Space Log Options

Space log toolbar options:

• Create
• Actions
  • Import
  • Export CSV Template
  • Export Microsoft Excel Template
  • Bulk Edit
  • Print
    • HTML
    • PDF
    • Custom
  • Delete

    The Delete option in the Delete Records window is dimmed (grayed out) until you enter a reason for deletion. If you enter the reason and then remove it completely, the Delete option is dimmed again. You cannot leave a blank space in the available box and select Delete.

  • Deleted Record History

    Displays the history of deleted items.

  • View Import Audit Log

    Enables you to open the Import Audit Log - Space, which displays the pertinent information regarding the import of CSV or Microsoft Excel files.

• View

  The system-defined views are:

  • All Records
  • Records Created by Me

  In addition, there are options for the user to:

  • Create New View
  • Manage Views
• Edit View

  Enables you to change the settings of the selected View.

• Refresh
• Calendar

  Accesses the Quick Calendar.

• Print
  • Print
  • Export To CSV
  • Export To Excel

    Note:

    • For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols.
    • If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).
• Search
• Find on Page
• Help
• Expand All Groups
• Collapse All Groups

The gear menu () options:

• Open
• Copy
• Delete

  Note:

  If an attribute form is present, you can hover over the question mark (?) symbol to see more information in the form of a tooltip.