Version 5.3 - March 2017

New Features and Improvements

Category Description
Grid Freeze Columns. Added the ability to freeze columns so they are always visible on the screen while the user scrolls the grid. Read more...
Grid, Grid Wizard, Object-Cross Referencing Unlimited Only Added the ability to link the Line Item Schedule object via Object Cross-Referencing to Opportunity, so Line Item Schedule can be displayed as a child of Opportunity on the grid. Read more...
Grid, Grid Wizard Support for new standard objects:
  • Case Milestone
  • Case Team
Grid, Editable Related Column Data Cards are now supported in the Editable Related Column widget.

Version 5.2 - January 2017

New Features and Improvements

Category Description
Grid, Grid Wizard Unlimited Only Data Cards. Data visualization in GridBuddy just got more powerful with Data Cards. Now you can configure primary fields that you always want to show on grids, and Data Card fields that are hidden initially. Data Card fields are accessed by clicking the Data Card icon in a grid row, and display in a section underneath the primary fields. Read more...
Grid, Grid Wizard, Custom Code Unlimited Only Custom Code Integrator. Now you can create, edit, and delete custom code from within the Grid Wizard, rather than in static resources. Custom code can be easily selected for grids on page 1 of the Grid Wizard. Read more...
Grid Unlimited Only Editable External Objects. Editing External Objects in GridBuddy is now generally available. You can easily manage your Salesforce data and data from your external systems in one grid view.
Grid, Grid Wizard Quick Filters. Now you can configure filter buttons to show at the top of the grid to allow for simple and smart filtering. Read more...
Grid, Grid Wizard All inputs on grids and in the Grid Wizard have new styling.
Grid, Lookup Fields Lookup search dialogs now contain new search options: all keywords, any keywords, and exact phrase. This allows greater ability in filtering lookup search results. Read more...
Grid In orgs that have multi-currency enabled, if a grid has group by enabled, and has aggregated currency fields, and all records on the visible page have the same currency, then aggregate values will be shown in the currency of the records on the page, rather than the org's corporate currency.
Grid Wizard, User-Defined Filtering, Field Actions Filter values can now be greater than 200 characters on page 3 of the Grid Wizard, and in the Filters widget and the Field Actions widget on the grid.
Grid Now when creating Opportunity Products on the grid, the "Supply Default Opportunity Line Item Values" feature is respected when enabled in the org.

 Version 5.1 - October 2016

New Features and Improvements

Category Description
Configurable Grid Tabs Updated page header styling for pages generated by Manage Tabbed Pages.

Version 5.0 - September 2016

New Features and Improvements

Category Description
 Grid, Grid Wizard Unlimited Only Flat View. Now you can configure grids to show child data in a flat view, rather than a hierarchical view. For example, see Accounts and their related Opportunities in the same row, and inline edit them as you would on any GridBuddy grid. Flat View is analogous to a multi-object Salesforce report in the Tabular format. Read more...
Grid, Grid Wizard Unlimited Only beta Editable External Objects. External objects available via Salesforce Connect® are now editable in GridBuddy. You can easily manage your Salesforce data and data from your external systems in one grid view. 
Grid, Grid Wizard,  Editable Related Column Added the ability to give objects and fields new labels for display on grids. Also, added the ability to give Editable Related Columns a new label. Read more in the Object Level Settings and Field Properties sections of the User Guide.
Grid The grid header was reorganized and updated to be sticky on top of the screen, no matter where you are on the grid. This helps keep context of the data you are navigating and keeps grid controls in view at all times. A sticky grid footer was also added for additional grid controls and for displaying information about the result set. 
Grid, Charts Moved GridBuddy charts from being inline at the top of the grid, to be in a slide out icon. The chart icon is always available wherever you are on the screen. 
Grid, Grid Wizard You can now enable Lightning styles for GridBuddy. Check the “Enable Lightning styles” checkbox in Grid Wizard 1 to apply Lightning styles in GridBuddy.
Grid Wizard, Grid, Conditional Formatting Conditional Formatting rules now accept blank values. You can set up a rule to color your fields if there’s no value specified.
Grid, iPad Updated grid styles on iPad.
Grid, Formula Mass Update Added support for decimals in the formula mass update widget.
 Grid Removed the functionality to sort grids by clicking column headers. To sort grids click the gear icon to open the Field Actions widget.

Version 4.11 - August 2016

New Features and Improvements

Category Description
 Grid Unlimited Only Multiple fpf/fpv parameters. Previously, we introduced the fpf/fpv URL parameters that allowed custom grid filtering. Due to popular demand, we can now support up to five fpf/fpv params in grid URLs. The first pair will remain fpf/fpv so you don’t have to modify your existing grids, the second pair can be added as fpf2/fpv2, etc. Read more...
Grid, Mass Update Formula Mass Update. Added the ability for users to apply formulas when mass updating currency, double, integer, percent, date and date time fields on the grid. For example, add one week to a list of project task due dates. Read more...
Grid Wizard, Grid Editable Related Columns. Streamline your multi-object grids: bring your related records up as a new column on the parent to create a multi-object experience on a single row. Click on the new column to see the entire child section, only when you want to see it. Read more...
Grid Wizard, Grid, Conditional Formatting Conditional formatting just got better! Now we support text, long text, formula and checkbox fields. You can now also configure formatting on blank values. For example, show me all Opportunities that don’t have a next step. Read more...
 Grid When you drag to resize a column on a grid, it will persist between refreshes.

Version 4.10 - July 2016

New Features and Improvements

Category Description
Grid, Grid Wizard, Object Cross-Referencing Unlimited Only Cross-Object Filters for Cross-Reference Objects. You can now get more granular with your data and filter your grids in ways you never thought possible. Cross-object filters for cross-reference objects allow you to filter parent records by whether or not parents' have those cross-reference objects. For example, you can filter a grid to only show Accounts that have Leads from the same company. Cross-object filters for cross-reference objects can be configured on page 3 of the Grid Wizard. Read more...
 Grid Mass Create. Create multiple records at the same time with the values you specify. You can create multiple parent records with related records associated to them. You can also create multiple related records associated to existing parent records you select. For example, mass create new Opportunities under your existing accounts! Read more...
Grid, Fast Filters, Mass Update Field Actions.  You can now quickly sort, filter, and mass update fields using the Field Actions widget.  Click to the gear icon in column headers to access the widget. Read more...
Grid, Grid Wizard Support for External Objects. You can now configure grids with Salesforce External Objects. Seamlessly add an external object as a grid parent or a cross-reference child. Read more...
Grid, Grid Wizard Added the ability to configure whether the Salesforce header and sidebar show on a tabbed grid page. Read more...
Grid, Grid Wizard Accessibility updates for screen readers for the visually impaired.

Version 4.9 - June 2016

New Features and Improvements

Category Description
Grid, Grid Wizard Added links that allow the user to jump to any Grid Wizard page from the grid. Read more...
Grid

Resize columns by dragging: Resize a grid column by simply dragging it in the header. Read more...

Grid Updated the styling of field help text on the grid.

Version 4.8 - May 2016

New Features and Improvements

Category Description
Grid, Grid Wizard Added the ability to toggle between a single-object and multi-object grid.  Easily show and hide child object sections and individual child objects with the new Show menu on the grid.  Expand and collapse child sections under individual parents using the new arrow icon in grid data rows.
Grid

Configurable grid tabs. Creating a tabbed page of grids has never been easier. Use our point and click configurator to select the grids or Visualforce pages you want to include in your tabs, and we will generate a new page for you. These can then be embedded in record detail pages. Read more...

Grid  Lasso select. Select rows just like you would in Excel.
Grid  Support for additional languages:
  • Portuguese
  • Spanish
Grid, Grid Wizard

Added the ability to expand and collapse group by sections on the grid.  This can also be configured on page 1 of the Grid Wizard. Read more...

Grid Added checkboxes to each group by header on the grid to easily check and uncheck data rows within each group.
Grid When creating Opportunity Products on the grid the Quantity field is now defaulted to 1.
Grid, Grid Wizard Added support for creating Campaign Members on the grid.

Version 4.7 - April 2016

New Features and Improvements

Category Description
Grid, Grid Wizard Group By. Grids can now be grouped by fields to easily visualize which records have certain values. Groupings are configured on page 3 of the Grid Wizard. Aggregations can also be configured to display within groupings. For example, you can group an Opportunity grid by Account Name and Stage, and show the sum of the Opportunity Amount for each group. Read more about configuring group by fields and aggregations, and groupings on the grid. As part of this enhancement we updated the grid parent and child header colors, and also the hover color when hovering over grid rows.
Grid, Grid Wizard Conditional Formatting.
  • Relative dates are now supported. Use relative dates like TODAY, YESTERDAY, and TOMORROW when creating conditional formatting rules.
  • Formatting on cross-reference objects is now supported.
Read more...
Grid The lookup search now contains a new Exact Match option that enables you to see results matching the exact search keyword instead of a partial keyword. Read more...
Grid Wizard The breadcrumb steps at the top of the Grid Wizard pages are now linked, so it's easy to jump to any page of the Grid Wizard from any other Grid Wizard page.
Grid Removed the Account Rating, Account Site and Lead Rating fields from the grids created on install.
Grid The More menu now opens on hover.
Grid, Grid Wizard Support for new standard objects:
  • Entitlement
  • Quote
  • Quote Line Item
Manage Actions Moved the tooltip text for each action field to an info icon next to the field.
Grid Moved the record-level “Clone record” action above the "Create related records" action.

Version 4.5 / 4.6 - February 2016

New Features and Improvements

Category Description
Grid, Grid Wizard Object Level Settings. Added the ability to enable or disable creates, edits, or deletes for individual objects on a grid. Read more...
Grid, Grid Wizard Conditional Formatting. Format a field based on a condition. For example, if the Opportunity Amount is greater than 1000, set the background color to green. Specify the background color, text color and other text formats on a cell or on the entire row. Read more...
Grid Inline Clone. Clone any record on the grid with just one click. Read more...
Grid, Grid Wizard Added support for additional relative “ago” date filters. Read more...
Grid The configure link that takes the user to the Grid Wizard has been moved under the “More” menu on the grid.
Grid Wizard - Field Selection Added a message to the 2nd pane (Choose Fields) when all fields have been selected for an object and there are no additional fields for selection.
Grid Renamed the “Cancel” button to "Read Only" on the grid.
Grid, Grid Wizard Increased the API version of GridBuddy to 27. Starting with API version 26, the Event Relation object replaces the Event Attendee object, and the Event Attendee object is no longer visible. When upgrading to GridBuddy version 4.6 your existing grids that use the Event Attendee object will be converted to use the Event Relation object. Your Event Attendee data will be visible under the Event Relation object.

Version 4.4 - January 2016

New Features and Improvements

Category Description
Grid Wizard - Field Selection On step 2 of the Grid Wizard, added a search box at the top of the Choose Fields section to quickly find fields.
Grid, Grid Wizard, Manage Folders, Manage Actions Support for the Salesforce Lightning Experience. All GridBuddy pages are now fully supported in the Lightning Experience. Read more...
Grid Changed the create new icon on grids to a blue New link.
Grid When creating new Opportunity Products, the Sales Price and List Price are now auto-populated with the List Price from the related Pricebook Entry.
Charts Changed the default colors in charts so that adjacent ones have more contrast.
Grid Renamed the More Actions button to More.