Worksheet - Column Functionality

Welcome to the Worksheet! The Worksheet is packed with capabilities so you can manage and organize your data more effectively than ever before. 

Column Functionality

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:

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 three types of columns that can be added to the Worksheet:

  1. Product / Formula columns
  2. Blank columns
  3. Lookup columns

Only blank and lookup columns can be removed. For more information on these columns and how to add and remove them, please go to this help article.

Expand Summary

The Expand Summary functionality can be used to open a pop-up within the worksheet displaying information about the selected Formula / Product. Clicking "Open Details" at the bottom left of the pop-up will open the entire inventory page 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.

Edit Name

The Edit Name functionality is another way (outside of double-clicking the name) 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.

Auto-Generate SDS

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.

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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.

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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. 

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State Management

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.

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