually: Read the process for manually creating a sheet, below.
From Template: This option enables you to create a configurable manager from a template. This option is available only if one or more configurable manager templates are defined at Company Workspace (Admin mode). If no templates are defined, this option will not be available. If you do not have create permission, this option is disabled. In this scenario, you can access rows or create more rows irrespective of the way that a sheet is created, manually or by template.
You cannot modify the segment sources. Creating as sheet by way of a template enables you to access the sheet rows.
From Shell: When you select this option, the system opens a window which lists all the sheets that can be copied from other shells that the administrator has created.

To create a code-based configurable manager sheet manually:

Select Create, and select Manual to open the create sheet window.
In the Properties tab, 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.
Select the Segments tab, and add segments.
You can add multiple segments by selecting the plus icon (+). When you select the plus icon (+), the system inserts a new row on the grid. After you add a row, you must select the cell under the Segment Source label and select a source, which has been designed in uDesigner. You can use drag-and-drop to move the segments. To delete a segment, select the segment row, and select the delete option (trash can icon). The Segments tab has a grid that is similar to the grid and fields of the Line Items in BPs.
When finished, select Save.
Select Save on the create sheet window.

Last Published Monday, October 13, 2025