Navigation & Interface

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2. Navigation & Interface

X-Sheets organizes your work around a top app bar, a spreadsheet selector, and three view modes: Grid, List, and Form.

2.1 App Bar

The top bar is always visible and contains the following elements (left to right):

Element Description
App Title Displays “X-Sheets”.
Spreadsheet Dropdown Shows the currently open spreadsheet name. Tap to switch between your spreadsheets.
Search Icon Opens the search/browse dialog to find a spreadsheet.
Create New (+) Opens the Create New Spreadsheet dialog.
Settings / Profile Opens the Settings page (account, subscription, app info).
Reconnect Icon (when needed) Red icon indicating re-authentication is required. Tap to sign in again.

2.2 Spreadsheet Context Menu

Tap the three-dot menu (or equivalent popup trigger) on the current spreadsheet to access these actions:

For Admins & Owners

  • Manage Data — Open the grid-based data editor.
  • Manage Views — Configure list and form views.
  • Edit Properties — Change name, description, or owner.
  • Share Spreadsheet — Manage user permissions.
  • Manage Versions — Access version history.

For All Users

  • Make a Copy — Duplicate the spreadsheet.
  • Close — Close the current spreadsheet.

Owner Only

  • Delete — Permanently delete the spreadsheet (requires confirmation).

2.3 View Modes

X-Sheets provides three ways to interact with your data. You switch between them using the view tabs or navigation within the app:

View Best For Details
Grid View Bulk editing, column management Traditional spreadsheet grid. See Data Editor.
List View Browsing and searching Card-based list with search, sort, and swipe-to-delete. See List View.
Form View Detailed record editing One record at a time with full validation. See Forms.

2.4 Switching Spreadsheets

You can switch between spreadsheets in two ways:

  1. Dropdown selector — Tap the spreadsheet name in the app bar and select another from the list.
  2. Search — Tap the search icon in the app bar to browse all spreadsheets you have access to.

2.5 Online/Offline Indicators

  • “Updating…” text appears in the toolbar when data is syncing.
  • A red security icon appears if re-authentication is required.
  • An orange banner at the top alerts you when a new app version is available, with an option to skip the update.

Next: Spreadsheet Management →