Workbook & Creating a SmartTable
The worksheets a SharePoint workbook needs, and how to turn it into a live SmartTable.
Workbook Structure
Your SharePoint Excel file (.xlsx) must contain specific worksheets that PersivApps reads to generate the smarttable and display layout:
| Worksheet Name | Required | Purpose |
|---|---|---|
| entry (or contains "entry") | ✓ Always | Defines the smarttable fields, their types, validation, and layout — see Column Reference |
| display (or contains "display") | ✓ Non-relational smarttables | Defines the print/PDF layout — see Display & Header Sheets |
| header (or contains "header") | Optional | Defines a separate print/export header — see Header Sheet |
ℹ️ Naming Convention
Worksheet names are matched case-insensitively. Any sheet containing "entry" in its name is used as the entry sheet, any containing "display" is used as the display sheet, and any containing "header" is used as the header sheet.
Creating a New SmartTable
- Prepare your Excel workbook on SharePoint with the "entry" and "display" sheets
- Copy the SharePoint sharing URL of the .xlsx file
- In PersivApps, click + SmartTable in the sidebar
- Enter a smarttable name and paste the SharePoint URL
- Optionally check:
- Is Relational SmartTable — For lookup/reference data (no display sheet needed)
- Save Entry Data in Table — Store entries in a dedicated database table for better query performance
- Click Create
⚠️ SharePoint URL Format
The URL must point to an .xlsx file on SharePoint. Both direct file URLs and Doc.aspx sharing URLs are supported. The system uses Microsoft Graph API to read the workbook. Each organization can be configured with its own Microsoft Graph app registration (Tenant ID/Client ID/Client Secret) if it needs to read from a different Microsoft 365 tenant than the platform's default — talk to your System Admin if your SharePoint file lives in a separate tenant.
Refreshing a SmartTable
When you update the SharePoint spreadsheet (add fields, change layout), refresh the smarttable in PersivApps:
- Open the smarttable's entries page
- Click More → Refresh SmartTable
- The system re-reads both sheets and creates new versions
- Existing entries are preserved — they continue using their original version
ℹ️ Versioning
Each refresh creates a new entry version and display version. Existing entries retain their original version, so changing the spreadsheet won't break previously saved data.