How can Add Reusable Records to my Worksheet?

Reusable records allow you to efficiently add existing data to your Worksheet without recreating them from scratch. 

Steps to Locate and Add Reusable Records:

1. Open the Worksheet
2. Select the Add Option. Select the “+” button or the “Add Reusable Records” option from the available locations to add records to your Worksheet.
3. Search or filter records from the Reusable Library result set. (Use tags to refine listings based on Product and Process Families or any other categorizations defined by your administrators.)
4. Select the Records. Choose the records you want to add. Multi-select options as necessary.
5. Confirm Selection. Click confirm to include the selected records in your Worksheet.

Note: Reusable Records will display a diagonal background indicator for any cell data pre-defined by your administrators. Editing this data will break the linkage to the source content, meaning it will no longer stay in sync with the original source.