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Last updated
Last updated
Snippets can be generated based on sheets, a standard or virtual model. To begin, you need access to the functional area. Navigate to the sheet or model for which you want to create snippets. Upon clicking the sheet or model, on the level 2 header, you can find the Snippets icon to initiate snippet creation.
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When you click on Snippets, you will notice two panes: Public and Private. Existing snippets will appear in these panes based on their privacy settings. Public snippets can be accessed by anyone with functional area permission, while private snippets are exclusively accessible by the user who created them.
For each sheet and model, a default view is automatically generated. It contains the transactional data contained in the model. Only the standard model contains an additional view that maintains an audit history of transaction made to the data, per the user timestamp.
Next to the existing snippets, you will find icons that allow you to perform various operations on existing snippets, such as
Opening them in a new tab: This operation allows you to view the content of the snippet in a separate browser tab.
Adding them to favorites: You can mark a snippet as a favorite, making it readily accessible from the JustPerform landing page for quick and frequent reference.
Copy: This action duplicates the snippet, creating an identical copy that can be modified or used independently from the original.
Delete: This operation removes the snippet permanently, deleting it from the list of snippets.
At the bottom of the pane, you will find the Create Snippet option, which enables the creation of new snippets.
To close the snippet pane, simply click the icon.