29 Jul 2019

iSheets - iSheet link column

Topics 2023-Q1-03
Product Filter HighQ Collaborate
Product Area Filter iSheets

The iSheet link column allows users to create links to one or more records from other iSheets. Clicking an iSheet link displays the target item in the View Item modal window:

Configuring an iSheet link

In the iSheet link column configuration settings, select one or more iSheets from the list of iSheets available. Only iSheets configured to allow lookups are available:

As of March 2023, the list of iSheets includes a search box - type part of the name of an iSheet to filter the list to only show matching names.

If more than one iSheet is selected in the column configuration, users entering iSheet data in this column see a drop-down menu of the selected iSheets:

Enter a default value for the link text display:

If users should be able to rename iSheet links, enable the Allow users to rename links option.

Adding an iSheet link

In the Add item screen, click Browse under the iSheet link column to open the search page. Select the iSheet, and optionally select an iSheet view. Check the box next to one or more relevant items.

If the iSheet link column is configured to include multiple iSheets for selection, users may change which iSheets to select from via the drop-down menu at the top of the screen.

Once one or more relevant items are selected, click Insert to return to the Add item screen.

If Allow users to rename links is enabled, users may click the edit icon next to the iSheet item link to rename it.

The Edit icon opens the link display text for editing. Users may enter the iSheet link text and click the check icon to save the change. If a user does not rename an iSheet item link, it displays the default link value as the link text.

Once all links are added, and if needed, are renamed, click Save. iSheet links are displayed in the iSheet view as below:

Single link:

Multiple links:

Click an iSheet item link to display the full item in a modal window, as below.

iSheet link column configuration considerations

Users may always add one or more iSheet item links in an iSheet link column.  There is no Allow multiple values configuration setting that would allow admins to restrict users from adding more than one iSheet link.  

After creating and saving an iSheet link column in an iSheet, admins may modify certain iSheet configuration settings:

  • An admin may change which iSheets are available to users. Changing the iSheet selection source list after iSheet link columns have been populated by users does not remove any existing links.  
  • An admin may change the Default link value. Such a change does not retroactively update the iSheet link display text on existing iSheet item links, but new links created after the change display the new text.
  • An admin may enable or disable Allow users to rename links after the column is created and saved. If this feature is enabled and then disabled after entries have been added, users are not able to change the link text value of any previously entered iSheet links or new iSheet links created.

Permissions and deletion

If the underlying iSheet item linked via an iSheet link column is deleted the link text still appears, but when a user clicks the link an error message is shown. Likewise, if a user does not have permission to view the iSheet item linked, they see the link text and are able to click the link but are presented with the same message.

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