Open a sheet

Manager sheets are listed on the Sheet log of the configurable manager.

Note: You must have permissions to access a sheet. If you need access to a sheet not listed in the log, contact your company administrator.

To open a sheet for a code-based manager:

  1. Go to the shell tab in which the manager resides and switch to User mode.
  2. In the left Navigator, click Configurable Modules. The Navigator expands to display the configurable managers that have been created for this project/shell.
  3. Select the configurable manager you want to work in. The system displays the sheets log.
  4. On the sheets log, double-click the name of the sheet. The system opens the sheet.

To open a sheet for a Code and Records-based manager:

  1. Go to the shell tab in which the manager resides and switch to User mode.
  2. In the left Navigator, click Configurable Modules. The Navigator expands to display the configurable managers that have been created for this project/shell.
  3. In the left Navigator, select the name of the manager you want to work in. The Navigator expands to display a Sheets node.
  4. In the left Navigator, select the Sheets node. The system displays the sheets log, listing a sheet for every class created for the manager.
  5. On the sheets log, double-click the name of the sheet. The system opens the sheet.

Last Published Friday, April 11, 2025