SharePoint Sheet Setup

How PersivApps turns a SharePoint Excel workbook into a working SmartTable — in four parts.

💡 Don't want to build one from scratch? Download the sample template (.xlsx) — a working entry sheet covering text, dropdown, number, date, time, radio, multi-select, and attachment fields, plus a matching display sheet showing the label/placeholder pattern. This is the exact same file the Download Sample Excel button in the app's own "Add New SmartTable" dialog generates.

The Four Parts

This topic is split across four pages, in the order you'll actually use them:

  1. Workbook & Creating a SmartTable — the required worksheets, and the actual create/refresh flow in the app
  2. Entry Sheet — Column Reference — every column header the entry sheet accepts, and a full worked example
  3. Field Types & Properties — every ui_smarttable_element type and every key the properties column accepts for it
  4. Display & Header Sheets — how the print/PDF layout is defined
ℹī¸ Naming Convention Worksheet names are matched case-insensitively across all three sheet types. 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.