29 Jul 2019

Add and configure sections in iSheets

Product Filter HighQ Collaborate
Product Area Filter iSheets

Ideally, create all sections before any columns are added to the iSheet as this will save time later, however, existing columns can be added to sections at any point.  To add a new section, click on the Add new section button in the Manage columns page.

You will then need to provide a section name, which must be unique within that iSheet, and an optional description:

The description will appear on the Add/Edit item and View item screens.

The new section now appears in the Manage columns page. Each section name is a link to an Edit section screen. Click on the linked section name to edit its name, description or the order of the columns that have been assigned to it.

Click and drag the columns into the desired order.

Also, a section can be deleted by clicking the Delete button. However, if there is a column inside a section, the section cannot be deleted. In addition to this, and because at least one section must always be defined once the feature has been enabled, you cannot delete the General section. If you do not require a General section, rename it as described above. To delete other sections, reassign any columns and then select Delete from the More actions menu to the right of the section.

Adding Columns to a Section

As noted above, columns created before sections will be added to the General section by default. Columns created after sections are enabled, however, must be assigned to a section. With sections enabled, a new mandatory field will be added to the Add column page, called Select section. Use the drop-down to assign the column to a section.

A column’s selected section may be changed using the Edit column page

Sorting Sections

Once sections have been created, it may be necessary to reorder them in the iSheet. Click on the Sort sections button.

You can left-click and drag each section to the desired order.

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