Legacy Platform documentation
Data Management
Explore 12 practical guides for Data Management in SpreadsheetWeb Legacy Platform, with setup instructions, examples, troubleshooting guidance, and related…
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Data Management guides
ColumnsThe Columns dialog allows changing the layout of the fields listed in the Data tab of a given SpreadsheetWEB application.Custom TriggersCustom Triggers allow you to create automated email notifications that match predefined application data criteria in the workflow.Data Filters and My FilterYou can set predefined filters for any web application to filter down the records displayed on the Data page, without affecting any existing records.Data ImportData import is the process of importing a batch of records into SpreadsheetWEB for populating the database of a web application or using in dashboards.Data PageSpreadsheetWEB applications can capture and save data into a SQL database. You can view, download, or edit saved records from the Data page.Email Notifications in WorkflowThe Notifications page allows sending automated emails based on changes in the database workflow features, such as a change in status or ownership.FilterThe Filter menu allows configuring the options in the Filter Action menu that can be extended by pressing the filter button on the top right corner of the…Import from ExcelYou can either create a new record or edit an already existing record using the Import from Excel feature. This can be done in two ways: Create a new record…Record HistoryYou can see an overview of the Record History for a data record from the history window, which can be accessed under the Actions column.Record LockingRecord Locking essentially gives the users exclusive rights to the record they are actively editing. To change record locking settings, go to the Edit…Status ColorsThe Status Colors page is where you can create new status definitions or customize existing ones. These status definitions can be used to create a workflow.Workbook HistoryWorkbook History page is where you can see the active version, or switch between older versions of the underlying spreadsheet used in the web application.