Editing Data in SharpCloud

While building your story, you may need to update or add data. SharpCloud provides several flexible methods to edit data depending on your needs.

 

Ways of Editing Data

You can edit data using the following approaches:

• Drag items within a view to update their values for displayed attributes
• Use the Item Properties panel to edit individual item details
• Edit directly in the Data Grid for bulk updates
• Use SharpCloud Forms to input or update data
• Update data in Excel and paste it into the Data Grid
• Use QueryConnect to synchronize data from multiple sources
• Use the Software Development Kit (SDK)
• Use the Public REST API
• Use SharpCloud Connectors

The Data Grid can be accessed via All Data from the Story dropdown in the toolbar (Create Mode).

 

Data Grid Configuration

You can customize the Data Grid by:

• Selecting which columns are displayed
• Reordering columns
• Saving the configuration as the default for the story

Note: This configuration applies to the story, not individual users. Owners and users with Create Mode access can modify it.

Published vs Unpublished Item

Items can be marked as Published or Unpublished.

• Published items are visible in views
• Unpublished items are hidden by default but remain in the data

Most views automatically filter to show only published items. You can confirm this in the View Setup filters.

 

Reviewing Unpublished Item

 

 

 

To review unpublished items:

• Adjust view filters to show unpublished items
  • 
• Use the Data Grid, display the Published column, and update item status as needed
  • 

Highlighting View-related Attributes

The Edit panel allows you to focus on relevant attributes:

• Use the dropdown to filter attributes
  • 
• Select Show Active in View to display only attributes used in the current view
  • 
• Optionally show only populated attributes

The Calculated Values tab highlights values used in the view layout or filters, though it does not filter the list.

Note: Attributes used only in Interactive Filters are not flagged unless part of the View Filter.