Datasheet Module

The Datasheet module allows a user to manage all the Individual, Pedigree, and Table datasheets in the database. You can customize existing datasheet formats and create new ones.

Once you open the Datasheet module, there are two buttons, the Load Datasheet and the New Datasheet.

• Load Datasheet – loads a datasheet format (Individual, Pedigree, or Table) from the folder that is selected.
• New Datasheet – creates a new datasheet based on the type selected, the folder to save it in, and the name of the format.

Datasheet Buttons

When you are complete with choosing either option, you will then be brought to the Datasheet Design section. You will see a toolbar with buttons that are used to design the datasheet.

• Tabs
  • Add Tab – Adds a new tab to the right of the datasheet with the specified tab name.
  • Rename Tab – Renames the current tab you is selected.
  • Copy Tab – Copies the current selected tab to be pasted.
  • Paste Tab – By default, this option will be grayed out, unless you have first used the Copy tab option. Then this option will become available. This pastes the tab to the right of the datasheet with the name that is given.
  • Delete Tab – Deletes the currently selected tab after you confirm on the Delete Tab window.
• Add Text – Adds a free text box to the datasheet where you can enter any text.
• Save – Saves the current format as the format name that the format was created with.
• Save As – Saves the datasheet format under a different format name.
• Print – Prints the selected tab of the datasheet format.
• Grid Opt
  • Show Grid – Shows the grid-lines for the datasheet.
  • Show Page Breaks – Shows the Page Breaks on the datasheet.
  • Snap to Grid – Snaps fields to the edges of the grids so that they are aligned and more organized.
  • Show/Edit Tab Order – Lock the datasheet formatting so you can modify the tab order of the fields. Clicking inside a field sets that field, starting with 1 being the first one to tab to, then the number increments for other fields that are clicked on for the order of tabbing. Select this option again to cancel the editing of the tab orders and go back to the datasheet editing mode.
    • Reset Tab Order – Reset the order of tabbing back to the default when the fields were added to the datasheet.
  • Show Margins – Shows the margins for the datasheet on how it will appear based on the option selected below.
    • FHQ – Shows the margins for how the datasheet will look from the Patient view. This is typically the Family History Questionnaires for when the patients are filling out their information.
    • Tablet – Shows the margins for how the datasheet will look on a tablet.
    • Custom – You can specify the length and width of the margins to see how the datasheet will look.
  • Horizontal Grid – Adjust the horizontal grid line size.
  • Vertical Grid – Adjust the vertical grid line size.
• Undo – Undos the action of moving and sizing fields.
• Redo – Redos the action of moving and sizing fields.
• Copy – Copies a field on the datasheet to be pasted on another tab. This is initially grayed out until a field is selected.
• Paste – By default this is grayed out until the Copy button has been used first, in which case, you can then use the Paste button to paste a field onto the existing tab.
• Select All – Selects all the fields and text boxes on the datasheet.
• Alignment – Aligns multiple selected fields according to the first field that was selected in that group.
  • Align Left – Aligns the fields’ left edge to the left edge position as the first field.
  • Align Right – Aligns the fields’ right edge to the right edge position as the first field.
  • Align Top – Aligns the fields’ top edge to the top edge position as the first field.
  • Align Bottom – Aligns the fields’ bottom edge to the bottom edge position as the first field.
  • Size Horz – Sizes the fields to the same horizontal width as the first field.
  • Size Vert – Sizes the fields to the same vertical height as the first field.

Field Properties

The Field Properties pane on the right side displays various settings that can be changed for the selected field(s).

• The Field path and type is displayed.
• The font for the field’s data.
• The font size for the field’s data.
• The color for the field’s data.
• Bold for the field’s data.
• Italics for the field’s data.
• Underline for the field’s data.
• Left alignment for the field’s data.
• Center alignment for the field’s data.
• Right alignment for the field’s data.
• Tab Oder – Used to specify the tabbing order of a specific field. 1 being the first field can can be tabbed to and 2 would be the second field that can be tabbed to.
• Show Border – Shows the border of the field.
• Show Field Type – Shows a symbol specifying the type of field.
• Heading
  • Display Heading – Displays the heading of the field from the text box below.
  • Heading – The heading to be displayed near the field.
  • The font for the field’s heading.
  • The font size for the field’s heading.
  • The color for the field’s heading.
  • Bold for the field’s heading.
  • Italics for the field’s heading.
  • Underline for the field’s heading.
  • Position – The heading text position being to the Top, Left, Bottom, or Right of the field.
  • Alignment – The heading text alignment being either to the Left, Center, or Right of the field.
  • Help Text – The help text that is added to a field as a small question mark icon. When the user moves the mouse over the icon, they will see the help text.