Detaching CDE sheets Follow
Revizto automatically gets updates for sheets that are imported from Common Data Environments (CDEs). To prevent automatic updates, you can detach the sheet from the CDE and it will no longer automatically update.
Required permissions
Users require the following project access rights to detach sheets from CDEs. If you are unable to detach sheets your project role does not have the required rights or permissions.
You can view your access rights for a project by opening the project in Revizto Workspace, then opening the Project Team tab and clicking View project role or Set project role next to your role name. See Managing project roles for more information.
- To detach sheets you've added you need:
- Add new sheets
-
To detach any sheet from a CDE you need:
- Manage all sheets
Detaching sheets
Detaching sheets only applies to CDE documents
. Detached sheets use the standard sheet icon
.
You can detach sheets in either the sheet gallery or from the sheet viewer. Both methods are described below.
To detach multiple sheets in the sheet gallery:
- In the Revizto application, click 2D at the top of the window.
-
Select the sheet or sheets you want to detach in the sheet gallery.
- You can select multiple sheets by clicking the sheet checkboxes.
-
Click More
.
-
Click Detach from Docs from the menu.
- You have the option to update your sheets before detaching them, or maintaining current (cached) content. Select either "Cached content" or "Latest sheet versions from Docs" and then click Detach sheets.
To detach a sheet opened in the sheet viewer:
-
Within an opened sheet, click Detach from Docs
.
- Select either "Cached content" or "Latest sheet versions from Docs" and then click Detach sheets.