Data sheets

Your database designer can set up data sheets to use instead of the standard process for adding, editing, and deleting data. Data sheets are customized forms that are designed especially for your work.

Data sheets show only the fields that you need, arranged in groupings that reflect your way of working. Depending on the data sheet, you might be able to use it to enter data for related entities and links. For data sheets that contain linked entities, the upper part is used to enter details of the main entity while the lower part is used to enter data about any linked entities. The fields in the lower part can be a mixture of the link fields and the link end entity fields.

To use a data sheet to create a new entity and create links to new or existing entities, you can:
  • Select New > Datasheet > datasheet name.
  • Right-click on the entity type, and select New With > datasheet name. Data sheets are listed in the lower half of the menu.
To use a data sheet to review or edit an entity and its linked entities, including adding new links: select the entity, right-click and from the menu, select Show With > datasheet name.
Note: Your database designer might decide to make the data sheet the default method for entering record data for a particular entity. When you want to show records that you can choose whether to show the details in a data sheet. To make this choice, select one of the Show With options.