Introduction

GridBuddy is a native Force.com application for the mass creating, editing and deleting of multiple objects within one view. One parent object (such as Accounts) and up to four child objects (such as Contacts, Opportunities, etc.) can be exposed in each Grid. GridBuddy supports most standard objects and all custom objects. It supports standard Salesforce, the Service Cloud Console, Portals, Communities, Salesforce1, and Lightning.

Users with administrative access utilize the 3-step Grid Wizard to:

  • Configure the Grid to include almost any standard object and any custom object
  • Specify access to records on a grid (create, edit and delete)
  • Select the fields to be exposed for each object
  • Specify access to records at an object level (create, edit and delete)
  • Define filters to determine which records to show, how many and in what order

Grids can be distributed using links, custom tabs, via the "Grids" tab, or in record detail pages.

Create, update, or delete records using the "Edit", "New / Edit", "Delete", and "Save" buttons. Large Grids will appear on several pages that can easily be navigated. Users can increase or decrease the number of records per page, expand and collapse views on an object or page level, and open record detail pages.

Salesforce object and field level security, validation, permissions, workflows, and triggers are incorporated on a per user basis.

Features

  • View, edit, create new and delete records from one parent object and multiple related children on one screen
  • Define Grids easily using a 3-step wizard
  • Select fields to appear in the Grid
  • Filter records on a per object basis
  • Order records on a per object basis
  • Specify entire Grids, or individual objects within the Grid, as editable or read-only
  • Specify whether the user can create new records or delete existing records in the entire Grid for individual objects
  • Access record detail pages directly from the Grid
  • Access Grids from a custom link or tab
  • Use grids to supplant standard Salesforce related lists with inline editable and creatable related lists
  • Salesforce security permissions and validation rules enforced in the Grid
  • Create as many Grids as your org permits in GridBuddy Unlimited (Salesforce storage limits apply), or up to 3 in GridBuddy Free
  • Organize Grids into folders and assign folder access to the profiles in your org.
  • Launch Salesforce standard and custom actions from grid rows, globally, or in batch.

Supported Objects Updated!

GridBuddy supports all custom objects and external objects in addition to the following standard objects:

  • Account
  • Account Contact Role
  • Account Feed
  • Account Partner - read-only, not creatable, not deletable
  • Account Team Member
  • Asset
  • Campaign
  • Campaign Member
  • Case
  • Case Comment - not deletable
  • Case Contact Role
  • Case Feed
  • Case Milestone - not creatable, not deletable New!
  • Case Team New!
  • Community - not deletable
  • Contact
  • Contact Feed
  • Content
  • Content Version - not creatable, not deletable
  • Contract
  • Contract Contact Role
  • Entitlements
  • Event
  • Event Relation (formerly Event Attendee) - not creatable
  • Idea
  • Lead
  • Lead Feed
  • Opportunity
  • Opportunity Contact Role
  • Opportunity Feed
  • Opportunity Product
  • Opportunity Line Item Schedule

    When creating new or editing existing Opportunity Line Item Schedule records, please make sure all Opportunity Line Item Schedule records related to a single Opportunity Product have consistently entered Quantity and Revenue values, otherwise Salesforce will display an error, and the data won't be saved. For example, if one Opportunity Line Item Schedule record only has a value for Quantity, the other Opportunity Line Item Schedule records under the parent Opportunity Product must also only have a value entered for Quantity. If both Quantity and Revenue are entered, the same must be entered for all new or edited Opportunity Line Item Schedule records under the parent Opportunity Product.

  • Opportunity Partner - read-only, not creatable, not deletable
  • Opportunity Split
    • Opportunity Split does not show the Split Type field in the Grid Wizard because it comes from a different object, called Opportunity Split Type. To workaround this, create a custom text formula field on Opportunity Split called "Split Type" that's set to SplitType.MasterLabel. This custom field will appear in the Grid Wizard and can then be added to the grid.
    • When editing the Percent (%) field, the decimals must be specified.
  • Opportunity Team Member
  • Orders - If you have not previously enabled Orders you will have to enable them in Setup.
  • Order Product - not creatable
  • Partner - read-only, not creatable
  • Price Book
  • Product
  • Profile - read-only, not creatable, not deletable
  • Quote
  • Quote Line Item
  • Report - not deletable.
  • Solution
  • Task
  • User - not creatable, not deletable. The following fields are read-only on the User object:
    • Account ID
    • Contact ID
    • Full Name
    • Last Login
    • Last Password Change or Reset
    • Last Referenced Date
    • Last Viewed Date
    • Offline Edition Trial Expiration Date
    • Profile ID
    • Role ID
    • Sales Anywhere Trial Expiration Date
    • Url for full-sized Photo
    • Url for Thumbnail sized Photo
    • User Type

External Objects Support Updated!

GridBuddy supports external objects. External objects will appear in the same sections as standard and custom objects on page 2 of the Grid Wizard. External objects can be configured as parent and child objects of grids, and can be configured using GridBuddy's object cross-referencing feature. GridBuddy supports editing external objects.Unlimited Only

Note: To use GridBuddy with External Objects, the external data service must allow filtering by the external id.

Limited Custom Setting Support

GridBuddy now has limited support for public custom settings. Although both list and hierarchical custom settings will display as parent object options on page 1 of the Grid Wizard, only list custom settings are officially supported. Follow the Grid Wizard steps to create a grid for a public list custom setting, except do not include the "Location" field in page 2 of the wizard. This is a field that Salesforce creates a default value for, and it should not be altered.

Supported Field Types

GridBuddy supports fields of the following types to appear on the Grid:

  • Boolean
  • Combobox
  • Currency
  • Date
  • Date Time
  • Double
  • Email
  • ID
  • Integer
  • Multi Picklist
  • Percent
  • Phone
  • Picklist
  • Reference
  • String
  • Textarea - rich text will display as plain text in edit mode
  • URL

Using the Grid Wizard

The Grid Wizard enables users with the "Customize Application" and "View Setup and Configuration" Administrative permissions (set in the user Profile) to determine the objects, records and fields they wish to expose and/or edit within their Grid. Note, users' profiles must also have "Modify All" access on the "GridBuddySettings" object in order to use the Grid Wizard. The user can then apply filters, record limits and ordering preferences.

Landing page Updated!

On the Grid Wizard Landing page you can choose between the following options:

  1. Manage Grids: Use the picklist to create a new grid or configure an existing grid. Check the Enable Lightning styles checkbox to apply Lightning styles in GridBuddy.
  2. Manage Grid Wizard Permissions: When enabled, the "non-admin" option allows non-admin users to launch the Grid Wizard from a Grid's "Edit Settings", "Edit Fields", and "Edit Admin Filters" links under the "More" button. By default only admin users with "View Setup & Configuration" and "Customize Application" permissions see the"Edit Settings", "Edit Fields", and "Edit Admin Filters" links under the "More" button. Like admin users, non-admin users are required to have Grid Wizard access in order to make configuration changes.
  3. Manage Actions: Click the link to navigate to the Manage Actions page where you can create, update and delete actions.
  4. Manage Folders: Click the link to navigate to the Manage Folders page where you can create, update or delete folders, organize your existing grids into folders, and assign folder access to profiles.
  5. Manage Tabbed Pages: Click the link to navigate to the Manage Tabbed Pages page where you can create, update and delete tabbed pages.
  6. Manage Custom Code New! Unlimited Only : Click the link to navigate to the Manage Custom Code page where you can create, update and delete custom code for your grids.
  7. Manage Grid Meta Data: GridBuddy uses meta data to display dependent and record type picklists, lookup filters, and lookup layouts on grids. When a new grid is created, the meta data is automatically retrieved for it and stored in the "GB Global Meta" custom object. If dependent or record type picklist values, or lookup filters or layouts change in your org, use the Refresh All Grid Meta Data link on the landing page to update the meta data for your grids. You can disable the meta data service using the Disable Meta Data Service link and you can re-enable it at anytime.

    To ensure this service works:
    1. API Access must be enabled in your org.
    2. API Access on the GridBuddy package must be set to Unrestricted.
    3. The Remote Site named GridBuddy_Meta_Service pointing to https://pure-water-7579.herokuapp.com must be active.
    4. Your Profile must have the API Enabled and Modify All Data permissions.
    5. The setting Lock sessions to the IP address from which they originated must be unchecked under Setup > Security Controls > Session Settings.

    NOTE: Salesforce Professional Edition does not allow Metadata API access. This means Professional Edition users will be not able to use this meta data service to display dependent and record type picklists, or lookup filters or layouts. If the Manage Grid Meta Data section is not displayed, and you have grids defined, it means you do not have the Profile permissions required to run the meta data service.

Grid Wizard Buttons and Links Updated!

Button Description
Save Saves changes on the current page.
Next Saves changes and takes you to the next page.
Back Saves changes and takes you to the previous page.
Refresh Refreshes the page without saving changes.
Delete Allows you to delete a Grid configuration; only appears on page 1.
Clone Allows you to clone a Grid configuration; only appears on page 1.
Manage Folders Takes you to the Manage Folders page where you can organize grids into folders and manage which profiles have access to folders; only appears on page 1.
Manage Actions Takes you to the Manage Actions page where you can create, update, and delete grid actions; only appears on page 2.
Manage Tabbed Pages Takes you to the Manage Tabbed Pages page where you can create, update, and delete tabbed pages; only appears on the landing page.
Manage Custom Code New! Unlimited Only Takes you to the Manage Custom Code page where you can create, update, and delete custom code; appears on the landing page and on page 1.
Embed Grid Opens the Embed Grid widget which can be used to create a grid Visualforce page that can be embedded into record detail pages. This button will only appear on page 1 of the Grid Wizard for grids that are configured with at least one field.

In the widget, there are three steps to follow:
  1. Choose a filter option. The first option will filter the grid by the id of the parent object in context. Use this option if you'd like to add this grid into the record detail page of the grid's parent object.

    The second option allows you to filter the grid by any field of the parent object, or any field of the parent object's parent. The value that you enter can either be a literal value, e.g. "Acme", or a merge field, e.g. {!Name}. You can specify the object to embed the grid on in case it's different than the parent object of your grid.

    For example, if embedding an "Opportunities and Products" grid onto an Account detail, choose the second filter option, specifying the field name as AccountId, field value as {!Id}, and object as Account.

    Note, if you don't see the object you want in the drop down, copy the Visualforce code and create your Visualforce page manually. Then enter the object you want in this section: standardController="[your object's API name here]". See the "fpf" and "fpv" URL parameters in the Grid URL Parameters section for more details on how this filtering option works.

  2. Optionally add a tab to your Visualforce page. This sets the stage for adding additional tabs with other grids. Note, additional tabs can be added by editing the Visualforce page after it has been created.

  3. Click the "Create Page" button to automatically create your Visualforce page with your grid embedded in it. Your page will have this naming convention: GBEmbed_[grid name], e.g. GBEmbed_MyOpportunities. Alternatively you can copy the code generated in the widget and create the Visualforce page manually.
Once your page has been created, add the new page onto your object's page layout. In the page layout editor, specify a height of 525 and no scrollbars for your Visualforce component, and you're all set!
Launch Grid Opens the current Grid in a new window. This link only appears when enough Grid information has been defined.

Step 1: Create Grid Configuration Updated!

Step 1 of the Grid Wizard lets you name a Grid, choose the Grid parent object, specify data management and display options.

Note: changing the Parent Object of an existing grid will delete all the user-defined filter (see User-Defined Filtering) and column settings (see User-defined columns).

Field Description
Grid Select a Grid name from the picklist if you would like to edit that Grid. The page will refresh and display the selected Grid's information. Edit the information and save. If you would like to create a new grid, ensure "Create New..." is selected.
URL Can be used to create a web tab, a custom link or button for the home page, or a standard or custom object. See the Grid Access section for more details.
Name Specify a name for the Grid.
Parent Object The primary object for your Grid.
Created By For existing grids, displays the name of the user who created this grid and the date it was created.
Last Modified By For existing grids, displays the name of the user who last modified this grid and the date it was modified.

Data Management

Field Description
Edit Make this grid editable vs.read-only.
Create Enable inline creates.
Mass create Enable mass create.
Roll back on save Disallow partial saves on record fail. If one record fails, roll back all records to the last saved state.
Mass update Enable mass update.
Delete Enable mass delete.
Delete all For single object Grids, users can delete all data in Grid result set.
Roll back on delete Disallow partial deletes on record fail. If one record fails, roll back all records to the last saved, undeleted state.
User-defined filtering Users can define their own filter conditions.
User-defined columns Users can define their own column order and/or hide columns.
Export Users can export records.

Display

Field Description
Show header Show the standard Salesforce header.
Show sidebar Show the standard Salesforce left sidebar.
Display as read-only Users will need to click the Edit button to edit data.
Repeat parent object header Repeat parent header if related records exist.
Compact view Wrap headers and minimize textareas for narrower columns.
Records per page The number of parent records per page. This option is enabled when at least one field is selected on page 2 of the Grid Wizard.
Related object options
  • Show related objects expanded - Related objects and their related records will be expanded.
  • Show related objects collapsed - Related object sections will be displayed, but their related records will be collapsed.
  • Hide related objects - Related objects will not be displayed, only parent records will be visible.
Grouping options
  • Show groupings expanded - For grids with group by fields configured, show all group by headers when the grid loads. If unchecked, only the first level of group by headers will be visible.
  • Show record details - For grids with group by fields configured, show records under each group by header when the grid loads. If unchecked, records will be hidden when the grid loads.

Grid Access

Field Description
Choose Folders Set grid access by assigning the grid to any of the existing folders. Clicking on a folder name will show which grids and profiles are currently assigned to that folder.

Custom Code New! Unlimited Only

Field Description
Choose Custom Code Choose custom code for the grid by clicking the green "+" icon. Order custom code by dragging them within the selected code section. Remove custom code from the grid by clicking the red "-" icon. Note, global CSS and global JavaScript will appear in the selected code section for all grids and cannot be removed or reordered.

Step 2: Select Grid Fields & Actions Updated!

In Step 2 of the Grid Wizard, you can specify the fields, chart, and actions that should display on the grid.

In the Select Fields section, the Choose an Object section shows you the parent object for the Grid and its related child objects. Newly created grids will automatically add the Name (or similar) field to your grid, which will be displayed in the Selected Fields section.

  • Search for objects using the search box at the top of the Choose an Object section.
  • Click an object name to see its fields in the Choose Fields section.
  • Search for fields using the search box at the top of the Choose Fields section.
  • Select fields in the Choose Fields section by clicking the green "+" icon next to the field name. Added fields will appear in the Selected Fields section.
  • Deselect fields by clicking the red "-" icon next to the field name in the Selected Fields section.
  • Order fields by dragging them within the Selected Fields section.
  • Click the Show field API names link to see API names next to the field labels. Click Hide field API names to hide the API names.

Your Grid can have a maximum of 4 child objects. Specify up to 40 total fields in GridBuddy Unlimited, or up to 15 fields in GridBuddy Free. No more than 10 picklist fields can be in a Grid. Grids cannot be saved or launched if no fields are selected. At least one parent object field must always be selected.

Note: adding or removing a child object on an existing grid will delete all the user-defined filter (see User-Defined Filtering) and column settings (see User-defined columns).

Object Cross-Referencing Unlimited Only Updated!

Cross-reference data from objects that don't have a relationship on the Salesforce schema level. When this feature is enabled in your org, you will see:

  • A section named Additional Objects in the Select Fields section - this lists all GridBuddy-compatible objects available in your organization, and they may or may not be related the parent object.
  • A blue arrow ">" icon next to applicable lookup fields in the Choose Fields section.
Indirectly related objects can be associated in GridBuddy in 2 ways:

  1. Map the objects to a common field. For example, setup a grid of Contacts and Leads, matching the Lead records by their Email field to the Contact's Email field. The Contact and Lead objects are not natively connected in Salesforce, but through Object Cross-Referencing users can work with them together.

    Object_cross_ref_mapped_5.2.pngPage 2 of the Grid Wizard showing a grid with Contact as the parent object and Lead as a child. If a Lead has the same email address as a Contact the Lead will display as related to that Contact on this grid. 
    To set this up:
    1. Choose an object from the Additional Objects section in the first pane.
    2. Choose the fields for the grid.
    3. A new section for that object will appear in the Selected Fields section along with a mapping widget, where you specify the fields that map the parent to this object. The mapped fields should be of similar data types. See the list of compatible mapping data types below.
  2. Use a lookup field on a related object to traverse to the object on the other side. For example, setup a grid of Campaigns with Contacts and Leads that are associated through the related Campaign Member object.

     Object_cross_ref_lookup_5.2.pngPage 2 of the Grid Wizard showing a grid with Campaign as the parent object and Contact and Lead as a children. If a Campaign has related Campaign Members, either the Contact or Lead related to those Campaign Members will display as related to the Campaign on this grid.
    To set this up:
    1. Choose a related object from the Related section in the first pane.
    2. In the Choose Fields section, find the lookup field that you want to see the other side of, it should have a blue arrow icon.
    3. Click the blue arrow icon, the pane will be refreshed to show fields from the underlying object.
    4. Choose the fields for the grid.
    5. A new section for that object will appear in the Selected Fields section, and the path for how that object got selected will appear next to the object name in gray.
    Note, the blue icon will appear to applicable lookup fields that meet the follow criteria:
    1. The field is for an object that is directly related to the parent object of the grid, and the object is not Task or Event.
    2. The data type of the field is Reference.
    3. The field is not Record Type.
    4. The field only has a single reference-to object (e.g. Case Owner looks up to two reference-to objects, and thus does not show the arrow icon).
    5. The field is not a recursive relationship field (e.g. the Parent Case field on the Case object is a recursive relationship, and thus does not show the arrow icon).
    6. The field does not point to the User object. 
Supported Object Cross-Reference Data Types for Mapping Fields
Supported Data Type Compatible Data Types
Combobox Combobox, Email, Phone, Picklist, String, URL
Email Combobox, Email, Phone, Picklist, String, URL
Phone Combobox, Email, Phone, Picklist, String, URL
Picklist Combobox, Email, Phone, Picklist, String, URL
String Combobox, Email, Phone, Picklist, String, URL, ID, Reference
URL Combobox, Email, Phone, Picklist, String, URL
ID ID, Reference, String
Reference ID, Reference, String
Double Integer, Double
Integer Integer, Double

Object Cross-Referencing Opportunities and Line Item Schedules New!
When Opportunity is the parent object of a grid, it is possible to configure Line Item Schedule (OpportunityLineItemSchedule) as a child object using the "Map the objects to a common field" technique described above.

When clicking the Line Item Schedule object in the Additional Objects section to view its fields, you will see the Opportunity ID field in the Choose Fields section. This Opportunity ID is the ID of the Opportunity associated to a Line Item Schedule's parent Opportunity Product (OpportunityLineItem). This Opportunity ID field is not in the Salesforce schema. Use this Opportunity ID field to map to the ID field of the Opportunity object.

Object_cross_ref_mapped_oppty_to_schedule_5.3.pngPage 2 of the Grid Wizard showing a grid with Opportunity as the parent object and Line Item Schedule as a child. Line Item Schedules will display as related to Opportunities on this grid if the Opportunity has Opportunity Products with schedules established.
Object Level Settings

You can customize create, edit, and delete settings for individual objects on the grid. To access these settings, click the ellipsis icon next to the object’s name. Each of the following fields is customizable as long as it is enabled for the entire grid on Step 1 of the Grid Wizard:

  • Label: Specify a label to show for this object on the grid.
  • Plural Label: Specify a plural label to show for this object on the grid.
  • Edit: Specify whether an object is editable or read-only.
  • Create: Specify whether a user can create new records on this object.
  • Delete: Specify whether a user can mass delete records with this object.
  • Editable Related Column: Specify whether the object shows as a list in a single cell within a parent's row. This option is only available for child objects. When Editable Related Column is checked, the Column Label input appears. Read more here.
  • Flat View Unlimited Only: Specify whether the fields for this object should show within the same row as the parent object. This option is only available for child objects. Read more here.

Contact_object_level_settings_5.2.pngThe Object Level Settings widget open for the Contact object on page 2 of the Grid Wizard.

Field Properties Updated!

You can customize how a field appears on the grid by defining the following field properties: label, read-only, required, quick filtercolumn width, and summary type. To access custom field properties, click the ellipsis icon to the right of the field name. This will open a dialog box with custom field properties:

  • Label: when a field is given a label, the label will be shown in grid headers and throughout the grid.
  • Read-only: when a field is set to Read-only, users will not be able to edit this field. When a field is natively required in the object definition, it can be marked as Read-only. When a field is natively read-only in the object definition, the Required and Read-only options will be disabled.
  • Required: when a field is set to Required, users will not be able to save new or existing records without filling out this field.
  • Quick Filter New!: when Quick Filter is checked, a button will appear at the top of the grid for this field allowing you to quickly filter the grid data. Supported data types will have two options, browse and search. Default operators are assigned for the browse and search options. If there are existing filters on the field, depending on the existing operator and filter criteria, either the browse or search section will appear as default when the Quick Filter button is clicked. Below are data types with the respective default operators and supported filter options.
  • Column width: enter the desired column width in pixels for the selected field measured. This will determine the column width for this field on the grid. Most field input types, such as String, Textarea, Reference, Currency, Number and Percent will resize to fill the column width. Date, and Date Time field types will not resize smaller than the necessary size of their input.
  • Summary Type: for numeric fields, users can select a rollup summary type: SUM, MIN, MAX, AVG. Summaries can be applied to fields that have a numeric data type, as well as picklist and text fields that you know have numeric values. When enabled, summaries will display a summary row above the object's data rows with the field values rolled up on the grid. Summary values are updated dynamically as you change the grid data. The summary only takes into account the data loaded on the page, not the entire dataset. If group by fields are configured on page 3 of the Grid Wizard, summaries selected here will appear within each grouping on the grid. Also, when group by fields are configured, summaries will be for the entire dataset of the grid, not just the current page of the grid. And summary values will not be updated dynamically as you change grid data.
Quick Filter Options and Default Filter Operators by Data Type
Data Type Quick Filter Option(s) Default Filter Operator
Currency, Percent, Integer, Double search only equals
Text, Combobox, Email, URL, Phone search only contains
Id, Lookup search only equals
Date, Date Time, Boolean browse and search equals
Record Type, Picklist browse and search includes (browse)
contains (search)
Multi Picklist browse and search includes (browse)
equals (search)
Textarea not supported not supported

 

 

Amount_Field_Properties_Widget_5.2.png The Field Properties widget open for the Opportunity Amount field on page 2 of the Grid Wizard.

Data Cards New! Unlimited Only

Enable the Data Card feature to configure Primary Fields, which always appear on grids, and Data Card Fields, which are hidden initially, and accessible by clicking the Data Card icon in a grid row. To enable this feature, click the Data Card icon next to an object's label. When the Data Card feature is enabled, the icon color turns blue and you will see the Primary Fields and Data Card Fields sections appear within the fields list.

Drag and drop to move a field from the Primary Fields section to the Data Card Fields section. Note that one primary field is required for all objects.

When enabling Data Cards, the first seven fields stay in the Primary Fields list, and the others are automatically moved to the Data Card Fields section. When selecting additional fields, if there are already seven fields in the Primary Fields section, then the additional fields will be added to the Data Card Fields section. If there are no fields in the Data Card Fields section, you’ll see a section for the user to drag fields into.

To disable Data Cards, click the Data Card icon again. This will move all fields back into the primary list.

See how Data Cards look in a grid under the Data Card section.

Note, Column Width and Summary Type in the Field Properties widget are disabled for Data Card fields.

Data_Card_Config_on_GW2_5.2.pngData Cards enabled for the Account object on page 2 of the Grid Wizard.
Charts

Visualize your grids with configurable charts, that update in real-time as you update your grid data. Charts use data from the grid's entire result set and can be setup for single and multi-object grids in various sizes. Create a chart from almost any related field on your grid. A common chart use case is seeing Opportunity Amounts by Stage (specify Stage as the X-Axis field, and Amount as the Y-Axis field). Available chart options:

  • Title: This will be displayed in the chart header.
  • Type: Options are bar, line, donut.
  • Size: Options are extra small, small, medium, large. These sizes roughly correspond to Salesforce's report charts.
  • X-Axis: A category field whose values will be appear on the horizontal axis, for example Opportunity Stage.
  • Y-Axis: A numeric field or record count whose values will appear on the vertical axis, for example Opportunity Amount, for example. You can choose a text field for this axis, but the values have to be numeric otherwise they'll be treated as 0.
  • Group By: Optional, a secondary category field that will group the X-Axis values. For example, if the chart is configured to show Opportunity Amount by Sales Rep, you can group by Stage to see the breakdown of each Sales Rep's pipeline.
  • Show Labels: Optional, display value labels above the data points automatically instead of on hover. 

Restrictions and known behaviors:

  • If the Y-Axis chart field is on the parent object, the X-Axis and Group By chart fields also have to be on the parent object.
  • Charts can reference fields from up to 1 child object.
  • If both X-Axis and Y-Axis chart fields are on a child object, the Group By field cannot be on a parent object field.
  • Charts cannot be configured on cross-referenced objects.
  • In multi-currency orgs, if there are records of multiple currencies in a grid, and summaries are enabled, the summary rows may show a different currency than the chart.

Charts can be embedded as standalone components for dashboards or record detail pages, and will launch the related grid when clicked.

Click the Embed button to launch the Embed widget, where you can optionally configure the standalone chart to have a different size and type than the default chart. The size and type of the standalone chart do not affect the chart settings that appear on the grid.

gw2_chart_config_embed_5.2.png
The Embed chart widget on step 2 of the Grid Wizard showing a different Type and Size option than the default chart configuration.

 

Note: Changing the parent object of a grid (on page 1 of the Grid Wizard) will reset any previously configured charts for the grid, and will cause standalone/embedded charts to become invalid.

Conditional Formatting

Create conditional formatting rules to format a field based on a condition. The rules are evaluated real-time, so you’ll see your changes when you update your grid even before you save it. You can use the conditional formatting widget (see screenshot below) to see what rules are applied to your grid. A common use case is to color all Opportunities green if the Amount is over $1,000.

Conditional_formatting_on_grid_5.2.pngConditional formatting on the Grid.

 

Conditional Formatting rules are configured on page 2 of the Grid Wizard in the Conditional Formatting section.

There are 3 ways to format a field or row:

  • Format a field based on its value. For this, select the same field in both field dropdowns.
  • Format a field based on another field’s value. To do this, select the field to evaluate in the first dropdown and the field to format in the second dropdown.
  • Format an entire row based on a field’s value. To do this, check the “entire row” checkbox. 

Fields:

  1. Rule name: Give your rule a name that describes the rule.
  2. Evaluated field: We'll evaluate this field’s value to see if we need to apply the formatting specified. Supported data types are: Boolean, Currency, Date, Date Time, Double, Formula, Integer, Percent, Picklist, String, and Textarea.
  3. Operator: Define a logical operator for the evaluation of the selected field.
  4. Value: We'll evaluate against this value to determine to apply the rule or not.
  5. Formatted field: Optional, pick a field to apply the formatting to. The default is the evaluated field, but it can be any other field on the same object.
  6. Format entire row checkbox: Optional, select this to apply the formatting to the entire row.
  7. Background color: Optional, pick a color to apply as the background color.
  8. Text color: Optional, pick a color to apply as the text color.
  9. Text formatting: Optional, select one or more text formatting options.
gw2_conditional_formatting_5.2.pngConditional formatting rules on step 2 of the Grid Wizard.

Popular Examples:

  • If the Opportunity Amount is greater than 1000 set the background color to green.
  • If the Account Rating equals Hot, set the background color to red for the entire row.
  • If the Task Due Date is less than a specific date, color the Task Name blue.

When creating a rule on a Date or Date Time field, you can use these relative dates for the value:

  • YESTERDAY
  • TODAY
  • TOMORROW

Restrictions and known behaviors:

  • When defining rules for currency fields, currency symbols should not be added to the value.

 

Actions

In the Select Actions section, select one or more actions you want to enable on the grid. The actions displayed are associated to the objects you have selected and saved in the above Select Fields section. To define actions click the Manage Actions link or button.

Step 3: Define Grid Filters

Use Step 3 to filter the data that is shown in your Grid and to order your Grid results. You can apply filter and ordering conditions to each object that you selected fields for in Step 2.

No more than 5,000 parent records can be retrieved for a single Grid. Child records are retrieved per page and different limits apply. We suggest you use the options in this step to ensure the data you are requesting falls within these limits and your data set is specific to your business need and more meaningful for your users.

 

Admin-Defined Saved Filters

Multiple filters can be saved in Step 3. Each filter that is saved will be available for selection by grid users.

gw3_admin_saved_filters_5.2.png 
Saved Filters picklist on step 3 of the Grid Wizard displaying the default and saved filters.

Each grid has a default filter that is created automatically. The default filter can be updated and cloned, but not deleted. The default filter will appear as "(Default filter)" in the My Filter picklist on the grid. Any other filters saved on Step 3 will appear with the "(Admin)" prefix in the My Filter picklist. Note, the filters saved on Step 3 will still show in the My Filter picklist on the grid even if User-Defined Filtering is not enabled for the grid.

To create additional filters, you can create new or clone:

  • To create new, select "Create New..." in the filter picklist at the top. Make any changes and click "Save" to save your new filter. Note, filters cannot be named "Default" or "Default filter".
  • To clone, click the "Clone" button to clone the currently selected filter. The filter widget will reload and the name of the filter will be defaulted to "Copy of + [filter name]".

To edit a filter, select the filter from the filter drop down, make any changes and save. To delete a filter, select the filter from the filter picklist then click the "Delete" button. Note, the default filter cannot be deleted.

Record Ownership

Specify whether the Grid will display all records or only the records the current user owns.

Filter by Field

Select up to 10 Filter by Field conditions. Enter a value in the input text box to indicate the filter condition. A blank value in the input text box denotes that the condition will evaluate for a null value.

Below is a list of all available operators and a description of the conditions they check for. Some operators are not available for all field data types.

Operator Description
equals Field value exactly matches criteria.
not equal to Field value does not match criteria.
starts with Field value starts with the characters entered in the criteria field.
contains Field value contains any of the characters specified in the criteria field.
does not contain Field value does not contain any of the characters specified in the criteria field.
less than Field value is less than the value of the criteria field.
greater than Field value is greater than the value of the criteria field.
less or equal Field value is less than or equal to the value of the criteria field.
greater or equal Field value is greater than or equal to the value of the criteria field.
includes Typically used with the comma separator to designate multiple values. For multi-select picklist, field value includes one of the comma separated values in the criteria field (NOTE: if you want to indicate multiple values for a single criterion in a multi-select picklist, use the semi-colon; for example "Value 1;Value 2, Value 3" would match all records that have Value 1 and Value 2 selected OR Value 3 selected). For all other data types, field value exactly matches one of the comma separated values in the criteria field.
excludes

Typically used with the comma separator to designate multiple values. For multi-select picklist, field value does not include any of the comma separated values in the criteria field (NOTE: if you want to indicate multiple values for a single criterion in a multi-select picklist, use the semi-colon; for example "Value 1;Value 2, Value 3" would match all records that have Value 1 and Value 2 selected OR Value 3 selected). For all other data types, field value does not include all of the comma separated values in the criteria field.


For all text-based data types, the operators are not case sensitive. Also for text-based data types, the equals, not equal to, contains, does not contain, includes and excludes operators allow you to specify multiple values for a criteria by separating the values with a comma. For example, the below filter condition returns all records where Billing State/Province (a text field) equals CA or NY:
Billing State/Province - includes - CA,NY

For record type and picklist fields, all available operators will evaluate a comma separated list of values. For example, the below filter condition returns all records where Industry (a picklist) starts with A, B, or C:
Industry - starts with - A,B,C

By default, filter conditions will be evaluated together with a boolean "AND" operator. For example, if three filter conditions are specified they will be evaluated as (1 AND 2 AND 3). See the Advanced Filter Conditions section below to specify other boolean conditions.

Fields that are single and multi-picklists, record types, or booleans will have their values accessible by clicking an arrow in the filter value input. You can also begin typing in the input to see matching values.

Locked Filters

Filter conditions can be locked to prevent grid users from editing those filter conditions when User-Defined Filtering is enabled. To lock a filter, simply click the Locked checkbox. If there are one or more locked filter conditions, then the Advanced Filter Conditions must be specified. See the Advanced Filter Conditions section below for details on how to add locked and unlocked filters to the Advanced Filter Conditions.

Filter by Formula

GridBuddy supports the following formulas as criteria in the Filter by Field section:

Formula Description
$Date.today() For Date fields, return today's date. This formula also allows you to add and subtract days to today's date. For example, a date of one week ago could be represented by entering "$Date.today() - 7" in the Filter by Field criteria text box.
$DateTime.now() For DateTime fields, return the current date and time. This formula also allows you to add and subtract days to the current time. For example, a date/time of one week ago could be represented by entering "$DateTime.now() - 7" in the Filter by Field criteria text box.
$User.ShortId() For ID and Text fields, return the ID of the current user in short (15 character) format. This formula can be used with formula fields that pull in an Owner Id in 15 character ID format.
$User.LongId() For ID and Text fields, return the ID of the current user in long (18 character) format.
$User.Name() For Text fields, return the full name of the current user.
$User.FirstName() For Text fields, return the first name of the current user.
$User.LastName() For Text fields, return the last name of the current user.
$User.UserName() For Text fields, return the username of the current user.
$User.ShortProfileId() For ID and Text fields, return the Profile ID of the current user in short (15 character) format. This formula can be used with formula fields that pull in a Profile Id in 15 character ID format.
$User.LongProfileId() For ID and Text fields, return the Profile ID of the current user in long (18 character) format.
$User.ShortRoleId() For ID and Text fields, return the Role ID of the current user in short (15 character) format. This formula can be used with formula fields that pull in an Role Id in 15 character ID format.
$User.LongRoleId() For ID and Text fields, return the Role ID of the current user in long (18 character) format.

GridBuddy supports the following relative Salesforce date filters that apply to both Date and Date Time fields. Refer to the Salesforce documentation for additional details on these filters: https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_dateformats.htm

Filter Description
YESTERDAY  
TODAY  
TOMORROW  
LAST_WEEK  
THIS_WEEK  
NEXT_WEEK  
LAST_N_WEEKS:n For the number n provided, starts 12:00:00 of the last day of the previous week and continues for the last n weeks.
NEXT_N_WEEKS:n For the number n provided, starts 12:00:00 of the first day of the next week and continues for the next n weeks.
LAST_MONTH  
THIS_MONTH  
NEXT_MONTH  
LAST_N_MONTHS:n For the number n provided, starts 12:00:00 of the last day of the previous month and continues for the last n months.
NEXT_N_MONTHS:n For the number n provided, starts 12:00:00 of the first day of the next month and continues for the next n months.
LAST_90_DAYS  
NEXT_90_DAYS  
LAST_N_DAYS:n For the number n provided, starts 12:00:00 of the current day and continues for the last n days.
Example: Account Created Date - equals - LAST_N_DAYS:365
NEXT_N_DAYS:n For the number n provided, starts 12:00:00 of the current day and continues for the next n days.
Example: Opportunity Close Date - greater than - NEXT_N_DAYS:15
THIS_QUARTER  
LAST_QUARTER  
NEXT_QUARTER  
NEXT_N_QUARTERS:n Starts 12:00:00 of the next quarter and continues to the end of the nth quarter.
Example: Account Created Date - less than - NEXT_N_QUARTERS:2
LAST_N_QUARTERS:n Starts 12:00:00 of the previous quarter and continues to the end of the previous nth quarter.
Example: Account Created Date - greater than - LAST_N_QUARTERS:2
THIS_YEAR  
LAST_YEAR  
NEXT_YEAR  
NEXT_N_YEARS:n Starts 12:00:00 on January 1 of the following year and continues through the end of December 31 of the nth year.
Example: Opportunity Close Date - less than - NEXT_N_YEARS:5
LAST_N_YEARS:n Starts 12:00:00 on January 1 of the previous year and continues through the end of December 31 of the previous nth year.
Example: Opportunity Close Date - greater than - LAST_N_YEARS:5
THIS_FISCAL_QUARTER  
LAST_FISCAL_QUARTER  
NEXT_FISCAL_QUARTER  
NEXT_N_FISCAL_QUARTERS:n Starts 12:00:00 on the first day of the next fiscal quarter and continues through the end of the last day of the nth fiscal quarter.
Example: Account Created Date - less than - NEXT_N_FISCAL_QUARTERS:6
LAST_N_FISCAL_QUARTERS:n Starts 12:00:00 on the first day of the last fiscal quarter and continues through the end of the last day of the previous nth fiscal quarter.
Example: Account Created Date - greater than - LAST_N_FISCAL_QUARTERS:6
THIS_FISCAL_YEAR  
LAST_FISCAL_YEAR  
NEXT_FISCAL_YEAR  
NEXT_N_FISCAL_YEARS:n Starts 12:00:00 on the first day of the next fiscal year and continues through the end of the last day of the nth fiscal year.
Example: Opportunity Close Date - less than - NEXT_N_FISCAL_YEARS:3
LAST_N_FISCAL_YEARS:n Starts 12:00:00 on the first day of the last fiscal year and continues through the end of the last day of the previous nth fiscal year.
Example: Opportunity Close Date - greater than - LAST_N_FISCAL_YEARS:3
N_DAYS_AGO  
N_WEEKS_AGO  
N_MONTHS_AGO  
N_QUARTERS_AGO  
N_YEARS_AGO  
N_FISCAL_QUARTERS_AGO  
N_FISCAL_YEARS_AGO  

Cross-Object Filters

Specify whether you only want to see parent records that have or do not have child results as defined in the child filter section. For example, you might choose to only show Accounts that have "Closed/Won" Opportunities. You can filter by a child result if the child object meets the following criteria:

  • The child object is directly related and not an Event, Event Attendee or Task object.
  • The child object name is not the same as the parent object name.
  • The child object is unrelated (including other side of the junction) Unlimited Only

If you specify multiple related objects to filter by, then those conditions will be evaluated together with a boolean AND operation to determine whether the parent record shows or not. You can specify a maximum of two (2) related objects and one (1) unrelated object to filter parent results.

Advanced Filter Conditions

Write conditions using "AND", "OR" and "NOT". If you specify an Advanced Filter Condition for an object, you must include numbers for all the Filter by Field conditions you added.

Use the following tips when entering filter logic:

  • Use the line numbers at the beginning of each filter by field line to represent it in the advanced filter Boolean expression, and separate each line number with AND, OR, or NOT to specify the conditions a record must meet to be included. Use the AND operator to find records that match both values, use the OR operator to find records that match either value, and use the NOT operator to find records that exclude values. Use filter logic to specify the relationship between each filter line. Avoid conditions like "1 AND OR 2" or "(1 2 3)."
  • When you add advanced filter logic, include each filter by field condition in the Boolean expression to avoid an error.
  • Make sure all parentheses are closed.
  • Enclose conditions that have priority in parentheses. For example, "(1 AND 2) OR 3" finds records that meet either both the first two filters or the third. While "1 AND (2 OR 3)" finds records that meet the first filter as well as either the second or third.
  • If you specify filter logic, then add another filter by field condition, you must include that condition in your advanced filter logic. Likewise if you remove a filter by field condition, remove the corresponding number from the filter logic to avoid an input error.
  • Begin a condition with the term NOT but do not end one with NOT. For example, "NOT 1 AND (2 OR 3 OR 4)" finds records that meet any of the last three filters and excludes records that meet the first filter.

Here are some examples to help guide you when entering filter logic:

Example Description
(1 AND 2) OR 3 Finds records that match both the first two filter lines or the third. Use the following filter conditions:
  1. Account Owner contains Joe
  2. Industry equals Banking
  3. Annual Revenue greater than 10000000

This filter can help you find banking accounts owned by Joe or any account with a revenue greater than $10 million.

1 AND (2 OR 3) Finds records that match both the first filter line and either of the last two.

Using the same filters in the example above, this grid finds all accounts Joe owns that are either in the banking industry or have a revenue greater than $10 million. You can also repeat a filter line in your expression. For example, the expression in this example yields the same results as (1 AND 2) OR (1 AND 3).

(1 AND 2) OR (3 AND 4) Finds records that match both the first two filter lines or the second two filter lines. This could be useful when compiling a list of key deals that are closing soon. Use this expression with the filters below to find all the opportunities over $1 million that are closing in the next 60 days as well as opportunities over $5 million that are closing in the next 120 days. In this example, your filters would look like this:
  1. Amount greater than 1000000
  2. Close Date equals Next 60 Days
  3. Amount greater than 5000000
  4. Close Date equals Next 120 Days
(1 AND (2 OR 3)) OR 4 Finds records that match the last filter line as well as those that match the first and either the second or third filter line.

For example, using the filter conditions in the first example above, if the last filter line is "Account Owner contains Susan", then this grid finds all accounts Joe owns that are either in the banking industry or have a revenue greater than $10 million, or all the accounts that Susan owns.

 

Advanced Filter Conditions with Locked Filters

If there are one or more locked filter conditions, then the Advanced Filter Conditions must be specified. All locked filter conditions must be specified in the Locked conditions input, and all unlocked filter conditions must be specified in the Unlocked conditions input. Help text underneath the Locked and Unlocked inputs specifies which filter conditions need to be included in which input. Locked filter conditions are allowed in the Unlocked input, but Unlocked filter conditions are not allowed in the Locked input.

gw3_locked_filters_5.2.png

 

Group by Field

Select a field that the Grid object will be grouped by and whether it will be sorted in ascending or descending order. The fields available for selection are:

  • Selected on page 2 of the Grid Wizard
  • Groupable and sortable per the Salesforce schema
  • One of the following field types:  Boolean, Date, Email, ID, Integer, Phone, Picklist, Reference, String, Textarea, URL*
  • Not the object's ID field
  • Not a Reference field type where the referenced object's Name field is an Auto Number

To group by multiple fields, click the Add link at the bottom of this section, and select additional fields and their sort orders. You can specify up to 3 group by conditions.

Fields with summaries configured on page 2 of the Grid Wizard will be aggregated on the Grid when group by fields are selected here. For example, if Opportunity Amount has the SUM summary configured, and you select Account Name to group by, then the grid will show the sum of Opportunity Amount for each Account on the Grid. See the Field Properties section for more details on configuring summaries. Note, if a field with a summary configured is selected for group by here, the grid will be grouped by that field but the summary will be ignored.

The Grid is sorted by group by fields first, then by the fields selected in the Sort By Field section.

Group by is available for the Grid parent object only.

*Formula fields cannot be selected for group by. However, most formula fields can be recreated into text fields that are populated by a Workflow Rule or Process. Then these text fields can be selected for group by.

gw3_group_by_5.2.png
Group by fields on step 3 of the Grid Wizard. Account Name and Stage are selected for grouping, and Amount is selected for sorting.

 

Sort by Field

Select a field that the Grid object will be sorted by and whether it will be sorted in ascending or descending order.

To sort by multiple fields, click the Add link at the bottom of this section, and select additional fields and their sort orders. You can specify up to 5 sort conditions. Each sort condition is applied in the numbered order you specify. For example, sort order condition 1 will be applied to your results before sort order condition 2, and so on. If fields are selected in the Group By Field section, the grid will be sorted by those fields first, then by the fields selected in the Sort By Field section.

Note, if a user sorts by clicking on a column heading in the grid, it will override any sort conditions applied here. See the Sorting Grid Data section for instructions on how to revert to the sort conditions defined here.

 

Set Max Record Limit

Set the maximum number of total records that will display for that object on the Grid. Note, this may be different from the number of records shown per page. See the Pagination section under Using Grids for more detail.


Manage Actions

Actions are processes that run against your Salesforce data. They can also be links to other Salesforce pages, GridBuddy grids, or external URLs or processes. Common examples of standard Salesforce actions are "Convert Lead", "Close Case", Chatter follow/unfollow. An example of a custom action is a custom button or formula that results in a URL.

GridBuddy actions are defined on the Manage Actions page and launched on the GridBuddy grid.

Predefined Actions

GridBuddy ships with the following predefined Actions:

  • Convert Lead
  • Close a Case
  • Add Opportunity Products
  • Establish Product Schedule
  • Send Email (on Account, Opportunity, Lead, Case, and Contact)
 

Create New Actions

To create a new action, simply click the "New" button and fill in the action details:

  1. Enter the Action Name, a free form field that labels the action.
  2. Enter the Description to briefly tell GridBuddy grid users what this action does. The description will be displayed on hover of the action name in the grid.
  3. Choose an Object, which can be an standard or custom object. Any grid that includes this object will have this action enabled for it on page 2 of the Grid Wizard.
  4. Choose the action Type. If the action applies to only one record at a time, choose the "Single Record" option. If the action applies to a set of records, choose "Batch". If the action does not rely on any grid records, choose "Global". An example of a Global action would be a link to a Salesforce report.
  5. The Location field will be displayed if the action is type Batch or Global. Location has two options: Menu and Button. The Location configuration field lets you customize whether this action will appear on the grid under the "More" menu or as a button at the top of the page.
  6. Display Behavior indicates if the action should be launched in a new window/tab, a popup window overlay, the grid window, or displayed as a grid overlay.
    Note: If choosing the Grid Overlay or Replace Grid behavior option, actions that have a Content Source of a standard or managed button, relative URL, or managed Visualforce page may not render correctly due to Clickjack Protection settings (Setup > Session Settings > Clickjack Protection) because this option uses an iframe. We recommend using the Window Overlay behavior in this case.
  7. The Overlay Height field is displayed if the Display Behavior is type Window Overlay or Grid Overlay. This optional parameter defines the height of the action overlay, and can be specified in pixels or percent of the screen height.
  8. The Overlay Width field is displayed if the Display Behavior is type Window Overlay or Grid Overlay. This optional parameter defines the width of the action overlay, and can be specified in pixels or percent of the screen width.
  9. The Top Position field is displayed if the Display Behavior is type Window Overlay or Grid Overlay. This optional parameter defines the top offset of the action overlay from the top of the screen, and can be specified in pixels or percent.
  10. The Left Position field is displayed if the Display Behavior is type Window Overlay or Grid Overlay. This optional parameter defines the left offset of the action overlay from the left side of the screen, and can be specified in pixels or percent.
  11. Content Source determines how the action will eventually resolve into a URL, which GridBuddy can then launch. This can be a Standard or managed button/link, formula field, literal URL, GridBuddy Grid, Visualforce Page, Conga Composer button/link or Conga Conductor formula field. Content Source options are dependent on the action Type you choose. For example, for the Single Record action type, all Content Sources except Conga Conductor are available. For the Batch action type, the Content Sources options available will be those that can be performed on multiple records, such as URL, Visualforce Page or Conga Conductor.
  12. Enter the Content value that matches the selected Content Source. See the Content Guide below for more details.
  13. The ID Parameter is the name of the parameter that will be appended to the URL of the action. In most cases, this will simply be "id", and is only required for selected Content Sources, such as URL, Grid and Visualforce Page. You can specify multiple parameter names by separating them with a comma, for example: id,retURL. When present, GridBuddy will populate the value of this parameter with the ID of the record(s) from which the grid action was launched.
  14. The Confirm Action option lets you enable a confirmation dialog before performing this action.
  15. If Confirm Action is enabled, the Confirmation Message field allows you to customize the message in the confirmation dialog.

Now click the "Save" button to save your new action. You can also create and edit multiple actions at the same time, and then click Save once.

Click the minus icon to the left of the new action name to remove it.

Modify Actions

Click on an action name to see the action details on the right. After editing an action, the action name will turn orange in the actions list, indicating that changes were made. You can modify multiple actions and save them all at once by clicking the Save button.

Clicking Refresh will undo your changes and remove any new actions.

Changing an Object field value resets all of the action fields and removes the action from the associated grids.

Delete Actions

You can delete existing actions by selecting the checkbox next to one or more action names and clicking the "Delete" button. When an action is deleted, it is also removed from the associated grids.

 

Content Guide

When managing actions, the value of the Content field will differ based on the Content Source:

Content Source Content
Standard or Managed Button/Link API name of the standard or managed button/link configured in Salesforce with a Content Source of URL or Visualforce Page. Include the namespace prefix if this button/link is from a managed package (e.g. PackageNamespacePrefix__My_Button).

See supported standard Salesforce buttons.

For buttons/links that are custom (not standard or managed):
  • If the button/link points to a Visualforce page use the Visualforce Page Content Source.
  • If the button/link points to a static URL, or a URL that only requires an ID parameter, use the URL Content Source.
  • If the button/link points to a dynamic URL with merge fields, please create a formula field representing this URL, and use the Formula Content Source. See how to convert buttons to formula fields.
Formula Field API name of the formula field that resolves to an absolute or relative URL. Include the namespace prefix if this formula field is from a managed package (e.g. PackageNamespacePrefix__My_Formula__c).
URL An absolute URL starting with http or relative URL starting with /.
Grid The name of the GridBuddy Grid. URL parameters can be appended starting with an ampersand (e.g. My Grid&ea=1). Append the "fpf" parameter if you specify "fpv" for the ID Parameter.

When used as a Batch action in conjunction with the "fpf" parameter, specify "fpv" for the ID Parameter and it will be populated with a comma-separated list of record IDs when launched.

For more info on Grid URL parameters, see the Grid URL Parameters section of this guide.
Visualforce Page API name of the Visualforce Page. URL parameters can be appended starting with a question mark (e.g. My_Page?someParam=someValue). Include the namespace prefix if this page is from a managed package (e.g. PackageNamespacePrefix__My_Page).
Conga Composer API name of the formula field that resolves to a Conga Composer URL. See how to convert Conga Composer buttons to formula fields.
Conga Conductor API name of the formula field required in the Conga Conductor action. This is the formula name used in Conductor's "UrlFieldName" parameter.

URL Parameter References

To create more sophisticated actions, you can add parameter references to the Content field of your actions. Parameter references will refer to the current Grid URL's parameter values. The following Content Sources supported action URL parameter references Formula Field, URL, Grid, and Visualforce Page. To reference any URL parameters from the source Grid, use the {paramname} syntax. Here's an example action where Content is refering to the fpv and gname parameters from the original Grid:

AccountContacts?fpf=Account.Name&fpv={fpv}&sourceGrid={gname}

If the Grid URL where the action is launched from is
https://gblite.na15.visual.force.com/apex/Grid?gname=Leads&fpf=Account.Name&fpv=AppBuddy

the referenced parameters will be resolved to the following when the action is launched:
AccountContacts?fpf=Account.Name&fpv=AppBuddy&sourceGrid=Leads


Supported Standard Salesforce Buttons

Object Button API Name Description
All Clone Clone the record.
Account ChangeOwner Change the owner of the record.
Campaign ChangeOwner Change the owner of the record.
Case CloseCase Close the case.
Contact EnableSelfService Enable the contact as a Self-Service user.
ChangeOwner Change the owner of the record.
Contract Activate Activate a contract.
Lead Convert Create a new account, contact, and opportunity using the information from the lead.
FindDup Display duplicate leads.
Opportunity AddInfluence Add a campaign to the opportunity's list of influential campaigns.
ChangeOwner Change the owner of the record.

Convert a Button to a Formula Field

To use a Conga Composer button or custom button/link as an action you'll first need to create a formula field that resolves to the same URL. Simply follow these steps to create the formula field:

  1. On the object where the current Conga Composer or custom button/link exists, create a formula field (text). You may call it whatever you like.

  2. Paste the button's URL into the formula field. For example:

    https://www.appextremes.com/apps/Conga/PointMerge.aspx
    ?sessionId={!API.Session_ID}
    &serverUrl={!API.Partner_Server_URL_130}
    &id={!Opportunity.Id}
    &templateId=a0I80000000laT3
    &fp0=1
    &LG4=1

  3. Convert the lines into a valid Salesforce formula. The formula must adhere to the following rules:
    1. Literal text strings must be enclosed in quotes (" ... ")
    2. Literal spaces within literal text strings must be replaced with plus signs (+)
    3. Merge fields from the button must be replaced with the corresponding field available in the formula. For example, {!Account.Id} would be replaced with Id
    4. Each element (literal text strings and fields) must be joined with the concatenation operator (+)
  4. The formula field uses ampersands (&) to identify parameters. For Conga Composer formulas, if you reference fields that might contain ampersands within the formula, you must replace the ampersands with a character string that Conga recognizes as a substitute for ampersands: "{~~~}". Here's how:

    Say your formula references the Account Name field in the OFN parameter. Since some Account Names might contain an ampersand, you should replace the ampersands like this:

    Incorrect:
    "&OFN=" + Account.Name

    Correct:
    "&OFN=" + SUBSTITUTE (Account.Name, "&", "{~~~}" )

  5. It is not necessary to place the field on the object's Page Layout.

Manage Folders

Organize your grids and set profile access on the Manage Folders page. Only profiles that are assigned to a folder will be able to access the folder and its grids through the Grids tab. If a grid is not assigned to a folder, it will be accessible to every profile in the org.

Create New Folders

Click on the Add button, then type the folder name into the text field. The folder name can be a maximum of 50 characters and may only contain the following: alphanumeric characters, dashes, underscores and spaces. To assign grids and profiles to the new folder, check the checkboxes in the Assigned Grids and Profiles box and click Save. You can create multiple folders with grid and profile assignments and save them all at once by clicking the Save button.

Modify Existing Folders

Click on a folder name to see the associated profiles and grids. You can modify the folder name in the text field in the Assigned Grids and Profiles box as well as add/remove grids and profiles by checking/unchecking the checkboxes next to the grid and profile names. The All Grids system folder is the only folder where you cannot change the name or the assigned grids; however, you can choose which profiles have access to this folder. After editing a folder, the folder name will turn orange in the folder list, indicating that changes were made. You can modify multiple folders and save them all at once by clicking the Save button.

Delete Folders

Check the checkbox next to the folder name in the Folders box. A small, red icon will appear which indicates that the folder is selected for deletion. You can select multiple folders and delete them all at once by clicking the Delete button.


Manage Custom Code New! Unlimited Only

Create custom JavaScript and CSS code on the Manage Custom Code page. This code can then be added to individual grids, or added to all grids globally.

Create New Custom Code

Click the New button at the top of the page. In the Component Details section, enter a Component Name, choose the Type, and enter the Code Body. You can create multiple custom code components and save them all at once by clicking the Save button. Custom code with the Type "Global JavaScript" or "Global CSS" will be applied to all grids in the Salesforce org, whether they exist today or will be created in the future. Custom code with the type "JavaScript" or "CSS" can be applied to specific grids by selecting them in the Custom Code section on page 1 of the Grid Wizard.

Modify Existing Custom Code

Click on a Component Name to see its details. In the Component Details section, edit the Component Name, Type, or Code Body. You can edit multiple custom code components and save them all at once by clicking the Save button.

Delete Custom Code

Check the box next to a component name and click the Delete button. You can select multiple components and delete them all at once by clicking the Delete button.

Custom Code Migration

Prior to GridBuddy version 5.2, custom code for grids was stored in static resources. When upgrading to version 5.2, if your org had custom code in static resources, that custom code will be migrated, and accessible via the Manage Custom Code page.

Note: The standard support GridBuddy SLA does not cover support for custom code integrated with GridBuddy. Please do NOT email AppBuddy support for questions on code issues, syntax, etc. If you are interested in learning how to write custom code for GridBuddy or would like to engage our professional services to do this, please contact your customer success manager.


Grid Access

Once a Grid has been configured, users can access it from the "Grids" tab or by using a web tab or custom link.

Grids Tab

Use the "Grids" tab to quickly load any fully defined Grid. GridBuddy comes with sample grids which you'll be able to access from this tab right after installation is complete. NOTE: At least one field must have been selected on Grid Wizard page 2 in order to show as an option in the picklist on the Grids page. If no grids are fully defined, the picklist will not show, and you will be instructed to go to the Grid Wizard to complete a Grid definition.

Grid Access Through Folders

If you created folders and assigned grids and profiles to them, then the Grids page will only show grids that are in the folders that your profile has access to, as well as grids that are not assigned to a folder. The grids that are not assigned to a folder will show up under the Uncategorized section unless your profile has access to the All Grids system folder, in which case they will appear under the All Grids folder. Click on the down arrow to see the full list of folders and grids that you can access. You can filter the results by typing a grid name into the text field.

The "Grids" tab shows up in the GridBuddy application by default, and it can be added to any application in Salesforce. For example, you may want to add the Grids tab to the "Sales" application of Salesforce. For further instructions, please see "Editing App Properties" in the Salesforce online help.

Create a Web Tab

You can provide access to a single Grid by creating a web tab for it.

  1. Go to the Grid Wizard. Select the Grid from the Grid drop down list. Copy the value of the "URL" that shows on the page after the Grid definition loads.
  2. Go to Setup > App Setup > Create > Tabs.
  3. Click "New" under Web Tabs.
  4. Choose your Layout and click "Next".
  5. Enter Tab Name, Label, Display Properties, and click "Next".
  6. On the URL Details page, enter the Grid URL into the URL field, and click "Next". The Grid URL should look like:
    /apex/gblite__Grid?gname=[your Grid name]&ro=1
  7. Specify Profile access and click "Next."
  8. Add the Tab to Custom Apps and click "Save."

Now that the new Web Tab has been saved, it is recommended to add the Web Tab id to the tab URL. This will make the new Web Tab look highlighted when clicked.

  1. From the Custom Tabs page click the new Web Tab to open the Tab detail page.
  2. Copy the id of the Tab from the URL. The id in the example URL is bolded:
    https://na3.salesforce.com/01r50000000PyA3
  3. Click "Edit", click "Next" until you get to the URL Details page.
  4. On the URL Details page, append "&sfdc.tabName=[tab id]" to the URL in the URL field. The Grid URL should now look like:
    /apex/gblite__Grid?gname=[your Grid name]&ro=1&sfdc.tabName=[tab id from step 2]
    If, for example, you created a Grid named AccountGrid, and the tab id from step 2 was 01r50000000PyA3, the Grid URL would look like:
    /apex/gblite__Grid?gname=AccountGrid&ro=1&sfdc.tabName=01r50000000PyA3
  5. Click "Save"!

Now that the Web Tab has been defined, grant users access to the tab through Profile settings.

Create a Link

A link to the Grid can be added to the home page, a standard object, or a custom object.

Home Page
  1. Go to the Grid Wizard. Select the Grid from the Grid drop down list. Copy the value of the "URL" that shows on the page after the Grid definition loads.
  2. Go to Setup > App Setup > Customize > Home > Custom Links.
  3. Click "New" and enter link information.
  4. Select "URL" as the Content Source.
  5. Enter the Grid URL in the large text field, and click "Save".
  6. Follow the Salesforce instructions for creating a Home Page Component and adding the component to the Home Page Layout in order to make this Grid link accessible to users.
Standard Object
  1. Go to the Grid Wizard. Select the Grid from the Grid drop down list. Copy the value of the "URL" that shows on the page after the Grid definition loads.
  2. Go to Setup > App Setup > Customize > [select standard object] > Buttons and Links.
  3. Under Custom Buttons and Links click "New", and enter link information.
  4. Select "URL" as the Content Source.
  5. Enter the Grid URL in the large text field, and click "Save".
  6. Follow the Salesforce instructions for adding this link to the Page Layout in order to make the Grid link accessible to users.
Custom Object
  1. Go to the Grid Wizard. Select the Grid from the Grid drop down list. Copy the value of the "URL" that shows on the page after the Grid definition loads.
  2. Go to Setup > App Setup > Create > Objects > [select custom object] > Custom Buttons and Links.
  3. Under Custom Buttons and Links click "New", and enter link information.
  4. Select "URL" as the Content Source.
  5. Enter the Grid URL in the large text field, and click "Save".
  6. Follow the Salesforce instructions for adding this link to the Page Layout in order to make the Grid link accessible to users.

Detail Page Related Lists

You can filter a Grid by a parent record ID to show only the child records for that parent. This Grid can be used for editable related lists in your Salesforce record detail pages. The full power of inline edits, inline creates, Grid configurability and Grid filtering are available in these related lists.

Incorporating these Grids in your record detail pages can easily be done using the Embed Grid widget on the Grid Wizard, which will generate a Visualforce page for you, that can then be included in your record detail page layout or used to override the standard record detail page. Alternatively, this can also be done with a little Visualforce coding. See code examples and instructions here: http://blog.appbuddy.com/bid/223662/Editable-Related-Lists-on-Salesforce-Record-Detail-Pages

IMPORTANT NOTE: If you change the name of the Grid in Step 1 of the Grid Wizard, you will need to edit the Grid URL so that it reflects the new name. Likewise, any changes to Grid URL parameters need to be reflected in the URL of the web tab or custom link.

Create a Tabbed Page of Grids

You can create a tabbed page of grids and Visualforce pages using our point and click configurator. These pages can be embedded in a record detail page, or used as a standalone Visualforce page in your Command Center.

tabbed_grid_page_5.2_v2.png Tabbed Page embedded in a record detail page.

Manage Tabbed Pages Configuration

Go to the Grid Wizard tab and click the Manage Tabbed Pages link to configure tabbed pages.

tabbed_grid_page_config_5.2_v3.png

  • Page Selector: Choose a tabbed page that you'd like to edit.
  • Buttons: Click New to create a new tabbed page. Click Save to save your new page and generate a Visualforce page. Click Launch to go to the tabbed page you just created (only after saving the page).

Configure Page

  • Title: Give a name to your tabbed page. We'll use this name to generate the Visualforce page. Required field.
  • Page Name: The API name of your Visualforce page. It only appears after you've saved the page for the first time.
  • Select an Object: If you'd like to embed your tabbed page in a record detail page, you'll have to select that object here.
  • Tab Height: Sets the height of the tabs. If left blank, it will default to 500px.
  • Description: You can add a short description or directions that will be visible on the page to the end users.
  • Global Buttons: When checked, we'll add a "Save All" and a "Refresh All" button to the page. This will save or refresh all grids across all tabs on the tabbed page.
  • Show Salesforce Header: When checked, the Salesforce Classic header will appear on top of the page.
  • Show Salesforce Sidebar: When checked, the Salesforce Classic sidebar will appear on left side of the page.

Configure Tabs

  • Name: This will be used as the label of the tab.
  • Content: Start typing, and an autocomplete will appear. Type in a grid's name or a Visualforce page, and select it from the autocomplete menu. This will generate a URL pointing to the item you selected. You can also add parameters to the end of URLs.
    • For example, in the screenshot we added the parameter "&fpf=AccountId&fpv={!Account.Id}" to the URL that we got from the autocomplete for the Opportunities tab: "{!gridPage}gname=Opportunities&sh=0&sfname=default". This will filter the grid by the specific Account if we embed our page in an Account detail page.
    • If you plan to embed this tabbed page in an object's record detail page, and you want to include a multi-object grid that has a parent object that is the same object you selected in the Select an Object picklist, then you can add either the id, or the fpf/fpv parameters to the URL in the Content field. The Accounts with Contacts tab above shows an example using the id parameter. We added "&id={!Account.Id}" to the URL. See the Grid URL Parameters section for more information on the id and fpf/fpv parameters.
  • Reorder tabs by dragging and dropping them vertically.

Preview

You can see a preview of the tabs to give you an idea how it will look like. The preview isn't showing the actual content, just the URL that we'll use to get the content.

Grid URL Parameters

Most methods of providing access to a Grid require you to generate a Grid URL. A simple version of the Grid URL is generated for you on page 1 of the Grid Wizard. Below are some URL parameters that the Grid supports. Including these parameters provides more control over how a Grid initially loads.

Parameter Description
desktopView  This parameter allows you to view a grid in the desktop view while on a mobile device. A value of 1 will load a grid in desktop view; a value of 0 will load a grid in mobile view. This parameter only applies when viewing grids on mobile devices. Adding this parameter with a value of 1 to the Grids page will make all grids accessed through the Grids page load in desktop view.
ea "Expand All" option. A value of 1 shows all child related lists expanded by default. A value of show_related_objects shows all child related lists collapsed by default. A value of 0 hides all child related lists by default. Passing a list of object API names shows just those child related lists expanded by default, i.e. ea=Contact,Opportunity. This parameter only applies to multi-object grids.
expand_groupings A value of 1 will show all group by headers; a value of 0 will hide group by headers after the first level grouping. This parameter only applies to grids that have two or more group by fields configured on page 3 of the Grid Wizard. Read more about group by fields here.
fpf "Filter by Parent Field" option. Specify the API name of a field on the grid parent object or on a parent of the grid parent object. If the field is on the parent of the grid parent object, specify its relationship name (usually ends with "__r" if it's a custom relationship), a dot ".", and the API name of the field. For example, fpf="Custom_Lookup__r.Custom_Field__c". Note, filter conditions defined in Grid Wizard 3 and in the user-defined filter widget will be applied in addition to the criteria specified by the fpf/fpv parameters. This parameter is only supported for fields with the following data types: id, lookup, text, picklist, email, URL, and phone.
fpf2-fpf5 Unlimited Only Additional "Filter by Parent Field" options. These can be added to grid URLs to filter grids further. For example, fpf=Stage&fpf2=CloseDate&fpf3=ForecastCategoryName&fpf4=LeadSource&fpf5=Type.
fpv "Filter by Parent Value" option. The value that the fpf parameter should evaluate to. Records that have this value for the fpf field will be displayed on the grid. Note, filter conditions defined in Grid Wizard 3 and in the user-defined filter widget will be applied in addition to the criteria specified by the fpf/fpv parameters.

This parameter is only supported for fields with the following data types: id, lookup, text, picklist, email, URL, phone, boolean, date (literal and relative), and datetime (using relative dates).

Example of filtering by Opportunity Close Date to show Opportunities closing this quarter:
/apex/gblite__Grid?gname=Oppties&fpf=CloseDate&fpv=THIS_QUARTER

If the data type is ID, Lookup, or text-based (not date, datetime, or boolean), you can specify a comma separated list of values for the parameter. For example:
/apex/gblite__Grid?gname=Accounts with Oppties&fpf=Id&fpv=001i000000MK5DA,001i000000JM,001i000000FPH5r

/apex/gblite__Grid?gname=Accounts with Oppties&fpf=BillingState&fpv=CA,NY
fpv2-fpv5 Unlimited Only

Additional "Filter by Parent Value" options.

Example of filtering by Opportunity Close Date to show Opportunities closing this quarter with a Lead Source of Web:
/apex/gblite__Grid?gname=Oppties&fpf=CloseDate&fpv=THIS_QUARTER&fpf2=LeadSource&fpv2=Web

Example of filtering where Opportunity Stage is Prospecting or Qualification, Close Date is this month, and the opportunity owner's Role is Channel Sales.

/apex/gblite__Grid?gname=Accounts with Oppties&fpf=StageName&fpv=Prospecting,Qualification&fpf2=CloseDate&fpv2=THIS_MONTH&fpf3=Owner.UserRole.Name&fpv3=Channel Sales
fr The first row that loads on the Grid. For example, the first row of the second page of a Grid with a page size of 10 is "11".
gname The name of the Grid. It is okay to include spaces for the value of this parameter.
id Specify the ID of the parent record you want to filter child results by (see Detail Page Related Lists above). This ID must be a valid Salesforce record ID matching the object type of the parent object you defined in page 1 of the Grid Wizard. When this parameter is specified, the "ea" parameter is automatically set to 1 and the "sh" and "ssb" parameter are automatically set to 0, expanding all records, and hiding the header and sidebar.
ps The Grid page size. By default this is 20. For multi-object Grids, possible values are: 5, 10, 20, 30, 40, 50. For single object grids, possible values are: 5, 10, 20, 40, 60, 80, 100, 150, 200.
ro This parameter specifies whether the grid loads in read-only mode or not. Specify a value of 1 to load the grid in read-only mode. To automatically load a grid in edit mode (that has the edit option enabled in the Grid Wizard), leave this parameter blank.
sbbdeprecated "Show Bottom Buttons" option. A value of 1 forces the bottom buttons to be displayed. Any other value hides the bottom buttons. If not specified, the bottom buttons will be hidden for grids in the record detail screen, and displayed when outside the record detail screen. Note, this parameter only applies to GridBuddy version 4.11 and earlier. In GridBuddy 5.0 and later this parameter has no affect.
sfname "Saved Filter Name" option. The name of the filter to load the grid with. The filter name can be a user-defined filter, or an admin-defined filter. To load the grid with the default filter, use "default" as the parameter's value. To load the grid with any other admin-defined filter, use "admin_[filter name]" as the parameter value.
sh "Show Header" option. A value of 1 shows the standard Salesforce header by default; a value of 0 hides it.
show_record_details A value of 1 will show grid data rows; a value of 0 will hide grid data rows. This parameter only applies to grids that have group by fields configured on page 3 of the Grid Wizard. Read more about group by fields here.
ssb "Show Sidebar" option. A value of 1 shows the standard Salesforce sidebar by default; a value of 0 hides it.

Examples: /apex/gblite__Grid?gname=Accounts with Oppties&sh=1&ssb=0&ea=1&ps=50

The URL above loads a Grid called "Accounts with Oppties" (must be defined), will show the standard Salesforce header, will not show the standard Salesforce sidebar, will automatically expand all child records on load, and will show up to 50 Account records per page.



/apex/gblite__Grid?gname=Accounts with Oppties&id=0015000000HtRNX

The URL above only loads a grid of child records for an Account with an ID of 0015000000HtRNX. Note, the "ea" parameter is automatically set to 1 and the "sh" and "ssb" parameter are automatically set to 0 when the "id" parameter is specified. This Grid also launches in edit mode since no "ro" parameter is specified.


Using Grids

In order to view or edit a Grid, you must access it via:

  1. Grid tab or link
  2. The Grids tab
  3. A custom Visualforce page or page layout component

Managing Grid Data Updated!

Based on the Grid configuration, the Grid may open by default in read-only or edit mode. If it's in read-only mode and the configuration allows for editing, an "Edit" or "New / Edit" button will appear. The user will be able to edit fields based on their profile permissions.

While the Grid is in edit mode, the buttons "Save" and "Read Only" will appear. The "Save & Return" option will appear in the More menu. "Save" saves your changes to the Grid data. "Save & Return" saves your changes and takes you back to the read-only Grid. "Read Only" takes you back to the read-only Grid. "Refresh" refreshes the Grid.

Once you make changes to fields on the grid, the modified fields will show an orange background.

The k, m, and b shortcuts are supported for currency and numeric fields to indicate thousands, millions, and billions when editing data. Shortcuts are not supported in filter criteria.

Lookup Fields and Lookup Filters Updated!

For lookup and master-detail fields, GridBuddy displays a selectable list of lookup options when you type a search term in the field's text box. You can also see lookup results by clicking on the magnifying glass icon in the lookup field, or by hitting the down key within the lookup field, without having to enter a search term.

Lookup results will include fields from your Lookup Dialog Search Layout configured in Salesforce. In the cases when a Salesforce object, for example Price Book Entry, doesn't support the Lookup Dialog Search Layout, the Search Results Layout will be used instead. GridBuddy does not support the Encrypted or Rich Textarea field types in lookup results. The GridBuddy Meta Data Service needs to be enabled in order for the Search Layout to be used in your grids.


Lookup_dialog_on_grid_5.2.png
Lookup field with search results. Searchable Fields and "any keywords" are selected, user sorted on the Billing City field.

 

 

 

 

 

 

search fields in a GB Global Meta record Specify admin-defined search fields in a GB Global Meta record. The above search fields will be applied to all lookup searches where the lookup field points to the Account object.

  • Search across fields in the lookup layout, as well as admin-defined search fields, by choosing the Searchable Fields option in the lookup widget. Searchable fields includes fields of type text, picklist, email, phone, URL.
  • Use the Match picklist New! to control how your search is run:
    • all keywords will show records containing every specified keyword within the selected Name or Searchable Fields. For example: if the search term is keyword1 keyword2, the results will contain both keyword1 and keyword2, even if the individual keywords are found in different fields.
    • any keywords will show records containing any of the specified keywords within the selected Name or Searchable Fields. For example: if the search term is keyword1 keyword2, the results will contain keyword1, or keyword2, or both, even if the individual keywords are found in different fields.
    • exact phrase will show records where the selected Name or any of the Searchable Fields equal the phrase exactly. For example: if the search term is keyword1 keyword2, at least one of the searchable fields in the results will equal keyword1 keyword2.
  • Sort on lookup results by clicking the field name in the layout header.
  • Admin-defined search fields are useful when you can't add specific fields to the lookup layout, but they should be used in the search. They can be specified by creating a GB Global Meta record:
    1. Create a tab or navigate to the list view for the GB Global Meta object. This is an object included in the GridBuddy package.
    2. Click "New"
    3. For Type specify "Lookup Search Fields"
    4. For Object API Name specify the API name of the lookup object (not the lookup field)
    5. For Picklist Meta specify a comma-separated list of field API names of fields directly on the object that should be included in the search
    6. Click "Save"

If you have a lookup filter defined in Salesforce, and the GridBuddy Meta Data Service is enabled, GridBuddy will respect the lookup filter definition except where any of the lookup filter criteria meet the following conditions:

  • The Field is an ID or REFERENCE data type and the operator is "starts with"
  • The Field is a User, UserRole or Profile object
  • The Field is the $Source object, the ValueField is the Lookup object, and the operator is "starts with", "contains", or "does not contain"
  • The Field is the $Source object, and the Value is populated with a literal value or the ValueField is a field on the User, Profile or UserRole objects

GridBuddy's lookup filter search behavior does not support the additional search capabilities provided by Salesforce's enhanced lookups. See Salesforce's help documentation for more information if you have the enhanced lookup feature enabled.

GridBuddy's lookup filter search is also not case sensitive.

GridBuddy's lookup filter search will only compare values against saved values for Lookup objects. If you have a Lookup object defined on a grid and change a field value on that object, it will not affect the lookup filter search behavior until after save. Edited values on the $Source object, however, will be factored into the lookup filter search before save.

Data Cards New! Unlimited Only

When Data Card is enabled on page 2 of the Grid Wizard for an object, the grid initially only displays the primary fields for the object, and the Data Card fields are not visible. The fields in the Data Card are displayed when the user clicks the Data Card icon in a grid row.

To configure Data Cards see here.

Note, the "Clone record" action is disabled for objects that have data cards enabled.

Data_Cards_on_Grid_5.2.png Grid with Data Cards configured for Accounts and Opportunities. The Data Card is open for the first Account and Opportunity on the grid.

Charts

If there's a chart configured for the grid a chart icon will appear at the top right of the grid. Click the chart icon to view the chart. Click the chart icon again to collapse the chart.  The chart will update in real-time when you make updates to the charted fields. In the case when the grid returns no parent object records, the chart will not be displayed. The number of categories displayed on the X-Axis is limited to 250, similar to Salesforce reports.

Actions appear in two places on the grid: on the record level, and in the More menu.

Record Actions
Actions that apply to individual records (e.g. Convert Lead) are can be accessed by clicking the ellipsis icon (1) next to each record on the left side of each row.

The "View record detail" and "Open record detail" actions (2) are displayed for every record by default. "View record detail" will open the Salesforce record detail page in an overlay, "Open record detail" will open the record detail in a new window.

In edit mode, the "Clone record" action (3) will appear if the user is allowed to create new records. Cloning a record will also copy the fields that are not configured on the grid. Cloning a record does not clone its related records.

Single Record custom actions (4) associated to this grid and object will appear below the standard GridBuddy actions.

Clicking on the action will invoke it for the record you selected it from.

Record_actions_on_grid_annotated_5.2.png


If the action has an upward arrow icon, it will be launched in a new window. If the action has a "grid" icon, it will be launched as a grid overlay:

Grid_overlay_action_product_schedules_annotated_5.2.png Grid overlay launched from an Opportunity Product to create and edit Opportunity Product Schedules.

The top bar of the grid overlay has a few useful links.

  • Next to the action name ("Edit Product Schedules" in the example above), there's an icon (1) that will open the action in a new window.
  • On the right, the "close & refresh" link (2) will close the overlay and refresh the grid. This is helpful when the data you're working with in the overlay affects the data in the original grid.
  • The "close" link (3) will simply close the overlay.

"Show..." Menu

The Show menu appears on multi-object Grids. This menu allows you to expand and collapse child object sections.

  • Toggling the "Related objects" checkbox will show or hide the related object sections.
  • Toggling the "Related records" checkbox will expand or collapse all related records.
  • Toggle the object record checkboxes, e.g. "Opportunity Product" or "Tasks", will expand or collapse related records of that object type across parent records.

The settings in the Show menu can be configured on page 1 of the Grid Wizard.  See the Display section for more information.

Show_menu_on_grid_5.2.png
Show menu open on a Grid of Opportunities, Opportunity Products, and Tasks. Tasks are collapsed.

"Groupings..." Menu

The Groupings menu appears if group by fields have been configured for a Grid. This menu allows you to expand and collapse sections under grouping headers.

  • Toggling the "Expand groupings" checkbox will show or hide grouping headers and data rows.
  • Toggling the "Show record details" checkbox will show or hide parent object data rows.

The settings in the Groupings menu can be configured on page 1 of the Grid Wizard. See the Display section for more information.

Groupings_menu_open_on_grid_5.2.pngGroupings menu open on a Grid of Opportunities grouped by Account Name and Stage. Record details are hidden.

"More" Menu

The More menu includes some of the less common actions GridBuddy ships with (all of which are configurable), as well as Batch and Global custom actions associated to this grid:

  • (1) Grid Wizard links
    • Edit Settings: opens page 1 of the Grid Wizard
    • Edit Fieldsopens page 2 of the Grid Wizard
    • Edit Admin Filters: opens page 3 of the Grid Wizard
  • (2) Standard grid actions
  • (3) Custom grid actions
    • Send to Conga Composer: this is an example of a custom action

More_menu_on_grid_annotated_5.2.pngMore menu open on a grid showing standard and custom actions.


Action Buttons

Batch and Global actions can also be customized to display as buttons instead of menu items in the More menu. These buttons will appear at the top of the page next to the other grid buttons.

Viewing Child Records

If the Grid contains child objects, child object records will be displayed under the parent object record. If child data does not exist for a particular parent record, the child object section will be displayed and the text, "No records found," will be displayed. Show or hide all child objects for a particular parent record by clicking the arrow icon at the far left of the parent row. Expand or collapse a child object section by clicking the arrow icon next to the object name. Use the Show menu at the top of the page to show or hide all child object sections, or to expand or collapse child object sections. See the Show menu section for more information.

Editing Child Records

If you have a grid configured with cross-referenced objects, there's a possibility that one or more child records will match multiple parent records. In this case, GridBuddy will show the relevant records under each parent record, duplicating the child records where necessary.

If duplicate child records are present, and the cross-referenced child object was setup using mapped fields on page 2 of the Grid Wizard, then GridBuddy will synchronize the changes you make across any child record that has duplicates. For example, if you have a grid where Contact is the parent, and Lead is the child, and multiple Lead records match multple Contact parent records, then editing one Lead record will automatically show edits for the other duplicated Lead records, where those Lead records appear under other Contact parent records.

Flat Views of Child Records

To make your grids leaner, you can set up flat views. This will bring data from related objects up to the parent level. Flat views are alternatives to the hieracrhical views of child data.

Flat View Unlimited Only

Flat view displays child object fields within the same row as the parent object. For example, you can create a grid of Opportunities and show Opportunity Products within the same row as the Opportunities. If an Opportunity record has multiple Opportunity Product records, then the Opportunity data will be repeated for each child record. Editing a parent record that has duplicates on the grid will propagate the edits to all duplicates. If a parent record does not have any child data, then the cells will be empty in the child object's columns.

Click the New button at the top of the grid to create a parent record and flat view child record simultaneously. Required fields that are not on the grid will be appended to the end of the new row for parent and flat view child. If you only enter data in parent fields and save, then only a parent record will be saved (i.e. required fields of the child object will be ignored if none of the child fields have data entered in them). Note, create new is not available for "other side of the junction" objects. If an "other side of the junction" object is configured for flat view, and you click the New button at the top of the grid, the cells for the flat view object will be empty.

Use the Reorder/Hide Columns widget to change the order that parent and flat view child fields appear on the grid.

Record level actions for both parent and flat view child will appear in the record actions menu when clicking the ellipsis icon in the parent's row. Batch actions can be launched for parent or flat view child by checking the checkbox at the end of parent rows.

The following GridBuddy features are disabled when Flat View is enabled for a grid:

  • Delete of parent records and flat view child records
  • Summaries
  • Charts
  • Cloning parent records

You can configure flat view on page 2 of the Grid Wizard. See here for more information.

Flat_view_oppties_and_opp_prods_5.2.pngGrid of Opportunities and Opportunity Products configured for flat view. Opportunity data and Opportunity Product data are shown in the same row. Opportunity data is duplicated if an Opportunity has multiple Opportunity Products. Opportunities that don't have Opportunity Products show blank cells in the Opportunity Product columns.

Editable Related Columns

Editable related columns display child object data within parent rows. With this feature, you can see all your Account information and a list of the related Opportunities' names in the same row. The Opportunities will appear as a comma separated list in a single grid cell. The field displayed in the cell is the first field chosen for the child object on page 2 of the Grid Wizard. Clicking on this cell will open a gridlet that shows all the fields for the child object. Note, creating new records, and cloning existing ones, should be done from the main related list, and not the gridlet.

You can configure editable related columns on page 2 of the Grid Wizard. See here for more information.

Note, when exporting grid data, the editable related column does not appear in the exported file.

Editable_related_columns_on_grid_5.2.pngGrid of Accounts showing Editable Related Columns of Contacts and Opportunities. A gridlet is open showing University of Arizona's Opportunities.

Creating New Records

In "New / Edit" mode, users can create new records for objects on the grid if:

  1. "Create" was checked on the first page of the Grid Wizard.
  2. The user's profile permissions allow for the creation of new records for that object.
  3. "Create" was not unchecked in the Object Level Settings popup for that object on the second page of the Grid Wizard.
  4. The object is not a cross-referenced child setup through a lookup field on page 2 of the Grid Wizard.

If all the above conditions are satisfied, the New button will appear under the grid name in the grid header. Click this link for as many new rows as you want to create for that object. You will see new rows appear under the object header highlighted in orange. If you did not include all required fields for that object in the Grid, GridBuddy will append the remaining required fields to the end of the row so you can include values for them to save successfully.

Enter the data for the new rows. If you include a value for at least one field in a new row, GridBuddy will not allow you to save the record unless you fill in all the required fields. If you leave all the fields in a new row blank, they will be ignored when you hit the Save button. If you want to exclude a new row you created from the Save operation, simply click the minus sign on the left side of the row.

GridBuddy will do its best to pre-populate fields in new rows with default values if default values are defined. However, there are known Salesforce limitations that prevent GridBuddy from showing default values in all cases.

To create child rows under a parent record, first expand the child section for the parent record. A section will appear for all creatable child objects defined on the Grid. Each child object name in the child object section will have a New link next to it. Follow the instructions above to create new children with the New link.

Note, you can also edit existing records on a Grid at the same time you create new records.

Mass Update Records

If the "Enable mass updates" option is selected on page 1 of the Grid Wizard, the "Mass Update" button will appear on the grid. Click the "Mass Update" button to open the mass update widget which will enable you to specify a value for a field on any object on the Grid and apply that value to multiple records.

Fill in the values for the fields you want to mass update in the widget. Once you click on a widget field, it will turn orange indicating that the field value will be used to mass update corresponding fields in the Grid (even if the widget field value is blank). Click the "Clear" link next to the field to clear the widget field value and specify the field will not be mass updated in the Grid.

For Currency, Date, Date Time, Double, Integer, and Percent field types, an "fx" icon will appear next to those fields. Click the "fx" icon to open the formula mass update popup, which allows you to apply formulas to records that you want mass update.

Apply to selected records by selecting one or more existing records on the Grid using the checkbox to the far left of row. You can select/deselect multiple records for a particular object by clicking the checkbox in the header row for that object or by holding the Shift key while clicking. Click the "Apply to Selected Records" button to apply the values to each selected row.

Apply to all records by clicking on the "Apply to All Records" button. Only objects corresponding to widget fields you specified values for will be updated in the Grid.

Finalize your changes by clicking the "Save" button on the Grid.

Mass Create Records

Select the "Mass create" option on page 1 of the Grid Wizard to enable mass creates for grids.  Hover over the "More" button on grids and click the "Mass Create" link to open up the Mass Create widget. This widget is very similar to the Mass Update widget. You can specify the values for any object, and create as many records as you'd like (respecting the admin defined privileges, of course).

Fill in the values for the fields you want to mass create in the widget. Once you click on a widget field, it will turn orange indicating that the field value will be used to mass create corresponding fields in the Grid. Click the "Clear" link next to the field if you don't want that field to have a value when mass creating. You will also have to specify the number of records you'd like to create at the top of the widget.

Create parent records by specifying field values in the parent row, specifying the number of records you'd like to create and clicking the create parents button. Optionally, you can specify values in the related objects too. This will create one related record under each newly created parent record. E.g. you can create 20 new Account records with an Opportunity and a Contact related to them with the field values you specified.

Create related records by selecting existing parent records on the grid, specifying field values in a related row, specifying the number of records you'd like to create and clicking the create related button. You can specify field values in more than one related object at a time. For example, you can select 5 Accounts on the grid and create 2 Opportunities and 2 Contacts under each of them based on the field values you specified.

And, just like when mass updating, finalize your changes by clicking the "Save" button on the Grid.

Saving Records

After you are done creating new/editing existing records, hit the Save button to save and continue editing after save. Hit the Save & Return option from the More menu to save and then return to read-only mode. If the save is successful, you will see a confirmation message when the page refreshes. Any save errors will show at the top of the screen with the grid in edit mode, and the records that caused the error will be highlighted in the grid unless otherwise noted in the error message. If your save was not successful, GridBuddy will display the edits you made, allowing you to update the error-related fields without having to remember and re-enter all your changes.

If "Roll back saved records on error" was selected in page 1 of the Grid Wizard, no edited or newly created records will be saved if a save error occurs. Otherwise, GridBuddy will save all edited and newly created records that did not cause an error on save.

If your save was successful and you do not see the records you created or edited appear on the Grid, ensure that the newly created or edited record falls within the filter criteria for that Grid or that it is not showing up on a different Grid page because it is being sorted according to the sort condition specified in page 3 of the Grid Wizard.

Deleting Grid Data on a Single Page

If "Delete" was specified on the first page of the Grid Wizard and the user's profile has delete privileges for at least one of the objects on the Grid (i.e. "Modify All" privileges for the object), the user will see the Delete link appear in the More menu at the top of the Grid and will be able to delete data on that page.

To delete records, simply check the box next to the record(s) you want to delete, and click the Delete link from the More Action menu. You can select/deselect multiple records for a particular object by clicking the checkbox in the header row for that object or by holding the Shift key while clicking. Note, checkboxes will not appear next to a particular object if the user's profile does not have delete access to it.

Once the user clicks the Delete link, a warning will appear notifying the user that this operation will delete those records. If the user clicks "Cancel", no records will be deleted. If the user clicks "OK", the selected records will be deleted.

If "Roll back deleted records on error" was selected in page 1 of the Grid Wizard, no records will be deleted if a delete error occurs. Otherwise, GridBuddy will delete all records that did not cause an error on delete.

Note, deleted records will appear in the Salesforce recycle bin and can be retrieved using Salesforce's undelete function. For more information on undeleting records, please see the Salesforce.com help.

Deleting All Data for a Grid

If "Delete all" was specified on the first page of the Grid Wizard, the Grid is a single object Grid (i.e., no child objects were defined for the Grid), and the user's profile has delete privileges for the Grid parent object (i.e. "Modify All" privileges for the object), then the user will see the Delete All link in the More menu at the top of the Grid and will be able to delete all data in the result set for that Grid.

Clicking the Delete All link will delete ALL data loaded in the Grid. The user does not have to select any records on the page in order to perform this operation. Note, the data that will be deleted includes data that is loaded as a result of the Grid definition but that does not appear on the current page. For example, if your Grid result set returned 5,000 records, all 5,000 records will be deleted when you hit Delete All, not just the records on the current page.

Once the user clicks the Delete All link, two (2) warning messages will appear notifying the user that this operation will delete all records in the current result set. If the user clicks "Cancel" on either message, no records will be deleted. If the user clicks "OK" on the second message, all records in the current result set will be deleted.

If "Roll back deleted records on error" was selected in page 1 of the Grid Wizard, no records will be deleted if a delete error occurs. Otherwise, GridBuddy will delete all records that did not cause an error on delete.

Note, deleted records will appear in the Salesforce recycle bin and can be retrieved using Salesforce's undelete function. For more information on undeleting records, please see the Salesforce.com help.

Upon successful completion of a Delete or a Delete All operation, a message will show at the top of the page of the reloaded Grid with a count of the records deleted. Note, this count does not include any data that was deleted as a result of a cascade delete. If any errors occur during Delete or Delete All, those errors will appear at the top of the page and NO records will be deleted (i.e., any deleted records will be rolled back to their undeleted state).

User-Defined Filtering Updated!

When "Enable user-defined filtering" option is selected on page 1 of the Grid Wizard, this enables several filter options for grid users: the Filter Widget, Field Actions, and Quick Filters. Each of these filter options is described below.

Filter Widget

If the "Enable user-defined filtering" option is selected on page 1 of the Grid Wizard, the "Filter" button will appear on the grid. Click the "Filter" button to open the filter widget which will enable a user to specify alternative filter conditions for this grid. These filter conditions will only be applied for the user that specifies them, i.e., other users' grids will not be affected by conditions specified in this widget.

Please follow the instructions in the Step 3: Define Grid Filters section for how to specify the various options that appear in this widget. Filter sections are not shown for objects the current logged in user does not have access to. The parent filter section is also not shown if the grid is filtered by the "Id" URL parameter. For more information, see the Grid URL Parameters section.

Filter_widget_5.2.png Filter widget with saved filter options expanded

Filter conditions that have been locked by the administrator cannot be modified. If there are any locked filter conditions, they will be disabled and there will be gray text to the right of that filter stating that the field is locked. The Locked conditions input in the Advanced Filters section will also be disabled and cannot be modified. You can add new, update, and delete any unlocked filter conditions.

Save your changes by clicking the "Save" button on the filter widget. The filter definition will save, and the grid will automatically reload with the new definition. This definition will be persisted and applied for the current user until the user modifies it again.

To create additional filters, you can create new or clone:

  1. To create new, open the filter widget and select "Create New..." in the filter picklist at the top. The widget will be loaded with the default filter definition that was defined in page 3 of the Grid Wizard. Make any changes and click "Save" to save your new filter. Note, filters cannot be named "Default" or "(Default filter)".
  2. To clone, click the "Clone" button to clone the currently selected filter. The filter widget will reload and the name of the filter will be defaulted to "Copy of + [filter name]".

To edit a filter, select the filter from the filter drop down, make any changes and save.

To delete a filter, open the filter widget and select the filter from the filter picklist. Then click the "Delete" button. If all filters have been deleted, the grid will be loaded with the default filter definition that was configured on page 3 of the Grid Wizard.

My Filters

Saved filters can be accessed at the right side of the grid under the My Filter picklist. Use this picklist to switch between filters on the grid:

Saved_filters_on_grid_5.2.pngMy Filter picklist on the grid displaying saved filters

Selecting the (Default filter) option will load the default filter definition that was defined in page 3 of the Grid Wizard. Any option prefixed with "(Admin)" indicates a filter that was also defined in page 3 of the Grid Wizard.

Field Actions Updated!

Use the field actions widget to freeze columns, filter, mass update, and sort grid data. Open the field actions widget by clicking the gear icon in a field's column header. When a grid first loads, the gear icons are opaque and inactive until the field actions widget has been initialized, after which they will become more prominent and active.

Field_actions_fast_filter_5.3.png
Field Actions widget showing a filter on the Opportunity Stage field where Stage does not contain Negotiation/Review.

 

Field_actions_mass_update_5.3.pngField actions widget used to mass update selected records.

Freeze New!
Use the freeze section to keep columns in view as you scroll horizontally. Click the "Freeze up to this column" link to freeze that column and all of the columns before it. To freeze a different column open the field actions widget for that column and click the "Freeze up to this column" link. To unfreeze columns, click "Unfreeze all columns".

After columns are frozen for a grid, they will be persisted in the browser you used, even if you close and re-open that browser, until you unfreeze columns for that grid.

Freeze columns will be automatically disabled when related records or data card sections are shown, and also when creating new records.

Resizing columns is not available when freeze columns is enabled. To resize columns, please unfreeze columns, resize any columns you would like, and then freeze columns again.

Filter
User-defined filtering must be enabled on page 1 of the Grid Wizard for the filter section to appear in the field actions widget.

Use the filter section to create, edit or remove field filters. When the widget is first opened, the operator will default to "equals" or "contains" depending of the field's data type. Fields that have an existing filter will show the gear icon in green.

If a field is included in a locked filter condition, the filter section of the field actions widget will be disabled. When locked filters are present, fields in unlocked filters can be updated through Fast Filters, but cannot be cleared. To remove an unlocked field filter use the User-Defined Filter widget.

Fields that are single and multi-picklists, record types, or booleans will have their values accessible by clicking an arrow in the filter value input. You can also begin typing in the input to see matching values.

Specify a filter value then click Apply. Clicking Apply will save the filter immediately and the grid will be refreshed with the new filter applied.

Clicking the Clear button will remove the filter.

Changes made using Fast Filters will overwrite any unsaved changes in the full User-Defined Filter widget. If a Fast Filter is saved when the (Default filter) option is selected, the filter will be saved with the name "My + [grid name]". If a filter named "My + [grid name]" already exists, it will be overwritten by the new Fast Filter. Similarly, if a Fast Filter is saved when any option prefixed with "(Admin)" is selected, the filter will be saved with the name "My + [admin filter name]". If a filter with this name already exists, it will be overwritten by the new Fast Filter.

Mass Update
Mass update must be enabled on page 1 of the Grid Wizard for the mass update section to appear in the widget. Use the mass update section to update all records on the grid or selected records using the All and Selected buttons.

For Currency, Date, Date Time, Double, Integer, and Percent field types, an "fx" icon will appear next to those fields. Click the "fx" icon to open the formula mass update popup, which allows you to apply formulas to records that you want mass update.

Sort
Click the links in the sort section of the field actions widget to sort your grid data. If a field is already sorted ascending or descending then that link will be disabled in the widget. The sort section will not appear in the widget if a field is not sortable per the Salesforce schema (e.g. Textareas and Multi Picklist are not sortable). Note, the sort condition applied here will be removed if a user specifies a filter condition using the Filter button.

Quick Filters New!

Use quick filter buttons to easily filter grid data. Quick filters can be configured on page 2 of the Grid Wizard. Please see the Field Properties section for configuration details. When a grid first loads, quick filters buttons are opaque and inactive until the quick filter button has been initialized, after which they will become more prominent and active.

quick_filter_browse.pngQuick Filter button for the Opportunity Stage field. The button was clicked to open the Quick Filter widget. The Browse section of the widget is shown.

quick_filter_search.pngHere the Search section of the widget is shown.

Browse

The browse section will display picklist values, checkbox values, date literals, etc. for easy selection. For supported data types, browse will display as the default except where there is an existing filter that does not match our browse operator and/or the browse options. The default operator for browse filters cannot be changed. Please see search section to specify a different operator.

For data types that support both browse and search, there will be buttons to switch from browse to search and vice versa. When applying selections from the browse section, any existing filter in the search section will be cleared and replaced.

Please refer to the table in the Field Properties Quick Filter section for supported data types.

Search

The search section allows the flexibility to filter with more complexity. Search allows for a filter criteria that does not match the browse options and allows the ability to select a specific filter operator. To select an operator, click the More Options link.

For data types that support both browse and search, there will be buttons to switch from search to browse and vice versa. When applying filter criteria in the search section, any existing selections in the browse section will be cleared and replaced.

User-Defined Columns Updated!

The Reorder/Hide Columns link will appear in the More menu at the top of the Grid if this option was specified on the first page of the Grid Wizard.

To reorder grid columns, click the link to open the widget and drag and drop the column names within the object section vertically. Uncheck the checkbox next to the column to hide it. Clicking the "Save" button will automatically refresh the grid with the new column display options. The column order and column hiding options will be saved and applied for the current user until the user modifies it again. These options will only be applied for the user that specified them, and other users' grids will not be affected.

If a user-defined column order is in place, the "Revert" button will be displayed. Click "Revert" to refresh the grid with the default column order defined on page 2 of the Grid Wizard.

If Data Card is enabled for an object, you will see a Primary Fields section and Data Card Fields section in the widget. Fields can be reordered within the section they are in (i.e. primary fields can be reordered with other primary fields, data card fields with data card fields, but primary fields can't be reordered with data card fields and vice versa) New!.

Note, user-defined column settings for a particular grid will be deleted if any fields are added or removed on page 2 of the Grid Wizard. Similarly, user-defined column settings will be deleted if any field properties are changed on page 2 of the Grid Wizard.

Exporting Data

The Export link will appear in the More menu at the top of the Grid if "Enable export" was specified on the first page of the Grid Wizard and the grid displays at least 1 parent record. Click the Export link (or use the Ctrl + E keyboard shortcut) to open the Export widget.

The Export widget provides the following options:

Format
  • XLS - sheet per object - this will export in XLS format, with 1 sheet per selected object
  • CSV - this will export in CSV format (note, currently only parent records of a grid can be exported in CSV format)
Records
  • This page - all records - this will export the grid data on the current page
  • This page - selected records - this will export the selected parent records and their child records
  • All pages - all records - this will export all grid data (a maximum of 5,000 parent records and 5,000 child records)

Objects

Checkboxes will appear next to the names of each object configured on the grid. Parent objects cannot be unselected. Child objects can be exported if XLS - sheet per object was chosen for the export Format.Unlimited Only 

Cross-referenced child objects that are setup through a lookup field on page 2 of the Grid Wizard are not supported and won't appear for selection.

When in Edit mode, only saved records will be exported. If there are many records on a grid, or many fields on the grid, the amount of time to prepare the data for export can vary. If an error occurs while you try to export, try filtering your grid so it contains less data.

Pagination

Select the number of records displayed on each page from the "Objects per page" drop down at the bottom of the grid in the sticky footer. Navigate among pages by using the pagination links at the bottom of the page, or the page number input. Navigating does not automatically save your data changes in "Edit" mode.

Grouping Grid Data Updated!

When group by fields are selected on page 3 of the Grid Wizard, the grid will display with header rows indicating that the records below the header have the same value for the grouped field. See the Group by field section of the Grid Wizard for more information on configuring group by fields.

Summaries in each grouping header are for the entire dataset of the grid, not just the current page. For example, if your grid has 1,000 records and the current page shows the first 100 records, the summaries will be calculated based on all 1,000 records.

The grand total summaries are shown in the light yellow row at the top of the grid. Subtotal summaries are shown in shades of blue.

In multi-currency orgs, summaries for currency fields are displayed in the org's corporate currency, unless all records on the current page of the grid have the same currency. In this case, the summaries will be displayed in the currency of the records on the grid New!.

Use the checkboxes in each group by header to check or uncheck the data rows within a grouping.

Click on group by headers to expand or collapse the headers and data rows within that grouping.

Use the Groupings menu to expand or collapse groupings on the grid. See the Groupings menu section for more information.

grid_with_group_by-1.png Grid of Opportunities grouped by Account Name and Stage. Summaries are shown for Amount (SUM) and Probability (AVG).

Selecting Grid Data with Lasso

Select grid data with a lasso by hovering over any part of the grid, clicking, and dragging.  A blue lasso will appear.

Lasso_select_on_grid_5.2.png

Resizable Grid Columns

Grid columns can be resized by hovering over the border of a column header, clicking, and dragging. The column width will be persisted between refreshes. Resizable grid columns currently only work for the grid parent object columns, and only when child object sections are hidden.

Keyboard Shortcuts

Use these keyboard shortcuts to speed up your navigation on the grid.

Shortcut Description
Ctrl + R Click the Control (or Command if on Mac) and R keys to Refresh
Ctrl + S Click the Control (or Command if on Mac) and S keys to Save
Ctrl + E Click the Control (or Command if on Mac) and E keys to open the Export widget
Shift + click Shift + click the checkboxes next to the records to select/deselect multiple records

Grid Configuration Changes

Easily make configuration changes while working in a grid by clicking the "Edit Settings", "Edit Fields", or "Edit Admin Filters" links under the "More" button. These links will launch the Grid Wizard, and is available for users who have Grid Wizard access.

Support for the Lightning Experience

GridBuddy is supported in the Salesforce Lightning Experience. This includes the Grids tab, the Grid Wizard, and embedded Grids. You can access the Grids tab and the Grid Wizard through the App Launcher (at the top left of the Lightning Experience). Grids can be embedded in record home pages in the Lightning Experience just like in Salesforce Classic (Aloha). Grids embedded in record home pages appear on the Details tab of records. Visualforce pages need to have the checkbox, Available for Salesforce mobile apps and Lightning Pages, checked in order to display in the Lightning Experience.

Grid_in_lightning_5.2.png

 

Support for the Sales and Service Cloud Console

Grids can be accessed from within the Salesforce Sales and Service Cloud Console. When in the Sales and Service Cloud Console, use the Grids tab for immediate access to grids, or click the "+" icon in the top bar and enter a Grid URL. Grid links and actions that open record detail pages will open in a new tab within the Sales and Service Cloud Console. These include:

  • The "Open record detail" action
  • Lookup fields on child objects, when clicking the green arrow
  • Id and Name fields, and read-only lookup fields that are linked
  • Id links in lookup results, when there are duplicate results

Note, if accessing a grid embedded in the record detail page within the Console your Visualforce page must include some additional parameters in order for grid links and actions to still open the Console versus a new window. Please contact support@appbuddy.com for details.

Grids for Salesforce1 and Mobile

When accessing grids from an iPad, whether you're using standard Salesforce in mobile Safari, or the Salesforce1 app, GridBuddy provides a mobile optimized experience. It has visual changes like larger font size that make GridBuddy more user friendly, as well as some functional differences. When viewing a Grid on a mobile device, you can switch to the desktop version by clicking the "Show Desktop View" link on the bottom of the page.

To provide a better user experience the current version of GridBuddy mobile does not support the following:

  • Grids tab
  • Column sorting
  • The page size is limited to a maximum of 10 parent records
  • Batch and Global actions
  • Mass Update widget
  • User Defined Filter widget
  • Grid Export
  • Grid Wizard

Grids can be integrated as left nav items or Publisher Actions in Salesforce1:

Access a Grid in the Salesforce1 left nav
  1. Create a Visualforce page, enabling the "Available for Salesforce mobile apps" option. Copy this code into your new page, replacing "Open Tasks" with the name of your grid. The "sh" parameter ensures the grid displays without the standard Salesforce header:
    <apex:page standardStylesheets="false" showHeader="false" sidebar="false">
      <html>
            <head>
                <meta http-equiv="refresh" content="0;URL=/apex/gblite__Grid?sh=0&gname=Open Tasks"/>
            </head>
            <body></body>
        </html>
    </apex:page>
  2. Create a Visualforce tab pointing to the page created in step 1.
  3. To enable the tab in Salesforce1, go to Setup > Mobile Administration > Mobile Navigation and add your tab.
  4. Your new Visualforce tab will now appear in Salesforce1.
Launch a Grid through a Salesforce1 Publisher Action

Salesforce1 Publisher Actions can launch grids within the context of a record detail. You can set up grids to be filtered for the individual record you're viewing. For example, from an Account page you can access a grid of the Account's Opportunities. Follow these steps To setup a record detail Publisher Action that launches a Grid:

  1. Create a Visualforce page, enabling the "Available for Salesforce mobile apps" option. Copy this code into your new page, replacing "Oppties and Products" with the name of your grid:
    <apex:page standardController="Account" standardStylesheets="false" showHeader="false" sidebar="false">
      <html>
            <head>
                <meta http-equiv="refresh" content="0;URL=/apex/gblite__Grid?sh=0&gname=Oppties and Products&fpf=AccountId&fpv={!Account.Id}"/>
            </head>
            <body></body>
        </html>
    </apex:page>
  2. Create an Account Publisher Action pointing to the page created in step 1.
  3. Go to your Account Page Layout, and drag the action you created in step 2 into the Publisher Actions section.
  4. Your new Publisher Action will now appear in Salesforce1.

Error Messages


Maximum Grid Limit Exceeded Message

If you see the message "The organization has exceeded its maximum grid limit. Please contact your system administrator." the Grid administrator needs to go to page 1 of the Grid Wizard and delete grid definitions to be within your organization's limit. Access to the grid interface will then be reinstated.

Data Limit Exceeded Errors

If you receive an error message like the ones shown below, it means you are trying to retrieve more data in one page request than Salesforce allows. The most likely cause is that you have included one or more long text fields on one or more Grid objects, and the values for these long text fields are thousands of characters in length. It also can be caused by loading a grid with many fields and many rows.

Maximum view state size limit (135KB) exceeded. Actual view state size for this page was 249.031KB


Too many script statements: 200001 An unexpected error has occurred. Your development organization has been notified.


Apex heap size too large: 4064586 An unexpected error has occurred. Your development organization has been notified.


There was a problem loading and/or saving data for this Grid. Please notify your system administrator of this error: The amount of data you requested exceeds limits in Salesforce. Please limit your data selection for this Grid in the Grid Wizard on page 3, and try again. 2011-04-21 23:21:18


To remedy this, the Grid administrator needs to go to page 3 of the Grid Wizard and apply a limit to the Grid objects that are bringing back excess data. Set the limit under the "Set Max Record Limit" section, and reload the Grid. Apply lower limits until the page loads successfully.

We are actively working on fixes for these issues! AppBuddy releases new GridBuddy enhancements once a month, and fixing these issues is at the top of our priority list. For updates on our releases, please visit our Release Notes page on our website at: http://www.appbuddy.com/release-notes.html.


Migrating Grids


As of GridBuddy version 3.19, Grids can be migrated between organizations by simply exporting records from the GBLite__GridBuddySettings__c custom object from one organization, and importing these records into the GBLite__GridBuddySettings__c custom object of the target organization.

Currently, Folders cannot be migrated, but can be easily recreated by using the Manage Folders page, accessed from the Grid Wizard > Manage Folders link.

Note: both the source and target organizations must have GridBuddy version 3.19 or higher installed.

1. Export Grids

In your source org:

  1. Go to Setup | Administration Setup | Data Management | Data Export
  2. Click Export Now or Schedule Export (or alternatively use a different data migration tool)
  3. Choose the Unicode (UTF-8) encoding, leave the other options as they are
  4. Select GBLite__GridBuddySettings__c
  5. Click Start Export

Once the export is done, download the file, open the CSV and remove the following columns:

  1. Id
  2. OwnerId
  3. IsDeleted
  4. Name
  5. CreatedDate
  6. CreatedById
  7. LastModifiedDate
  8. LastModifiedById
  9. SystemModstamp

Lastly, remove any records where the GBLite__Default_Definition__c column has a value of "0".

2. Export Grid Actions and Tabbed Pages

In your source org:

  1. Go to Setup | Administration Setup | Data Management | Data Export
  2. Click Export Now or Schedule Export (or alternatively use a different data migration tool)
  3. Choose the Unicode (UTF-8) encoding, leave the other options as they are
  4. Select GBLite__GB_Global_Meta__c
  5. Click Start Export

Once the export is done, download the file, open the CSV and remove the following columns:

  1. OwnerId
  2. IsDeleted
  3. CreatedDate
  4. CreatedById
  5. LastModifiedDate
  6. LastModifiedById
  7. SystemModstamp

Note: Do not remove the Id column, so that Actions can maintain their relationship to Grids. 

Remove any records where the GBLite__Type__c column value is not "Action" or "Tabbed Page". Only "Action" and "Tabbed Page" records should remain in the CSV.

3. Remove Grids From the Target Org

If you're going to import Grids into an org that already has Grids with the same names, it is strongly recommended to delete them first to avoid duplicates in the GridBuddy application. This can be done by deleting records from a list view of the GBLite__GridBuddySettings__c object, or running the following statement in Execute Anonymous:

database.delete([select Id from GBLite__GridBuddySettings__c]);

4. Import Grids into the Target Org

Now we're ready to import Grids:

  1. From the Data Import Wizard, which is under Setup > Data Management > Data Import Wizard
  2. Click the "Launch Wizard!" button
Click the

Importing Grids - Import Wizard


  1. On the "Import your Data into Salesforce" page, select "Custom Object" tab in the "What kind of data are you importing?" section
  2. Select the GridBuddySettings object under the "What kind of data are you importing?" section
  3. Select "Add new records" under the "What do you want to do?" section
  4. Select the "Unicode (UTF8)" option in the dropdown in the Character Code subsection of the "Where is your data located?" section.
  5. Click the “Next” button
  6. On the “Edit Field Mapping: GridBuddySettings” page, map each field
  • Click Map for the GBLite__Custom_CSS_File__c CSV Header and select Custom CSS File for the Mapped Salesforce Object, then click the Map button in the popup
  • Click Map for the GBLite__Custom_JS_File__c CSV Header and select Custom JS File for the Mapped Salesforce Object, then click the Map button in the popup
  • Click Map for the GBLite__Default_Definition__c CSV Header and select Default Definition for the Mapped Salesforce Object, then click the Map button in the popup
  • Click Map for the GBLite__Definition__c CSV Header and select Definition for the Mapped Salesforce Object, then click the Map button in the popup
  • Click Map for the GBLite__Grid_Name__c CSV Header and select Grid Name for the Mapped Salesforce Object, then click the Map button in the popup
Importing Grids Importing Grids - GridBuddySettings API name to Label Mapping for Import Wizard
  1. On the “Review & Start Import” page, click the “Start Import” button
Importing Grids - Review and Start Import Importing Grids - Review and Start Import

5. Import Grid Actions and Tabbed Pages into the Target Org

Now we're ready to import Grid Actions and Tabbed Pages:

  1. From the Data Import Wizard, which is under Setup > Data Management > Data Import Wizard
  2. Click the "Launch Wizard!" button

 

Edit-Field-Mapping__GB-Global-Meta.png

Importing Grid Actions - Import Wizard

  1. On the “Import your Data into Salesforce” page, select “Custom Object” tab in the “What kind of data are you importing?” section
  2. Select the GB Global Meta object under the “What kind of data are you importing?” section
  3. Select “Add new and update existing records” under the “What do you want to do?” section
    1. Match by: Salesforce.com ID
    2. Which User field in your file designates record owners? Leave as --None--
    3. Trigger workflow rules and processes? Leave unchecked
  4. Click CSV and browse to the exported file
  5. Select the “Unicode (UTF8)” Character Code
  6. Click the “Next” button
  7. On the “Edit Field Mapping: GB Global Meta” page, map each field
  • Click Map for the GBLite__Controlling_Field__c CSV Header and select “Controlling Field” for the Mapped Salesforce Object, then click the Map button in the popup
  • Click Map for the GBLite__Grid_Name__c CSV Header and select “Grid Name” for the Mapped Salesforce Object, then click the Map button in the popup
  • Click Map for the GBLite__Object_API_Name__c CSV Header and select “Object API Name” for the Mapped Salesforce Object, then click the Map button in the popup
  • Click Map for the GBLite__Object_Dot_Field_Name__c CSV Header and select “Object Dot Field Name” for the Mapped Salesforce Object, then click the Map button in the popup
  • Click Map for the GBLite__Picklist_Meta__c CSV Header and select “Picklist Meta” for the Mapped Salesforce Object, then click the Map button in the popup
  • Click Map for the GBLite__Request_Status__c CSV Header and select “Request Status” for the Mapped Salesforce Object, then click the Map button in the popup
  • Click Map for the GBLite__Response_Message__c CSV Header and select “Response Message” for the Mapped Salesforce Object, then click the Map button in the popup
  • Click Map for the GBLite__Type__c CSV Header and select “Type” for the Mapped Salesforce Object, then click the Map button in the popup
Importing Grid Actions - GB Global Meta API to Label Mapping for Import Wizard Importing Grid Actions - GB Global Meta API to Label Mapping for Import Wizard
  1. On the “Review & Start Import” page, click the “Start Import” button
Importing Grid Actions - Review and Start Import Importing Grid Actions - Review and Start Import

Once the import has completed: Actions that were associated to Grids prior to import should still be associated after import. Tabbed Pages will work as expected provided the grids defined in the tabbed page definitions exist in the target org.

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