Overview
The Spreadsheet Widget offers a familiar, Excel-like interface, presenting your data in a clear table format. It supports filtering by column header, sorting and inline editing, making it easy to update information quickly and efficiently.
Understanding Spreadsheet Widget
Once a Spreadsheet Widget has been configured, it will appear on the Workspace. Users with Creator, Co-owner, or Editor permissions can drag and drop the widget to reposition and resize it as needed.
The table below provides a quick overview of Spreadsheet Widget:
Action | Visual Guide |
The Filters panel allows you to define specific search criteria to narrow down results and quickly find relevant items. Filters specified within the widget configuration are respected as the primary level of filtering. Any additional filters applied by the user within the widget itself serve only to narrow down the available data, without altering the original filter settings. You can apply one or multiple filters based on fields such as status, date, user, or custom metadata, helping you refine your view with precision.
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The Sort panel allows you to define a custom sort order by selecting up to five fields and specifying the sort direction for each (ascending or descending). This enables users to apply a different sorting logic than the default defined in the widget configuration. A users preference will not be remembered for the next time they access that workspace.
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The Group panel allows you to define a field you want to use to group the search results. This enables users to apply a different grouping logic than the default defined in the widget configuration. A users preference will not be remembered for the next time they access that workspace.
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Adjust the Row Height. Options include short, medium and tall. A users preference will not be remembered for the next time they access that workspace.
Note: When Preview Media Files is enabled, the Short and Medium options will utilise the Media File Holder for Search Result as List defined within Module Settings. For the option Tall, we utilise the Media File Holder for Search Result option
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Maximise the widget to occupy the full height and width of the workspace. You can Restore it to its previous size at any time.
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The checkbox at the beginning of each row allows you to select multiple items for Bulk Operations. To select all items at once, use the checkbox in the column header. You can also select a range of items by clicking one checkbox, then holding Shift and clicking another—everything in between will be selected automatically.
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The actions menu, located at the beginning of each row, provides access to a range of additional features—including changing status, copying the item, launching online proofing, and more.
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Launch Online Proofing for the specific item
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The Save button becomes active once changes have been made to any visible cells within the item view. If any required fields are missing or validation errors are present, a red badge will appear to indicate the issue—providing clear guidance on why the Save button may remain inactive.
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Add a new item to a specific module. The dropdown menu next to the add button allows access to Bulk File Uploader and Export functionality.
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