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Introduction

The Worksheet widget provides a powerful spreadsheet-like interface for viewing and editing related data in a tabular format. It's built on top of Handsontable and offers comprehensive data manipulation capabilities.

Overview​

The Worksheet widget displays related data as an interactive table where users can edit cell values directly, add new rows, delete existing rows and perform bulk operations. It supports various data types and provides Excel-like functionality including copy/paste, filtering, sorting and auto-fill.

Key Features​

Data Display and Interaction​

  • Tabular View: Display related data in rows and columns with customizable headers
  • Direct Cell Editing: Click any cell to edit values inline
  • Visual Indicators: Color-coded headers and cells to show edit states and validation errors
  • Context Menus: Right-click access to common operations
  • Column Resizing: Manually adjust column widths by dragging column borders
  • Conditional Formatting: Cell styling based on data values

Data Editing Capabilities​

  • Inline Editing: Edit cells directly without opening separate forms
  • Multiple Data Types: Support for text, numbers, dates, booleans, picklists, users, references and attachments
  • Copy/Paste: Standard clipboard operations for efficient data entry
  • Drag-Autofill: Extend data patterns by dragging cell handles (limited support for complex field types)
  • Validation: Real-time validation with error highlighting
  • Auto-save: Configurable automatic saving of changes
  • Undo/Redo: Track and reverse changes using standard keyboard shortcuts

Use Cases​

Choose Worksheet Widget when you need:

  • High-Volume Data Management:
    • Bulk Data Entry: When users need to enter or edit multiple records quickly
  • Data Analysis & Review:
    • Data Analysis: When users need to view and analyze related data in a structured format
  • Rapid Updates:
    • Quick Updates: When making rapid changes to multiple related records
  • Data Integration:
    • Data Export: When users need to export related data to external systems

Getting Started​

To start using the Worksheet widget:

  1. Configure the widget in your view layout
  2. Set up field visibility and permissions
  3. Configure data sources and relationships
  4. Test the widget functionality with sample data
  5. Train users on keyboard shortcuts and best practices

For detailed configuration and usage instructions, see the following sections: