Manage Custom Form Datasheet

1. Access the Datasheet Builder.
2. Next to the Datasheet Caption label, select , select the datasheet to which you want to add fields.
   The datasheet appears in the Datasheet Builder workspace.
3. In the Available Items pane, select the field that you want and drag it into the Datasheet Builder workspace.
   The field is added to that datasheet.
4. Select Save.
   The datasheet is saved.

   Note: The field that is added to the datasheet will be available for you in Family Management, whereas to access the field from other modules, you must log out and log in to GE Digital APM. For other users who are being logged in to GE Digital APM, the created field will be available only when they log in to the application again.

1. Access the Datasheet Builder page.
2. Next to the Datasheet Caption label, select , select the datasheet to which you want to add a section.
   The datasheet appears in the Datasheet Builder page.
3. Select the datasheet section to which you want to add fields.
4. In the Available Items pane, select the field that you want and drag it into the appropriate section.
   The field is added to that section.
5. Select Save.
   The datasheet is saved.

   Note: The field that is added to the datasheet section will be available for you in Family Management, whereas to access the field from other modules, you must log out and log in to GE Digital APM. For other users who are being logged in to GE Digital APM, the added field will be available only when they log in to the application again.

1. Access the Datasheet Builder page.
2. In the upper-right corner of the page, select , and then select the section for which you want to modify the caption.
   The datasheet appears in the Datasheet Builder page.
3. Select .
   The Datasheet Information window appears.
4. As needed, modify the value in the Caption box.
5. Select Update.
   The datasheet caption for the field is modified.

This topic describes how to hide a datasheet belonging to a family that you do not want to appear for the corresponding records.

1. Access the Datasheet Builder page for the family containing the datasheet that you want to hide.
2. Next to the Datasheet Caption label, select , and then select the datasheet that you want to hide.
   The selected datasheet appears.
3. Select .
   The Datasheet Information window appears.

   

4. Select the Hide check box.
   Note: You cannot hide a datasheet that is marked as default. If you want to hide a default datasheet, in the Datasheet Information window, clear the Default check box, and then select the Hide check box.
5. Select Update.
   The datasheet is saved and is not displayed for any record corresponding to the family.

1. Access the Datasheet Builder page.
2. Next to the Datasheet Caption label, select , and then select the datasheet you want to modify.
   The datasheet appears in the Datasheet Builder page.
3. In the Available Items pane, select the field that you want to remove.

   

4. Select .
   The datasheet section is removed.
5. Select Save.
   Note: The removed family will no longer be available for you in Family Management, whereas to ensure that the field is not accessible from other modules, you must log out and log in to GE Digital APM. For other users who are being logged in to GE Digital APM, the deleted field will not be available only when they log in to the application again.

1. Access the datasheet for which you want to rearrange the rows.
2. Select and drag the items that you want to remove back to the Available Items pane, and then select and drag the items to the available rows as needed.
3. Select Save.
   The datasheet is saved reflecting your changes.

1. Access the datasheet that you want to modify.
2. In the workspace, select the label that you want to modify, and then enter your changes directly.
3. Select Save.
   The item label is modified.

• Configure a Custom Layout datasheet field in a double-column configuration:
  1. From the Available Items pane, add a field to your datasheet section.
  2. In the datasheet workspace, select the field that you want to resize, and then select .
     The field is resized.

     Note: You can configure the Datasheets to accommodate four columns in the Custom Layout.
• Change a Custom Layout datasheet field configuration from multi-column to single column:
  1. Select the field that you want to resize.
     Note: If you have more than one field on the same row, you must first select and drag all the fields back to the Available Items pane, except the field that you want to resize.
  2. Select .
     The field is resized to take up its entire row (i.e., a single-column configuration).

1. Add a new section to a datasheet, and select the custom layout.
2. Add fields that you want to group to your new section.
3. Select , select the items in your datasheet that you want to group, and then select .
   The items are grouped together with a single shared heading.

   

   Note: You can edit the heading for the group by selecting the heading and entering your preferred heading name.

1. Open the datasheet containing the group that you want to modify.
2. In the Available Items pane, select the item that you want to add to the group, and then drag it into the group.
   The item is added to the group.

   Note: The newly added field will be available for you in Family Management, whereas to access the field from other modules, you must log out and log in to GE Digital APM. For other users who are being logged in to GE Digital APM, the created field will be available only when they log in to the application again.

1. Open the datasheet containing the field group that you want to modify.
2. Select the item that you want to remove from the group and drag it to the Available Items pane.
   The item is removed from the group.

   Note: The field that is removed will no longer be available for you in Family Management, whereas to ensure that the field is not accessible from other modules, you must log out and log in to GE Digital APM. For other users who are being logged in to GE Digital APM, the deleted field will not be available only when they log in to the application again.

1. Open the datasheet containing the group you want to ungroup.
2. Select the group heading, and then select .
   The items are ungrouped on the datasheet.

1. Add a section to a Custom Form datasheet.
2. Name the Datasheet section.
3. Select .
   The tabular layout table is added to the datasheet.
4. Select Save.
   Note: The section with the tabular layout will be available for you in Family Management, whereas to access the section with the tabular layout from other modules, you must log out and log in to GE Digital APM. For other users who are being logged in to GE Digital APM, the section with the tabular layout will be available only when they log in to the application again.

• Add a column:
  1. Create a datasheet section with tabular layout.
  2. In the blank workspace for the section you created, select .
     A column is added to the datasheet table structure.

     Note: You may add up to five columns to a tabular layout datasheet.
  3. Select Save.
• Delete a column:
  1. In the workspace for the section, select the column that you want to delete.
  2. Select .
     The column is removed from the datasheet table structure.
  3. Select Save.

• Add a row:
  1. Create a datasheet section with tabular layout.
  2. In the blank workspace for the section you created, select .
     A row is added to the datasheet table structure.
  3. Select Save.
• Delete a row:
  1. In the workspace for the section, select the row that you want to delete.
  2. Select .
     The row is removed from the datasheet table structure.
  3. Select Save.

• Add fields in a datasheet:
  1. On the Datasheet Builder page for the datasheet to which you want to add fields, add the columns and rows that you need for your datasheet.
  2. In the Available Items pane, drag and drop the fields you want to add to the row where you want them.

     

• Delete fields from a datasheet:
  1. On the Datasheet Builder page for the datasheet to which you want to delete fields, add the columns and rows that you need for your datasheet.
  2. Drag and drop fields from the datasheet back to the Available Items pane as needed.