Concept type
In GreenDesk, model data is carried by Blocks with Values.
In most Worksheet tables, each row corresponds to a single Block, although sometimes information from more than one related Block is pulled into the table. When you use row-editing, you are actually editing the underlying values carried by one or more Blocks.
Adding a new row (a new Block with Values) to the most worksheet tables is easy. Just enter the new name in the field below the table and click .
Usually when you add a new Block row to a worksheet table it will give Expert System warnings about missing values with the symbols UNDEF (visit also this tutorial) or UNDEF. This is perfectly normal, desirable behaviour ! It's up to you to then provide the missing model data using row-editing or "easy-edit" (peudo-popup dialog) editing.
Usually GreenDesk knows exactly what type of Block needs to be added to each worksheet table, however sometimes you have to set some parameter (for example, a Block might have a choice of 'product type').
Some worksheet tables optionally filter on a parameter that can't be provided in advance, which filter can be enabled or disabled using a Display Option. So when you add a new Block row with the filter enabled, you won't see your newly added row yet. Just disable the filter, then use row-editing and set the relevant parameter. You can then re-enable the filter and the Block row will show.