Viewing and analyzing data is one of the important points of business operations. Each department may not need to use each data, or the order of the displayed data may differ. If you are experiencing such a situation; We are happy to announce SpreadsheetWeb Hub’s new Data Layout feature!
The purpose of this functionality is to allow users to have better control over their data page layouts by saving and storing multiple layouts for their application data pages. With this feature, users can create different layouts for each application's data page and set the default layout for each user, department, or certain groups according to needs.
What is a Data Page?
Let’s first remember what a data page in SpreadsheetWeb Hub is. Any SpreadsheetWeb application can be enabled to capture user submitted data and store it in a database. Each user summitted data is called a record. These records can be viewed through SpreadsheetWeb Hub’s data pages. Each authenticated user can access previously saved records under a SpreadsheetWeb application depending on their security privileges. Data pages consist of a data table that displays system-generated fields related to the created records. If desired, these data tables can be customized by adding input and output fields to display user-submitted data without opening records one by one.
How to Use Data Layout Feature?
Creating, setting as default, or deleting layouts are only enabled for the users who has Data Layout claim. Note that, every user has the rights automatically for their own workspaces. On the other hand, invited users should have the correct rights to see and use Data Layout feature. Workspaces rights and restrictions can be managed under Application rights in either Edit User or Edit Template pages.
To create new layouts, go to the 'Data' page and select the application that you want to create a new layout. When clicked, Save Layout as New command pops up a dialog with Text which will be the name of the layout and Set as default layout options to set the layout as the active layout. Once saved you will be able navigate between saved layouts and manage them.
Customizing Layouts
The data that needs to be displayed, and the order of the data on the data table may vary from department to department or employee to employee. With the Data Layout feature, you can change the order of the columns in the data table and, add or delete columns and add new layouts for different departments or users so; everyone can see what they needs to see when they open the data page of an application.
So, how can these created layouts be assigned according to users or groups/departments? Layouts can be applied to specific users or user groups under the same Identity Template by using Apply Layout feature. And what's best about this feature is that you can even predefine them for new users, so your members see what you want them to see right from the get-go!
To use this feature, open the Data page and select the layout you want to be assigned. Then, select the Apply Layout option. You will see a pop-up window with two fields: User and Templates. If you want to assign the selected layout to one or more users, you can select the name of the users you want from the ‘Users’ field.
If you want to assign the layout for a certain group or department, you can select the desired group/department from the ‘Templates’ section. Note that, to assign a layout to a group/department; you must first create identity templates suitable for your groups/departments.
With SpreadsheetWeb Hub’s new Data Layout feature, users can now create and save multiple layouts for the data pages of their applications. They can customize data columns and save them for later without having to redo the layout each time. Also, they can improve their data security by assigning these layouts to users and groups to make sure that the saved data is only seen by the users who need to see them!
For more information about how to use SpreadsheetWeb Hub’s new Data Layout feature, do not forget to check out our help page or our course about this feature!
