Users can share worksheet information with portal users.
Users have the following configuration options:
Options | Explanation |
Heading | The heading text of the 'worksheet' component. It can be a maximum of 100 characters. |
Worksheet | The source worksheet is a compulsory item to decide where the information is drawn from. |
Filter | Information can display under certain level of filtering. Filter options include date, party responsible, procedural step, status, date added, added by, date updated and updated by. |
Form | The form view to be used when displaying records. A form must be created before it could present as an option. (click here for more information about form) |
Columns to show | All metadata are available for selection. Users can choose metadata that wish to share with the portal users. |
Editable fields | Users can choose the fields that allows portal users to edit. |
Primary sort field: Field | Users can choose a field as a primary sort field. |
Primary sort field: Order | Users can set the order as 'A to Z' or as 'Z to A'. |
Height | The display area of the portal page can be chosen from fit to content; at least half a page or at least a full page. |
Display example of 'worksheet' component:
Portal users can click on the entry to view the detail of the entry.
Portal users can click on 'edit' to edit the editable fields that are set from the configurations.