Load Sheet Configuration

Load Sheets are used to link multiple modules together in a single Excel Connect template. From this section administrator can manage the configuration of Excel Connect Load Sheets.

To configure a Load Sheet, follow below steps:

  • Login to MDO with login credentials
  • Click on setting icon located on top right section.
  • Click on Advanced
  • Click on Load Sheet Configuration
  • Click “Add New Sheet” button

Below is the list of actions a user can perform in this section.

 

Column Details
Load Sheet Description User can provide description for the load sheet  in this section.
Parent Module This list gives the list of all modules configured in MDO. Select the module against which child records should be created.

 

The records in child module will be created against a record in the parent module.

Module This list gives the list of all modules configured in MDO. Select the module(s) which should be linked with the parent module.

 

  • Click on “Save” to save the Load Sheet.
  • Click on “Details

Below is the list of actions you can perform in this section.

 

Column Details
Module The list of all modules assigned to the Load Sheet is shown under this section.
Layout The Layouts section corresponding to a module gives the list of all layouts configured for the module. User can select the layout which is to be used  in the load sheet

 

Click on “Save

  • Click on “Assign” Specify the role(s) which have/do not have access to the Load Sheet by checking/unchecking the check box from the field “Choose” for the respective role.