Add Records Directly Through Sheets
Users can now add new records directly through the sheet. Select the "Create" button from the sheet and a new row will be created at the bottom of the sheet to enter data.
The create button also has a new split drop down that delivers two additional options directly on the sheet for users:
- Create Record in Form: This launches the modal data entry form as the previous create button did from sheets.
- Import Data from Spreadsheet: Allows users to import data to the sheet's primary table. This is useful for businesses trying to load data from legacy systems, loading data during an acquisition or uploading a list of new feature requests from customers.
Record Indicators
As you add new records to sheets, the system will indicate with a button on the left side of the row the status of the record:
- Asterisk: Indicates that a record is new in the sheet view.
- Exclamation Point: Indicates that a record does not have the required data entered to finish saving. The more drop down on the left hand side of a row has an option to view the row's errors if they exist. Records with errors are saved but have their validation status set to failed.
Record Archiving
Essembi's active / inactive record concept has been modified to be active / archived. Records can now be archived through the more button from the sheet view.
New View Filtering Options
There are new filter options available:
- Validation Status: Enables users to see records that have not passed all the required validations (e.g., field requirements or customized save logic).
- Archived Status: Enables users to easily filter for records that are active, archived or both.
- Created Date / Time: Filters for records that were created at a specific time. Great for finding specific tickets that were created this week.
- Created by User: Filters for records that were created by a specific user.