QUESTIONS THAT APPLY TO THIS TOPIC

• How do I create a new worksheet in Gorilla 4.x?
  

ANSWER

1. Open the Define Worksheets screen by clicking on Tools, then Define Worksheets
   
2. Click on “New.” There are 3 types of worksheets that you can create. To select a different type, click the small down arrow on the right side of the “New” button.
   In a form-type worksheet, you only input one set of data per Contact Group. The Grid Type is similar to Microsoft Excel; you have columns and rows, and can input many entries of data for each Contact Group. The Individual Grid Type allows you to input information for specific individuals in the Contact Group.
3. Once you have created a new worksheet, you can add fields to it. To add a new field, select the button that says New Field.  
   There are several customization options that you can choose from for each worksheet field. Each of the fields can be edited by selecting the entry in the center of the window, and editing its properties within that same window.
   • Caption: This is the label, or title for the field. This field cannot contain any spaces if you will be using the field as a merge field.
     
   • Is Required?:If you change this to Yes, then that field will be required for the worksheet. This is commonly used for data types such as Yes-No where there has to be a value.
     
   • Merge Field: Changing this to Yes will make the field available as a standard merge field for sending letters. This option is only available when you are working in a Form Typeworksheet.
     
   • Sort Order: This determines in what position the field will be in the worksheet. 1 is first, 2 is second, etc.
     
   • Type of Data: Select what type of data will be entered into the field.
     
     1. AccountList: This data type gets its list of accounts from the Contact Group that the worksheet is attached to.  
        
     2. Currency: Any numeric value entered in this type of field is formatted as currency.  
        
     3. Date: By selecting the drop-down box, a small calendar will appear where you can select the date.  
        
     4. Individual: You can select an individual from the Contact Group that you are working in from this field.  
        
     5. List: You can create a customized list to select from in this field. To add entries, highlight Value List on the right panel, and click on the 3-dot box. To add a new list value, click New, and enter the item. When you have added all the items needed to your list, click OK.
     6. Number: Any numerical value entered here will be formatted as a number.  
        
     7. Text: Use the text box to store any type of information.  
        
     8. Yes/No: This type of field will display either yes or no.
        
     9. Value List: This is used for the list data type. Refer to the list data type above for information about how to use this field.
        
4. In addition to adding custom fields to a worksheet, you can also add fields that will show existing information about the Contact Group in your worksheet. Click on the Include Existing button, and a new window will come up. Check the Select check box for any existing field that you would like to show up in the worksheet.
   
5. Once you have finished creating your worksheet, click Save.  
   You will be prompted to enter a name for your worksheet. The worksheet will now appear in the worksheet section of each Contact Group’s Info Sheet. 

For more information on Creating Worksheets, check out our video below: