Detaching CDE sheets Follow
Revizto automatically updates 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.
In this article:
See also:
Required permissions
Detaching sheets from a CDE requires specific project access rights. If you are unable to detach sheets from a CDE, contact your account, project, or license admin.
You can view your access rights from the Project Team page in Revizto Workspace by 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:
- To detach any sheet from a CDE you need:
Detaching sheets
Detaching sheets only applies to CDE documents, indicated by CDE sheet icons . Detached sheets use the standard sheet icon
.
You can detach sheets in either the sheet gallery or from an open sheet. Both methods are described below.
To detach sheets in the sheet gallery:
- Open the project's sheet gallery by clicking 2D (2 or Ctrl + E) at the top of your application.
- Select the checkboxes next to the sheets you want to detach in the sheet gallery.
- In the main toolbar, click More
.
-
Click Detach from Docs from the dropdown menu.
- Select the sheet content you want in the newly detached sheet.
- Cached content: Maintain current cached content.
- Latest sheet versions from Docs: Update the sheets before detaching them.
- Click Detach sheets.
To detach an open sheet:
- In the sheet's toolbar, click click More
-
Click Detach from Docs from the dropdown menu.
- Select the sheet content you want in the newly detached sheet.
- Cached content: Maintain current cached content.
- Latest sheet versions from Docs: Update the sheets before detaching them.
- Click Detach sheets.