Working with Worksheets

Worksheets are lists with a grid layout that allows you to add and change information directly in the worksheet. Each record in a worksheet is displayed as a single row of multiple fields. The system initially lists 50 rows on non-scrollable worksheets and ten rows on scrollable worksheets.

Worksheets provide the standard features available on other types of list components, including search, sort, filter, range fill, add, copy, delete, mark for deletion, and undo. For information about these basic features, see Working with Lists, Working with Fields, and Sorting and Filtering Lists.

Navigating Between Fields

Worksheets are designed to allow you to quickly move between records by using the keyboard or mouse. Click a row to select it. You can move the selection to the row above or below by pressing the Up Arrow and Down Arrow keys.

You can press the Tab key to move the focus to the next editable field in the row. When you press the Tab key at the end of the row, the focus moves to the first editable field in the next actionable row. You can press Shift+Tab to move the focus to the previous editable field.

Changing Field Values

You can easily identify which fields can be edited. The column heading for an editable field displays an Edit icon and when you move the pointer over an editable field, or when you move the focus to the field by pressing the Tab key, the system highlights an editable field.

To modify a value in an editable field, you first need to activate the field. If the field is already in focus, you can activate it by pressing Enter or by clicking the field. You can activate a field that is not in focus by double-clicking the field.

Depending on the type of field you activate, the system opens a text area, drop-down menu, or other overlay where you can change the field value.

Using Quick Sort and Range Fill

In addition to the range fill features available on other lists, worksheets provide a quick sort feature that allows you to sort the list by any column in ascending or descending order. When a field is in focus, you can display the range fill and sort overlays by pressing ALT+1.

Columns that include range fill display a down arrow to the right of the field label. Click the down arrow to display an overlay that includes standard range fill features along with Ascending and Descending buttons.

To sort by a column that does not include range fill, point to the field label to display a down arrow. When you click the down arrow, the system displays an overlay that includes Ascending and Descending buttons.

For information about using range fill, see Entering Data in a Range of Fields.

Changing Column Order

When you open the advanced filter on a worksheet, in addition to the standard Filters, Sort, and Apply Settings sections (see Using Advanced Filters and Sorts), the filter overlay contains a fourth section for setting Column Order. This section allows you to specify the order in which columns are displayed on the worksheet.

To specify a new column order, type the number that represents the relative position you want the column to have in the text box for the corresponding field. For example, if you want the last column in the worksheet to contain the Proposal Item Line Number, type 50 in the Line text box. If you want to move the Extended Amount from column 8 to between columns 3 and 4, type 3.5 in the Ext Amt text box. When you apply the settings, the system displays the worksheet columns in the order you specified, and automatically renumbers the fields on the advanced filter overlay to match the relative position you specified.

• Note: You cannot change column order on scrollable worksheets.

Using a Row Actions Menu on a Worksheet

Row Actions menus on a worksheet display icons instead of some command names. You can access additional commands on the menu by expanding the sections for Tasks, Views, Reports, or Historical Reports. If the following commands are applicable to the view, they are displayed as icons:

	Attachments	Provides access to attachments associated with the record. The Attachments link includes the number of files attached to the entity.
	Tracked Issues	Provides access to tracked issues associated with the record.
	Links	Provides access to links associated with the record.
	Copy Row	Copies the current row.
	Paste Copied Row Below	Pastes the copied row to the row below the current row.
	Insert Blank Row Above	Inserts a blank row above the current row.
	Exclude from Search Results	Excludes the row from results in the Quick Find search box.
	Mark for Deletion	Marks the row to be deleted upon the next save. You can click the Undo button to remove the mark for deletion.

• Note: The row Actions menu on a worksheet list uses the Copy Row and Paste Copied Row Below actions instead of the Duplicate Row action found on other types of lists.

Scrollable Worksheets

Some worksheets provide a horizontal scroll bar at the bottom of the list. These worksheets typically have more than ten columns and you will need to slide the scroll bar to the right and left to view all of the worksheet. Scrollable worksheets also allow you to apply an action to more than one row at a time. To select one or more rows, click the check box on the left side of each row.

Related topics:

Overview of Getting Started