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New Sheets

Bringing speed, flexibility, and modern Excel-like functionality to your Fieldguide Sheets

New Sheets are purpose-built for speed, flexibility, and modern Excel-like functionality. This brings additional features to your sheets, including:

  • Drag-to-fill

  • Bulk copy-paste

  • Auto-row heights

  • Custom row heights

  • User presence icons

  • Faster load times

  • And more!

Enable New Sheets

Enable or disable New Sheets by using the toggle at the top-right of your sheet.

Add rows

To insert one or more rows above or below the current row, right-click on a row to open the settings menu, and then enter a number of rows to insert.

Or, hover over a row and click the + icon between rows to insert one row.

Move rows

To move a row:

  1. Hover over the handle on a row's left margin.

  2. Drag and drop the row to move it to a new location.

Keyboard shortcuts

In New Sheets, you can use keyboard shortcuts to navigate, select cells, and more. New Sheets has some new keyboard shortcuts in addition to the ones previously available in Standard Sheets.

Action

Keyboard shortcut (New Sheets)

Move one cell down, up, left, or right

Windows: Arrow key

Mac: Arrow key

Extend the selection of cells by one cell

Windows: Shift + Arrow key

Mac: Shift + Arrow key

Extend the selection of cells to the end of this column or row

Windows: Ctrl + Shift + Arrow key

Mac: Cmd + Shift + Arrow key

Clear the selected cells

Windows: Backspace

Mac: Delete

Undo

Windows: Ctrl + Z

Mac: Cmd + Z

Redo

Windows: Ctrl + Y

Mac: Cmd + Y

Copy a cell (or range of cells) to your clipboard

Windows: Ctrl + C

Mac: Cmd + C

Paste into a cell (or range of cells)

Windows: Ctrl + V

Mac: Cmd + V

Drag-to-fill

Drag a cell value down to populate the cells underneath it with the same value.

  1. Click a cell and hover over the bottom-right corner.

  2. Click and drag down to the row you want to fill to.

Set row height

To change a row's height:

  1. Hover your cursor over a row's bottom border.

  2. Click and drag to the desired height.

You can also bulk-set row heights in Sheets. Choose from small, medium, or large row heights and apply the setting across an entire Sheet. You can also manually customize individual row heights, and those values will remain unchanged by Sheet-level row height settings.

Or, use bulk actions to apply row height settings to specific selected rows rather than the entire Sheet.

Pin columns

Pin (AKA freeze), show/hide, reorder, and remove columns all in one central place.

To pin a column:

  1. Right-click on the column header and click Pin column. If a column is already pinned, you can unpin it here.

  2. Use the Manage Columns menu to drag to pin or unpin multiple columns at once.

Add a column aggregation

Add an aggregation to a column to calculate a sum, count, average, or another calculation.

To add an aggregation:

  1. Open the 3-dots menu on the column header and click Edit Column.

  2. Turn on the Aggregate totals toggle and select an aggregation type from the dropdown menu.

The aggregation will be displayed at the bottom of each section header.

Sample sheets

New Sheets supports sample sheets. See below for more information on how to use sampling feature in New Sheets.

  • Replace, rename, or delete a sample using the Edit Sample menu at the top of the sample sheet. The menu has five options:

    • Replace randomly: check the row you want to swap out, then confirm to replace it with a different random selection from the population.

    • Select to replace manually: opens the full population with current sample rows checked; check or uncheck rows to choose the sample yourself, then save.

    • Show removed samples: view rows that were previously replaced out of the sample.

    • Rename: rename the sample.

    • Delete sample: delete the sample.

  • Link a request by clicking the Create Request button.

Cell and row highlights

You can use highlights to color a row or cell on your sheet to convey status or mark an area to return to.

Add a highlight

Highlight a cell: Select one or more cells, then right-click and choose a color from the menu.

Highlight a row: Right-click on the left margin of a row and choose a color. Or, select multiple rows and use the bulk actions menu.

Remove a highlight

Highlighted cells and rows can be removed by selecting No Color.

Column filters

New Sheets includes the ability to filter columns on multiple values. You can:

  • Apply Excel-like multi-attribute filters with AND/OR logic.

  • Use familiar text filters from our standard sheets experience (contains, not contains, etc.).

  • Filter by list values for even more flexibility.

  • Magic columns, such as Sign Offs, contain special filter options.

Use the Filters menu to view all active filters across the sheet, see saved and unsaved filters, and clear filters in one place, and filter by unique rows or color, and hide signed off rows.

Additional Data

If your sheet is connected to a framework, use the Additional Data button to pull sections and controls from your client's library into the sheet that aren't yet included.

To open the menu, click Additional Data at the top of the sheet. The button label includes a count of items available to add. The menu can include:

  • Unmapped Controls: controls that don't yet have any mappings in this sheet.

  • Additional Sections: sections from the framework that aren't yet added to the sheet.

  • Additional Controls: controls that already have mappings elsewhere but aren't yet included in this sheet.

Add additional controls

To add controls that already have mappings but aren't yet part of the sheet:

  1. Click Additional Data at the top of the sheet.

  2. Select Additional Controls. The Add Additional Controls To This Sheet drawer opens, listing the available controls grouped by criteria. All controls are selected by default.

  3. Uncheck any controls you don't want to add.

  4. Click Add Controls.

Fieldguide adds the selected controls to the sheet as new rows, without overriding any existing data. Because controls are added as rows, the same control can be added to multiple sections.

Shared columns

When a sheet is sharing columns to another sheet, you can see which other row(s) are linked to a row by opening the linked rows menu next to the row key.

Share your feedback

We'd love to hear your thoughts! Submit your feedback about New Sheets.

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