Welcome to the Worksheet! The Worksheet is packed with capabilities so you can manage and organize your data more effectively than ever before.
The Worksheet supports many column actions that allow for seamless workflows without having to leave the page. To view these column actions, click the three dots (...) on any column. The following actions will appear in a pop-up:
- Copy to New
- Copy from Existing
- Add a Blank Column
- Add a Product / Formula Column
- Expand Summary
- Edit Name
- Create Property Task
- Create Batch Task
- Auto Generate SDS
- Lock Product
- Pin Column
- Remove Column
These actions will be explained in more detail below.
Copy to New / Copy from Existing
Copy to New
The Copy to New functionality is used to copy the selected Product / Formula to a new column for easy formulation adjustments or iterations. You can select how many copies of the Product / Formula you want to create from the pop-up.
Copy from Existing
The Copy from Existing functionality is used to import a Product / Formula from a different project to the selected column. This functionality automatically imports the proper inventory items and amounts into the selected Product / Formula column on the current project.
Adding and Removing Columns to the Worksheet
There are two types of columns that can be added to the Worksheet:
- Product / Formula columns
- Blank columns
Only blank columns can be removed. For more information on adding and removing columns to the Worksheet, please go to this help article.
The Expand Summary functionality is used to open the inventory page for the selected Product / Formula in a separate tab so you can look at existing lots, advanced batch instructions, SDS information, notes, or any tasks that have been linked to the selected Product / Formula.
The Edit Name functionality is used to change the name of the Product / Formula or Blank column in the Worksheet. Once selected, just type in the new name and either click off the cell or hit Enter to confirm the change.
Create Property Task
The Create Property Task functionality is used to create a Property Task for the selected Product / Formula. Once selected, a pop-up will appear on the right side to enter the Task details without having to leave the Worksheet. After creation, the new task will show up linked in the Results grid and in the Tasks module. From the Results grid, you can also duplicate tasks and view task details, without having to leave the Worksheet!
Create Batch Task
The Create Batch Task functionality is used to create a Batch Task for the selected Product / Formula. Once selected, a pop-up will appear on the right side to enter the Task details without having to leave the Worksheet. After creation, the new task will show up in the Details page for the Product / Formula, in the Batches section in the Apps Grid, and the Tasks module.
The Auto Generate SDS functionality is used to create an SDS for the selected Product / Formula. Once selected, a pop-up will appear on the right side to enter the required product information to generate the SDS. After creation, the SDS will automatically download to your computer / work station. For more information regarding SDS within Albert, please go to this help article or contact your local EHS representative.
Unlock / Lock Product
The Unlock / Lock Product functionality is used to either unlock the Product / Formula for editing values or to lock the Product / Formula so no further changes can be made. Once unlocked, inventory values can be edited and new items can be added to the formulation. Unlocking the Product / Formula also allows for the Copy from Existing functionality to be used.
Hovering over any cell of a locked product will show a locked icon.
Pin / Unpin Column
The Pin / Unpin Column functionality is used to either Pin the specified column to the left side of the divider or to Unpin the specified column from the left side of the divider. This functionality is useful for columns that you are actively using and editing so side scrolling is not necessary.
(TIP: When creating columns inline to a pinned / unpinned column, the new column will be in the same state that the selected column currently exists.)
Normalizing Product Columns
The Normalize column functionality is used to bulk the selected Product / Formula up or down to the specified value. This is particularly useful when wanting to work in units outside of percentage. When normalizing, you can select particular inventory items to stay in a constant state to give flexibility in formulating.
Changing the column widths and / or expanding the columns will save at the last state you had it at, so even after refreshing you will not need to make these changes again. State Management allows for easier UI customization of the Worksheet grid without having to keep changing it back after each login.