Step 3 : Creating & Managing Work Sheets
- Matthew Garrett
Article Index
Work Sheets are a spreadsheet based on a selected Register, with criteria applied.
They are created in the Work Book screen.
Procedures
Adding A Work Sheet
From the Work Book list, select a work book to which a new work sheet will be added.
With the Work Sheet list selected, from the Manage toolbar group, click
. The Work Sheet dialog will be displayed.
Enter the details.
Click Save. The dialog will close and a new work sheet will be added.
Applying Criteria
Criteria can be applied to a Work Sheet in the form of Selection and/or Sorting.
Important
Grouping, though it appears as an option, is currently unavailable. It can be selected for future use, but will not be applied.
Selection Criteria
This determines which records (jobs) are displayed in the Register spread by applying field requirements.
Applying Selection Criteria To A Work Sheet
From the Work Sheet list, select a work sheet to which the criteria will be applied.
With the Sheet selected, from the Manage toolbar group, click . The Select Criteria Selection dialog will be displayed.
Enter the details.
Click Save. The dialog will close and sorting will be applied to the selected work sheet.
Applying Sorting
This will determine the order of the list when using the Register spread.
From the Work Sheet list, select a work sheet to which sorting will be applied.
With the Sort panel selected, from the Manage toolbar group, click
. The Sort dialog will be displayed.
Enter the details.
Click Save. The dialog will close and sorting will be applied to the selected work sheet.