Datasheets List
- Last UpdatedJul 23, 2025
- 3 minute read
The Datasheets List is the main grid for adding/editing datasheets. Datasheets in this grid are listed by document number. By default all datasheets assigned to equipment in the project are shown in the grid.
Access the Datasheets List
To open the Datasheets List, click Select in the Grids and Schedules section of the Home tab.
Select Datasheets under the Lists heading from the list of grids that is then displayed. The Datasheets List grid is then displayed:
Datasheets List - List Tools Options
The following options are located on the List Tools - Datasheets tab
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Records Section |
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Refresh |
These common options are also located on the Home tab. Refer to the Common Functionality User Guide for details. |
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New |
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Edit |
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Delete |
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Action Section |
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Open |
Open the selected datasheet for editing/viewing/print previewing of the technical data (editing of title block and revision information should be done from the Edit button). Displays the Datasheet Data Entry window. |
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Update |
Displays the Update options window which updates the spreadsheets of the selected datasheets with the current project data. If an Excel workbook file does not exists the file is created in the project's datasheet folder. |
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Update with Changes |
Updates spreadsheets of selected datasheets with the changes highlighted in the previous issues of the datasheets. |
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Issue |
Issues and updates selected datasheet(s). It takes a snapshot of the data in the datasheet's mapped cells and saves it to database for future reference. Refer to Datasheet Issues for further information. |
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Open Issues For Selected |
Displays the Issues window listing all the issues of the selected datasheet. Refer to View a List of Previous Issues for further information. |
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Open Issues For All |
Displays the Issues window listing all the issues of all datasheets in the list. Refer to View a List of Previous Issues for further information. |
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Revisions |
Displays a list of all datasheets and their revisions. Refer to Viewing and Editing Multiple Datasheet Revisions. |
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Add Revision |
Displays the Revision Entry window, used to add a revision to the currently selected datasheet. Refer to Create a Revision. |
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Edit Revision |
Displays the Revision Entry window, used to edit the current revision of a selected datasheet. Refer to Edit a Revision. |
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Highlight Documents for Reissue |
Used to highlight which issued datasheets include data that has been changed in the database and therefore should be reissued. Refer to Highlight Datasheets for Reissue. |
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Tools Section |
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Batch Assign Tags |
Displays the Batch Assign Tags to Datasheets window, which lists all equipment tags not yet assigned to a datasheet and provides facilities for the assignment/creation of multiple tags to datasheets in a batch process. Refer to Batch Assign Multiple Tags to Datasheets for details. |
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Printing Section |
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Number of Copies |
Select the number of copies required for printing. |
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Print all selected datasheet(s). |
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Print with Changes |
Prints with changes from the previous issue highlighted. |
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Print To PDF |
Creates a PDF file of the selected datasheets. |
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Print To PDF with Changes |
Creates a PDF file of the selected datasheets with changes from the previous issue highlighted. Refer to Print Datasheets for further information on these options |
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Export Section |
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To External System |
Publishes documents to the area that was set up using the Setup > Datasheets Publishing Configuration option on the Project tab. Refer to Datasheet Publishing. |
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To Document List |
Displays a window in which the selected documents can be merged into a single document, which is then added to the Document List and can be published. Refer to Merge Datasheets into a Single Document for further information. |
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Selected Datasheets |
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Copy / Archive to Folder |
Used to export datasheet files to a folder defined during the export process. Refer to Export Datasheets to a Specified Folder. |
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Copy / Archive to Folder with Changes |
Used to export datasheet files to a folder defined during the export process with changes from the previous issue highlighted. Refer to Export Datasheets to a Specified Folder. |
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Copy to User Defined Names |
Used to export datasheet files to a pre-defined folder or folders with file names in a pre-defined, user-defined format. Refer to Exporting Datasheets. |
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Copy to User Defined Names with Changes |
Used to export datasheet files to a pre-defined folder or folders with file names in a pre-defined, user-defined format, with changes from the previous issue highlighted. Refer to Exporting Datasheets. |