GridBuddy Release Notes
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Version 4.10 - July 2016

New Features and Improvements

Category Description
Grid, Grid Wizard Unlimited Only Cross-Object Filters. You can now get more granular with your data and filter your grids in ways you never thought possible. Cross-object filters allow you to filter parent records by whether or not parents' have unrelated children. For example, you can filter a grid to only show Accounts that have Leads from the same company. Cross-object filters can be configured on page 3 of the Grid Wizard. Read more about configuring cross-object filters.
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. E.g. mass create new Opportunities under your existing accounts!

Read more about Mass Create here. Read more...

 Grid 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 Added the ability to configure whether the Salesforce header and sidebar show on a tabbed grid page.  Read more...
Grid, Grid Wizard New You can now configure grids with salesforce external objects. Seamlessly add an external object as a grid parent or unrelated child.  Read more...

Bug Fixes

Category Description
Grid, Grid Wizard Fixed issue where grids would not load if lookup fields were chosen for group by, and the Name field of the look object was an Auto Number.
Grid Fixed the positioning of the field actions widget.
Grid Fixed issue where the selections in the Show menu were not persisted when saving a filter in the filter widget on the grid.
Grid Fixed issue where child object records were hidden when manually expanding a parent section on a multi-object grid with group by enabled.
Grid Fixed issue where group by headers appeared on grids filtered by the Id URL parameter.
Grid Wizard Optimized the Grid Wizard to fix a view state error received by orgs with hundreds of fields on objects.
Grid Updated conditional formatting on numeric fields so that blank numeric values are not evaluated as a 0 value.
Grid Fixed behavior of controlling fields that contain the “&" symbol.

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.

Bug Fixes

Category Description
Grid Fixed issue where the Euro symbol couldn’t be entered in grid inputs when using a French Azerty keyboard.
Grid

Fixed issue where text was not able to be selected in read-only cells on the grid.

Grid

Fixed styling issue when resizing overlay widgets 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.

Bug Fixes

Category Description
Grid Fixed issue where max row limit on cross-reference object  was ignored on the grid.
Grid Fixed issue where grids with group by fields configured would not load if the grid returned many records.
Grid Fixed issue where picklists with 1000+ picklist options would cause the grid to not load.
Grid Fixed issue where the More menu opened while the buttons are disabled.

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.

Bug Fixes

Category Description
Grid Wizard Fixed issue where grids couldn’t be deleted if they referenced a deleted object.
Grids Export Fixed export for cross-reference objects.
Grid Wizard The Filter by Record Ownership option now shows All Records selected by default on page 3 of the Grid Wizard.
Grid Fixed issue when resizing long text fields when Compact View is enabled.

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.

Bug Fixes

Category Description
Grid Support tabbing on picklist fields.
Grid Support dependent picklist field values when the controlling picklist field is read-only.
Grids Tab Fixed scrolling on the Grids tab in Communities.
Grid Fixed summaries for certain scenarios when objects of the same type are on the grid.

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.

Bug Fixes

Category Description
Charts Handle different user timezones when date fields are edited.
Charts Fixed date field sorting on charts for users in different locales.
Charts Update chart when group by fields are edited.
Charts Fixed issue where collapsed charts would expand when editing chart fields.

Version 4.3 - November 2015

New Features and Improvements

Category Description
Grid, Grid Wizard - Field Selection Grid 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. Bar, line, and donut charts can be setup for single and multi-object grids in various sizes. Charts can be embedded as standalone components for dashboards or record detail pages, and will launch the related grid when clicked. Charts are configured on step 2 of the Grid Wizard. Standalone chart components can be created by using the Embed widget within the Chart configuration section in the Grid Wizard.

Read more about configuring and using charts.
Grid Name fields are now shown as links when they are read-only on the grid, and will launch the record detail when clicked.
Grid Wizard, Manage Folders, Manage Actions The Salesforce header is now hidden in the Grid Wizard overlay when the Wizard is launched from the grid's Configure link.
Grid Wizard - Field Selection, Object Cross-Referencing We now support mapping ID/Reference type fields to String type fields when relating cross-reference objects. This enables you to leverage String fields that have ID values (for example, if the String field is a formula that evaluates to a lookup object's ID) without having to create extra formula fields on the parent in order to map the parent and child fields.
Grid Wizard - Field Selection, Object Cross-Referencing On step 2 of the Grid Wizard, support the ability to select a lookup object as a field on the grid, as well as drill into the lookup object to select its fields for object cross-referencing. If the lookup field has already been selected the "+" icon will appear gray.
Grid, Object Cross-Referencing Support grid configurations that include related and unrelated objects of the same object type.

Bug Fixes

Category Description
Grid Fix the object cross-reference scenario where an error message is displayed when no unrelated objects records match the parent records.
Grid When the grid is filtered by fpf/fpv on a date field, don’t default the date value when creating new records.

Version 4.2 / 4.1.1 - October 2015

Bug Fixes

Category Description
Grid Fixed grid load issue related to Record Type picklists containing single quotes.

Version 4.1 - October 2015

New Features and Improvements

Category Description
Grid Wizard - Field Selection, Grid Object Cross-Referencing public release. This feature is now enabled by default.

Issues fixed in the public release include:
  • Grid: Edge cases when creating new object cross-reference records set up through a mapping field
  • Grid: Mass update performance on related cross-reference objects set up through a mapping field
  • Grid: (IE) JavaScript error when saving new records with summaries
  • Grid Wizard, page 2: Removed support for adding the details of the User object in an object cross-reference scenario through any lookup field pointing to User
  • Grid Wizard, page 2: Simplification of the mapping widget for unrelated objects
Read more about setting up Object Cross-Reference grids, new functionality around editing child data and creating new records.
Grid Removed error message related to deleted grid fields.
Grid Support for the numeric shortcuts k, m, and b to indicate thousands, millions, and billions when editing data. Shortcuts are not supported in filter criteria.
Grid Support comma-separated values in the fpv parameter when filtering on a text-based field using the fpf parameter. Read more...
Grid Performance improvements when filtering by Record Type or Ownership.

Bug Fixes

Category Description
Grid - Reorder/Hide Columns Fixed issue where Reorder/Hide Columns preferences are not saved for users who don't have permission to see all configured grid fields.
Grid Wizard Fixed user-defined Grid preferences (filters and columns) disappearing when the grid's name changes.
Meta Data Service Decode picklist values that were encoded.

Version 4.0 - September 2015

New Features and Improvements

Category Description
Grid Wizard - Field Selection We've redesigned and restyled the Field Selection component (step 2 of the Grid Wizard) to simplify how you define the objects and fields that appear on your grids. You can now search for objects and access the Field Properties widget more easily.
Grid Wizard - Field Selection, Grid Object Cross-Referencing beta. Cross-reference data from objects that don't have a relationship on the Salesforce schema level, and leverage GridBuddy's existing powerful inline and mass editing capabilities to directly work with that data on one screen. With simple point-click configuration (on step 2 of the Grid Wizard), 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 to do clean up operations in a single view.
  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.
Read more about setting up Object Cross-Reference grids and new functionality around editing child data.

This feature is currently in beta. If you're interested in trying it out, please install the latest version of GridBuddy and email us at support@appbuddy.com to get it activated.
Grid The "configure" link now launches the Grid Wizard in an overlay instead of a new window.
Grids Tab
  • The Grids tab is now fully supported in the Sales and Service Cloud Consoles: launching record detail actions, and the "Open Grid in a new window" link will open new tabs within the console, instead of new windows.
  • The grid name search in the Grids tab now supports partial name searches.
Grid Wizard - Filtering, User-Defined Filtering, Fast Filters Support for additional date literal filters:
  • Next n Months (NEXT_N_MONTHS)
  • Last n Months (LAST_N_MONTHS)
  • Next n Weeks (NEXT_N_WEEKS)
  • Last n Weeks (LAST_N_WEEKS)
Read more about supported date filters.
Grid Summaries Summary rows now freeze with the grid header when scrolling.
Grid Wizard - Grid Creation Updated the Embed Grid auto-generated code to include Salesforce stylesheets when tabs are specified. Also fixed the placement of variables.

Bug Fixes

Category Description
Grid, Lookup Fields For multi-currency orgs, when adding new Products, the products displayed are filtered by the Opportunity's appropriate currency.
Grid Summaries For summarized currency fields, added missing space between the currency code and summarized value.
Grid Export Fixed issue where generated XLS file doesn't open due to exported objects containing special characters.
Grid Wizard - Filtering, User-Defined Filtering, Fast Filters, Grid Fixed grid results when filter value contains a single quote.
GridBuddy Mobile Fixed unnecessary scrolling when grid contains few fields.
Grid, Lookup Fields Support Group results when searching the Owner field on custom objects.

Version 3.41 - June 2015

Bug Fixes

Category Description
GridBuddy Mobile Fix embedded grid syntax to work on Salesforce1 mobile.
GridBuddy Mobile Show Delete button when enabled.
Grid Actions Fix actions accessed within Communities that have a content source of URL, or Formula that resolves to a relative URL.
Grid Actions Apply configured overlay size for actions that have a content source of Button or Formula.
Grid, Grid Wizard (IE10, IE11) Remove Microsoft icons from input fields.
Grid, Grid Wizard Surface user-friendly error if grid definition is invalid. The invalid grid will not be accessible until the admin either fixes the definition manually or deletes it.
Grid, Mass Update Fix issue related to grids that have the same object for parent and child, where the object has record type dependent picklists, but the parent does not include the same dependent fields as the child.

Version 3.40 - May 2015

Bug Fixes

Category Description
Grid, Lookup Fields Fixed issue where lookup field values could not be cleared.
Grid Fixed issue where summary row field gets highlighted if the first record has validation errors.
Grid, Lookup Fields Fixed lookup spinner icon to stop spinning upon navigation.
Grid Updated help text tooltip style.
Grid, Fast Filters Fixed the position of lookup values within the Fast Filter widget, when freeze headers are engaged and the user scrolls.

Version 3.39 - April 2015

New Features and Improvements

Category Description
Grid Wizard, Grid We've restyled the grid to streamline buttons, widgets, messaging styles and grid record states for an improved and cleaner user experience.
Grid Wizard, Grids Tab and Page Support for Communities. Grids are now fully supported in Communities, including the Grids tab, actions, filtering, exporting records, as well as embedding grids in tabbed views and record detail pages.
Grid Wizard - Field Selection, Grid Resize numeric fields. Numeric fields can now be resized to the width that's suitable for your grid. The field width can be specified on page 2 of the Grid Wizard in the Field Properties widget.
Grid Wizard, Grid New version of jQuery and jQuery UI. We've upgraded to jQuery version 1.11.2 and jQuery UI version 1.11.4 for performance and usability improvements. Note: If you have existing custom JavaScript or CSS for GridBuddy you will need to update it.
Manage Actions, Grid Actions Configure the position of a launched overlay action. If the action's display behavior is of grid overlay or window overlay, you can now configure the width, height, top offset and left offset of the action window on the Manage Actions page. Read more...
Grid, Lookup Fields You can now 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.
Grid Wizard, Grid Support for new standard objects:
  • Partner
  • Account Partner
  • Opportunity Partner
  • Opportunity Split
  • Order Product
We've also enabled the Account Team Member and Opportunity Team Member objects as parent objects, and enabled creates on Opportunity Team Member.
Grid Wizard, Manage Actions We've updated some default options when configuring grids and actions:
  • In the Grid Wizard, Compact View is now enabled by default, and the default page size is 20.
  • On the Manage Actions page, the Confirm Action checkbox is now unchecked by default when creating new actions.

Bug Fixes

Category Description
Grid Fixed issue where the My Filter picklist was hidden when a grid was being filtered by the Id URL parameter.
Grid Wizard - Filters, Grid, User-Defined Filtering Fixed issue where all admin-defined saved filters were not deleted when a grid's parent object changed.
Grid Wizard - Grid Creation, Grid, User-Defined Filtering Fixed issue where user-defined filters were still being applied to a grid after User-Defined Filtering was disabled in the Grid Wizard.
Grid Wizard, Grid Renamed "Pricebook Entry Name" field on Opportunity Product to "Product Name" for consistency.
Grids Tab (IE11) Fixed double vertical scrollbars in the Grids tab.
Grid, User-Defined Filtering Fixed the save and error message not hiding after switching to a different grid filter.
Grid, Summaries Fixed issue where the summary value shows too many decimal values for certain SUM rollups.
Grid, Summaries Fixed issue related to summary row when a numeric field has an invalid value.
Grid Fixed issue where "undefined" appears in the grid's URL after certain actions.
Grid, User-Defined Filtering Fixed sticky header within Filter widget.

Version 3.38 - March 2015

New Features and Improvements

Category Description
Grid Wizard - Filters, Grid, User-Defined Filtering Admin-defined Saved Filters. Grid admins can now create multiple filter configurations on page 3 of the Grid Wizard. Grid users will be able to select these admin-defined filters on the grid in the My Filter picklist. Grid users will also be able to clone admin-defined filters from the grid’s Filter widget if the User-Defined Filtering option is enabled in the Grid Wizard. Read more...
Grid Freeze Headers. Scrolling through records in the grid now freezes the parent or child object header. This makes it a breeze for you to relate the content of the fields to what they belong to when there are multiple parent or child records.
Grid, Grid Wizard - Field Selection & Field Properties Summary Fields. You can now see summarized numeric fields on your grid. Configure summarized fields on page 2 of the Grid Wizard by selecting the summary type in the field properties widget. A summary row will then appear on your grid with the summarized values. Summary values are updated dynamically as you change the grid data. Supported summary types include Sum, Minimum, Maximum, Average. 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. Read more...
Grid, Grid Wizard - Field Selection & Field Properties Multi-select picklist fields can now be made required on the grid by marking them as required in the field properties widget on page 2 of the Grid Wizard.
Grid Wizard - Field Selection Easily identify fields on page 2 of the Grid Wizard with the ability to view each field’s API name. Simply click the "Show field API names" link to show or then hide the API names.
Grid Dynamically filter on date and boolean fields using the “fpf” and “fpv” URL parameters. Date filter values can include specific dates or date ranges using formulas (e.g. THIS_MONTH, THIS_YEAR). This makes it possible, for example, to use a single Opportunity grid and see different views of it filtered by various Close Date date ranges. Read more about supported date filters, and how to use "fpf" and "fpv" parameters.
Grid, Lookup Fields Price Book Entry Name lookup field on Opportunity Products has been improved! The Price Book Entry results in the lookup field are now filtered by the related Opportunity's Price Book. This will make it easier to choose the right Price Book Entry when inline creating Opportunity Products.
Grid We now don't include the foreign key lookup field to the parent as a required field when creating new records.

Bug Fixes

Category Description
Grid Wizard Fix Grid Wizard load when there are several hundred grids.
Grid Fix Reorder/Hide Columns not working when field properties are saved for a field that’s natively optional.
Grid Fix Sales Price changing when Quantity is 0 on Opportunity Product while editing multiple Opportunity Product records.
Grid Display unsaved records when rollbacks are enabled.

Version 3.37 - December 2014

New Features and Improvements

Category Description
Grid, Lookup Field & Results Find lookup data more easily with our enhancements to lookup searches and results:
  1. Search across fields in the lookup layout, as well as admin-defined search fields, by choosing the Searchable Fields option in the lookup widget.
  2. Perform a fuzzy search by entering multiple search terms, which will return results including any of the terms matching the Name or searchable fields.
  3. Sort on lookup results by clicking the field name in the layout header.
Read more...
Grid, Default Filter The "Default filter" option will automatically appear in the grid’s "My Filter" dropdown when there’s at least one user-defined filter present. Select this option to see the grid with the filter the admin originally defined.

Note: if you had a user-defined filter named "Default" or "(Default filter)" on any grid, that saved filter will be deleted when this upgrade is installed and that grid is loaded.

Read more...
Grid, Campaign Member support Campaign Member is now supported as a parent object on the grid. To set this up, simply select Campaign Member on step 1 of the Grid Wizard when creating your grid.
Grid, Order object support The Order object is now supported in GridBuddy. Select Order on step 1 of the Grid Wizard when creating your grid. Orders must be enabled in your org in order to create an Orders grid.
GridBuddy Mobile User interface updates.

Bug Fixes

Category Description
Grid, User-Defined Columns Fixed issue where users don't see newly added fields due to User-Defined Columns settings. Now, grid configuration changes that include adding or removing fields, or adjusting field properties on page 2 of the Grid Wizard, will automatically revert user's User-Defined Columns settings so that they can see the new grid configuration changes.
Grid (IE11) Fixes to long text fields to address wrapping and resizing.
Grid, Rich Text Fields Fixed the error related to grids with creates enabled that had rich text fields in edit mode.
Grid, Lookup Updated lookups to the Case object to use Case Number as the primary field, instead of Case Subject.
Grid Fixed issue related to numeric values between 0 and -1 not displaying as negative.

Version 3.35 - September 2014

New Features and Improvements

Category Description
GridBuddy for Salesforce1 and Mobile Safari 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, which are noted in our User Guide.

When viewing a Grid on a mobile device, you can switch back to the desktop version by clicking the "Show Desktop View" link on the bottom of the page.

Learn more about GridBuddy Mobile, how to integrate Grids into the Salesforce1 navigation, and how to setup a Salesforce1 Publisher Action that launches a Grid.
Grid Export The Grid Export feature now supports exporting up to 10,000 records for multiple objects and pages into CSV and XLS formats. Read more...
Grid Wizard - Filtering, User-Defined Filtering Locked Filters. Admins can now lock specific filters and advanced filter conditions in the Grid Wizard to restrict end users who have User-Defined Filtering enabled from changing locked criteria. Users can still add their own filter conditions in addition to the default admin conditions. See how to define locked filters and setup Advanced Filters with locked criteria.
Grid, User-Defined Filtering End users can now define more than 5 Saved Filters per grid. Typical grids can support between 10 and 20 Saved Filters, depending on the grid and filter configuration. The limit is dictated by Salesforce's record storage limit for long text fields.
Manage Actions, Grid Actions We've introduced support for action URL parameter references which take Grid actions to a whole new level. You can configure actions to reference any Grid URL parameter. This makes it possible to create more sophisticated actions without custom code.

URL parameter references can be used in actions that launch a Visualforce Page, URL, Grid, or URL through a formula field. The syntax is: yourParamName={Grid URL parameter name}. Read more...
Manage Actions, Grid Actions We've added a new Display Behavior to GridBuddy Actions called Replace Grid, which will replace the grid window with your action.

Certain Clickjack limitations apply to this Display Behavior, just as they do to the Grid Overlay behavior. See our guide for more details about Action Display Behaviors.
Grid, DupeBlocker Support Are you currently using DupeBlocker in your org and want your DupeBlocker rules to apply to mass changes you make in GridBuddy? If so, you'll be happy to know we've made some integration adjustments so that GridBuddy and DupeBlocker work better together. If you're interested in setting this up, please email our support team for details (support@appbuddy.com).
Manage Actions Previously the "Grid" Content Source was only available for Single Record and Global actions. It's now available as a Batch action. When using a Grid Batch action, you can pass in the selected records from the original Grid to the new Grid action by using the fpf and fpv URL parameters. Read more...
Grid, Lookup Fields When searching for Products using lookup fields, inactive Products are now excluded.
Grid The Activity Subject field is no longer required on Activity records, since it is not required in Salesforce.

Bug Fixes

Category Description
Grid Fixed the currency symbol for single-currency orgs with non-USD currency default to show the appropriate symbol instead of the $ symbol.
Grid Actions Fixed the order of button actions so that they follow the order of the objects on the grid.
Grid Fixed the "create new" behavior when filtering the grid by multiple ids in the "fpv" parameter.

Version 3.34 - July 2014

Bug Fixes

Category Description
Installation Fixed package installer for Group and Professional edition orgs.

Version 3.33 - July 2014

New Features and Improvements

Category Description
Grid Wizard - Filtering, User-Defined Filtering, Fast Filters Filtering just became easier with selectable filter values! See and select values for single and multi-picklist, record type and boolean fields, or start typing a filter value to see matching values.
Manage Actions, Grid Actions Access important actions quicker with button actions. Batch and Global actions can now be displayed as buttons at the top of the grid instead of menu items in the More Actions menu. Simply choose the "Button" Location option when configuring your action on the Manage Actions page.
Grid Support for creating new Opportunity Products, whether Opportunity Product is a parent or child object on the grid.
Grid, Mass Update Record type picklists are now supported when creating new records, editing a record type on an existing record, and in the Mass Update widget.
Grid, Mass Update Lookup filters are now available for lookup fields in the Mass Update widget.

Bug Fixes

Category Description
Grid Fixed numeric fields with scale to be handled the same way Salesforce does: inputted values on new and existing records are now rounded to scale before save, and values display the same scale in edit and read-only mode as Salesforce.
Grid Previously if the number of related records and fields per record exceeded a certain size, an error message would be displayed and the data would not be displayed. We've lifted this limit so the data is now displayed.
Grid (Internet Explorer) Fixed lookup fields not returning results in IE11.
Grid (Internet Explorer) Fixed saving of multiple records in that contain lookup field values in IE8.
User-Defined Filtering (Safari) Fixed the buttons not appearing when the widget is opened.
Grid Wizard - Filtering, User-Defined Filtering, Fast Filters Fixed filtering so periods in formula filters, as well as periods and commas in filter values, aren't re-formatted for users in non-English locales.
Grid, User-Defined Filtering Fixed cloning filters so the cloned filter success message does not persist when new filters are created after cloning.
Grid Fixed error when creating new records that contain picklists with apostrophes in the default value.
Grid Fixed Save & Return action so the grid returns to read-only mode after making edits and clicking Save & Return.

Version 3.32 - May 2014

New Features and Improvements

Category Description
Grid, User-Defined Filtering Saved Filters. End users can now define and save up to 5 filter configurations on any grid when the Filtering option is enabled in the Grid Wizard. Create, edit, and clone filters right from the grid's Filter widget. Switch between grid filters using the My Filters drop down. Read more...
Manage Actions, Grid Actions We've added a new display behavior to GridBuddy Actions called Window Overlay which will launch your action as a popup window over your grid. The "View record detail" action has been updated to use this new behavior.

The following predefined GridBuddy Actions have been updated to use the new Window Overlay behavior: Add Product, Establish Schedule, Send Email.

If you're using Grid Overlay actions and are running into Clickjack limitations, simply update your actions on the Manage Actions page to use the Window Overlay option. See our guide for more details about Action Display Behaviors.
Grid Improved Save experience. Fixing records that didn't get saved due to validation rules just easier. Now GridBuddy will display the edits you made if your save was not successful, allowing you to update the error-related fields without having to remember and re-enter all your changes.
Grid Wizard Improvements so that configuration changes don't always delete user-defined filter and field order settings. User-defined settings will only be deleted if the parent object of the grid changes, or an object is added to or removed from the grid definition.
Grid Wizard Performance optimizations for objects with hundreds of fields.

Bug Fixes

Category Description
Grid Fixed saved status message that persisted after grid refresh and navigation.

Version 3.31 - March 2014

New Features and Improvements

Category Description
Grid Wizard - Grid Creation Easily embed grids into detail pages without any Visualforce coding. Simply click the Embed Grid button on the Grid Wizard, select your filter and tab settings, and click Create Page which will generate the Visualforce page for you. Then just add the new page onto your object's page layout. Read more...
Grid Wizard - Field Selection Made the select and deselect icons larger.

Bug Fixes

Category Description
Grid Fixed lookup filter logic related to records with duplicate Name values.
Grid Fixed decimal formatting when there are 3 or more consecutive 9s in the fractional value.

Version 3.30 - January 2014

New Features and Improvements

Category Description
Grid In preparation for Spring '14 which will auto-enable Clickjack Protection options, the "View record detail" action has been updated to use a custom Visualforce page. Read more...

Note: This will require grid users to have Visualforce Page Access to the GBLite.Detail page (or GBFree.Detail for GridBuddy Free) in their profile. See our guide for granting Visualforce Page Access.
Grid, Grid Wizard Support for the Idea object.
Grid, Grid Wizard Support for the User object as an editable parent object.
Grid, Grid Wizard - Field Selection Support for rich text area fields.
Grid Improved Help Text usability.
Grid, Grid Wizard Support a page size of 5.
Grid Increased the number of new records that can be created with long text fields.
Grid Wizard Added the status and time of the last meta data refresh to the Manage Grid Meta Data section.
Grid, Meta Data Service Support the Division and Department fields in User lookup layouts.

Bug Fixes

Category Description
Grid Fixed special characters that appear double encoded in validation rule error messages.
Grid Wizard - Filtering, User-Defined Filtering, Fast Filters Fixed date filter validation.
Grid Wizard,
Meta Data Service
Fixed the error message caused by long-running requests.
Grid Wizard,
Meta Data Service
Fixed the ability to refresh meta data if an old request did not complete.
Grid Wizard,
Meta Data Service
Fixed the ability to refresh meta data after deleting a field that was referenced in grids.
Grid, Mass Update Fixed the sort of the Related To field options on Task and Event.
Grid Wizard - Filtering, User-Defined Filtering Fixed the Task's Assigned To field label.
Grid Fixed grids not loading in Salesforce1 if their grid name contains spaces.

Version 3.28 - November 2013

New Features and Improvements

Category Description
Grid, Grid Wizard - Resize Columns You can now configure column sizes for specific fields in a grid on page 2 of the Grid Wizard. Read more...
Grid, Grid Wizard - Compact View The new "compact view" option on page 1 of the Grid Wizard reduces whitespace on the grid, and is ideal for grids that are embedded in small spaces (for example, record detail pages) or have many fields. Read more...

Bug Fixes

Category Description
Grid Fixed default value for multi-picklist fields when creating new records.
Grid Fixed decimal truncation on numeric fields with more than 3 decimal places.
Grid - Reorder/Hide Columns Fixed ability to manually revert to original column settings.
Manage Actions (IE) Fixed action creation.

Version 3.26 / 3.25.1 - October 2013

Improvements

Category Description
Grid - Fast Filters Removed widget display on hover. The widget will display when clicking the Filter icon.

Version 3.25 - October 2013

New Features and Improvements

Category Description
Grid - Fast Filters Improved usability: show the widget on hover of the Filter icon, default the operator, new Apply button to directly save the filter from the widget instead of the Pending Filters section.
Grids Tab and Page Enabled the Grids tab and individual grids in Salesforce Touch. Read more...
Grid, Grid Wizard Support for new objects: Account Feed, Case Feed, Contact Feed, Lead Feed, Opportunity Feed, Report.
Grid Support comma-separated values in the fpv parameter when filtering on an ID or Reference field using the fpf parameter. Read more...
Manage Actions Increased the ID Parameter field length.
Grid, Grid Wizard General performance improvements.

Bug Fixes

Category Description
Grid, Grid Wizard Handle lookup fields with no relationship name.
Grid - User-Defined Filtering Fixed filters not getting applied to related objects.
Grid Wizard - Clone Fixed error when cloning a grid that doesn't have the Reorder/Hide Columns option specified.
Grid Fixed the object display order that was causing issues with user-defined column preferences.
Grid Fixed record type and dependent picklist values showing incorrect translations.
Grid - Reorder/Hide Columns Fixed Revert button appearing when saving already user-defined preferences.
Grid Fixed the order in which new records are saved.

Version 3.24 - September 2013

New Features and Improvements

Category Description
Grid Unlimited Only Reorder and hide columns. Users can now change their column display preferences right from the grid. Learn more about enabling this feature and reordering columns on the grid.
Grid Wizard - Filtering, User-Defined Filtering Support for up to 10 filters.
Grid Wizard - Filtering, User-Defined Filtering, Fast Filters Support for relative date filters, like "this week", "this month". Read more...
Grid Wizard Allow non-admin users to configure grids. Read more...
Grid Added default record action for viewing the record detail as an overlay. Read more...
Grid Enhance picklist behavior to mimic Salesforce's behavior: conditionally show the None option and retain dependent values when changing controlling fields.
Grid Wizard - Field Selection Field Properties: allow natively required fields to be marked as read-only; prefix the field name with the object name.
Grid Wizard Improve error messaging when user has insufficient privileges to configure a grid.
Grid Initial support for the German language.
Grid Support for English (Ireland) Date and Date Time format.

Bug Fixes

Category Description
Grid Enforce the required property behavior on picklist fields.
Grid Fix Mass Update to work for picklist values containing multiple consecutive spaces.
Grid Fixes to support IE9.
Tabs: User Guide, Getting Started, Upgrade GridBuddy Fixed content not loading for the newest versions of Firefox and IE.

Version 3.23 - July 2013

New Features and Improvements

Category Description
Grid Wizard - Field Selection Field Properties. Specify whether fields on the grid are required or read-only in step 2 of the Grid Wizard. Read more...
Grid Service Cloud Console Support. Integrate and interact with grids in your Service Cloud Console more easily than ever before. Grid actions that open records will open as tabs within the console view. Read more...
Grid, Lookup Fields Lookup Layout Support. Previously lookup results only displayed values from an object's Name field. Now, lookup results will include fields from your Lookup Dialog Search Layout configured in Salesforce.

New grids will automatically pick up lookup layout meta data from your org. To set this up for existing grids navigate to the Grid Wizard, click the Refresh Grid Meta Data link, and launch your grid when done. Read more...
Grid, Lookup Fields Typing in a search term of more than 1 character now performs a "contains" search.
Grid Wizard - Grid Creation New display option for hiding repeated parent headers in the grid. Read more...
Grid Wizard - Grid Creation Unlimited Only Enabled the User-Defined Filtering option by default.
Grid Wizard - Grid Creation Support for the Content object.
Grid Additional support for the French language.

Bug Fixes

Category Description
Grid Actions Fixed actions launched from an embedded grid that sometimes result in a URL Not Found page.
Manage Actions Handle actions defined on objects that are not in the org.
Grid, Lookup Fields Handle lookup filters with a null filter value on the ID field.
Grid Wizard - Field Selection Fixed Script Limit Exception.
Grid Wizard Fixed layout issues in IE9.

Version 3.22 / 3.21.7 / 3.19.2 - April 2013

New Features and Improvements

Category Description
Grid Introduce initial support for the French language.

Bug Fixes

Category Description
Grid, Lookup Fields Fixed lookup results being inconsistent, and sometimes showing results for a previous keyword.
Grid, Lookup Fields Fixed issue where lookup field on related record is disabled when it is not the lookup to the parent object.
Grid, Lookup Filters Fixed evaluation of lookup filter to recognize a comma-delimited value as multiple values.
Grid, Lookup Filters Fixed evaluation of lookup filter where the criteria includes a related standard object.
Grid Wizard - Filtering, User-Defined Filtering Fixed evaluation of filters where the value contains single quotes.
Grid Actions Fixed issue where a Visualforce Page action launched from an embedded grid will sometimes show a "URL Not Found" error instead of rendering the Visualforce page.
Grid, Fast Filters Fixed the date widget to be locale-specific when grid is in read-only mode.

Version 3.21 / 3.19.1 - March 2013

Bug Fixes

Category Description
Manage Actions, Grid Update GridBuddy Actions to integrate with Conga Composer buttons and custom buttons/links through formula fields. Read more...
Grid Improved Action error handling.

Version 3.19 - March 2013

New Features and Improvements

Category Description
Grid Wizard, Manage Actions, Grid Unlimited Only GridBuddy Actions. Launch actions defined in Salesforce buttons, Visualforce pages and more directly from GridBuddy. Examples include converting leads, closing cases, and Chatter follow/unfollow. You can also launch Conga Composer and Conga Conductor actions from GridBuddy list views.

Learn more about creating actions, and using actions on the grid.
Grid Moved the Save & Return, Delete, Delete All, Export buttons to the More Actions menu.
Grid Moved the Open Record Detail and Create Related Record actions from the right side of the record to the record level menu.
Grid Wizard, Grid Infrastructure changes to significantly improve performance and enable migration of grids between organizations.
Grid Darkened record error background color.

Bug Fixes

Category Description
Grid Fix issue where picklist values don't get selected.
Grid Handle data with invalid characters.

Version 3.15 - January 2013

New Features and Improvements

Category Description
Grid Number and currency formatting. All numeric fields, including currency and percent, will now appear with locale-based formatting. Organizations that have multi-currency enabled will also see the currency code associated to currency fields.
Grid Help text is now displayed when hovering over column headers.
Grid Instructional text has been added to the Pending Filter Changes section when adding or changing Fast Filters.
Grid Error messaging on save and delete has been simplified.
Setup Guide Tab This tab has been renamed to Getting Started.

Bug Fixes

Category Description
Grid Fix search results on lookup fields that filter on Record Type.
Grid Allow multi-picklist fields to be filtered by $User formulas. See the User Guide for details on filtering by formulas.

Version 3.14 / 3.13.1 - December 2012

Bug Fixes

Category Description
Grid Fix Support Processes when Record Type field is not present on the grid.

Version 3.13 - December 2012

New Features and Improvements

Category Description
Grid Lookup Filters. New grids will automatically pick up lookup filter meta data from your org. To set this up for existing grids navigate to the Grid Wizard, click the Refresh Grid Meta Data link, and launch your grid when done. Read more...
Grid Support for creating Opportunity Line Item Schedules. Read more...
Grid Accept locale-formatted values in numeric and currency fields.
Grid, Grid Wizard General optimization.

Bug Fixes

Category Description
Grid Allow sortable and filterable fields to be sorted and filtered on for Profile and User objects.
Grid (Chrome) Fix jumping caused by clicking into a lookup field that has a value.
Grids tab Fix JS error when clicking down arrow or clicking in search text field.

Version 3.12 - November 2012

New Features and Improvements

Category Description
Grid Fast Filters. When User-Defined Filtering is enabled, you can now quickly define field filters on the grid by clicking the filter icon in the column header. Read more...
Grid Wizard - Grid Creation Support for public custom settings. Read more...
Grid Wizard - Grid Creation Support for the Opportunity Contact Role object.
Grid Enable lookup fields to search with 1 character.
Grid Wizard - Filtering Layout improvements.

Bug Fixes

Category Description
Grid Enabled CSV export to open with comma delimiter regardless of Excel's default delimiter.
Grid Wizard - Filtering Fixed "starts with" operator to work with comma-separated values.
Grids tab, User-Defined Filtering (iPad 2) Fixed iframe scrolling.

Version 3.11 - September 2012

New Features and Improvements

Category Description
Grid Export to CSV. Export all or selected parent records in a grid by clicking the Export button. Enable the Export feature for your grids by going to step 1 of the Grid Wizard and selecting "Enable export" under Data Management options.
Grid Easily make configuration changes while working in a grid by clicking the "configure" link next to the grid title. This link will launch the Grid Wizard, and is available for users who have Grid Wizard access.
Grids Tab The All Grids tab has been renamed to Grids, and will automatically display the first grid for easy access.
Installation Sample grids. When you install this new version of GridBuddy, sample grids for Accounts, Opportunities, Tasks and more, will automatically be created for you. After install, simply click the Grids tab to start using them. Note: sample grids will only be created if you do not have any previously defined grids.
Grid Buttons have been organized so that save/delete/refresh/cancel actions are on the left, and more advanced actions like mass update, filter, export, expand all, are on the right.
Grid Support for English Australian Date and Date Time format.

Bug Fixes

Category Description
Grid Wizard - Field Selection (IE9) Fixed drag and drop for field selection or reordering selected fields.

Version 3.10 - July 2012

New Features and Improvements

Category Description
Grid Support for English New Zealand Date and Date Time format.

Bug Fixes

Category Description
Meta Data Service Provide a chunked meta data response for orgs with picklist and record type meta data that exceeds 32,000 characters.
Meta Data Service Handle error when trying to insert over 200 meta data records.
Meta Data Service Don't display repeat error messages.
Grid Fixed no results returned on Task's Related To lookup field.
Grid Fixed Record Type picklists which were not being filtered if the Record Type came from a managed package.
Grid Don't allow user to mass update the Related To field if the Name is a Lead.
Grid Wizard - Grid Creation Hide loader when clicking on the Manage Folders or All Grids links in the Grid Access section.
All Grids, Grid Wizard, User Guide, Setup Guide Specify tabStyle on GridBuddy pages so tab is highlighted even if sfdc.tabName URL parameter is not present.

Version 3.9 - July 2012

Bug Fixes

Category Description
Grid Fixed issue related to modifying non-Start / End Date Time fields on Event which changes the time values.

Version 3.8 - June 2012

New Features and Improvements

Category Description
Grid Reduce queries run on Save and Delete.

Bug Fixes

Category Description
Grid Fixed issue related to special characters in controlling picklist field displaying the wrong values in dependent fields.

Version 3.6

New Features and Improvements

Category Description
Grid Wizard - Grid Creation "Roll back deleted records on error" option added to specify if you want to roll back a Delete operation if an error occurs. If enabled and an error occurs on the Grid, records that caused the delete to fail are highlighted.

Note: For existing grids this option will not be enabled. If you want to enable roll back on deletes go into the Grid Wizard, select your Grid, enable this option and Save. For new grids, this roll back option will be auto-selected once the Delete or Delete All option is selected.

Read more: Enabling the "Roll back deleted records on error" option, Deleting records in your grids
Grid Wizard - Grid Creation "Created By" and "Last Modified By" information has been added to identify which user created and last modified a particular grid.
Grid Wizard - Grid Creation The "Display as read-only" option is now defaulted to false, allowing new grids to display in edit mode by default if the grid can be edited.
Grid Wizard - Grid Creation "Unlimited Only" text added to premium options on page 1 of the Grid Wizard in GridBuddy Free.

Bug Fixes

Category Description
Grid Fixed error when trying to save Task records that had Record Type and Assigned To fields displayed.

Version 3.5

New Features and Improvements

Category Description
Grid Creates enabled for Account Team Member.
Grid Hide the date widget onload of an editable grid, where the first editable field is a date field.

Bug Fixes

Category Description
Grid Don't display dependent picklist values if controlling picklist has no dependent values defined.
Grid Fix the ability to select and save a lookup value that's a duplicate in the lookup results. A linked ID has been added next to the duplicate results that will open the lookup record in a new window, and enable the user to determine which lookup result to select.

Version 3.3

New Features and Improvements

Category Description
Grid Support for Canadian English Date and Date Time format.
Meta Data Service Increase concurrent scheduled job limit to 25.

Bug Fixes

Category Description
Grid Fix exception caused by user-defined filter in orgs with more than 50 grids.

Version 3.2

Bug Fixes

Category Description
Grid Fix the Related To field on Activity objects to lookup to the specified object.

Version 3.1

Bug Fixes

Category Description
Package Fix install failure in Group and Professional editions that do not have API Access enabled.

Version 3.0

New Features and Improvements

Category Description
Grid Wizard, Manage Folders Unlimited Only Foldering. Organize grids into profile-based folders. You can access the Manage Folders page through the Grid Wizard. Read more...
Grid Dependent and record-type picklists.

New grids will automatically pick up dependent and record type picklist meta data from your org. To set this up for existing grids navigate to the Grid Wizard, click the Refresh Grid Meta Data link, and launch your grid when done. Read more...
Grid Wizard - Field Selection Unlimited Only Increased number of fields per object from 25 to 40.
Grid Optimization, most notably related to picklist, date, datetime, lookup, and textarea fields.
Grid Record multi-selection when deletes or Mass Update are enabled on the grid. Shift + click on the record checkboxes to select or deselect a range of records.
Grid Current date link for date and datetime fields changed to an icon.
Grid Lookup fields in edit mode now show an icon that will open the record when clicked.
Grid Mass Update widget now opens in a wider view and expands child objects by default.

Bug Fixes

Category Description
Grid Round number fields with decimal places.
Grid Handle picklists with 300+ values.
Grid Handle saves on parent and child records where parent has validation rule on roll up summary field.
Grid Reset grid to start at first record after updating user-defined filter criteria.
Grid Fix issue where custom js / css is not picked up by grids containing a hyphen character.
Grid Hide Mass Update button when there are no records on the grid.
Grid Wizard - Filtering Fix issue where field filter's "contains" operator processes blank values incorrectly.
Grid Wizard Remove profile permission dependency on GB User Field and GB User Filter settings for the GridBuddy Free package.

Version 2.11

New Features and Improvements

Category Description
Grid Added support for HTML formula fields, such as images and links.
All Grids tab Ability to search for grids.
Grid Added total number of records at the top of the grid.
Grid Wizard - Filtering Enforce user to select filter field and operator if value is specified.
Grid Wizard General user interface optimization.

Bug Fixes

Category Description
Grid Removed status message on grid after updating user-defined filter criteria.
Grid Hide Mass Update button when refreshing a grid with no records.
Grid Wizard - Grid Creation Display the 3 steps in Wizard header on the Clone screen.
Grid Wizard - Grid Creation Fixed issue where creating a new grid gets filter definitions from another grid.

Version 2.10

New Features and Improvements

Category Description
Grid Support for the Japanese language.

GridBuddy listing on the Japanese AppExchange: http://appexchangejp.salesforce.com/listingDetail?listingId=a0N300000059YM1EAM
Grid Display disabled checkbox for read-only boolean fields instead of Yes/No text.

Version 2.9

Bug Fixes

Category Description
Grid Wizard - Field Selection & Filtering Fix navigation error when org contains duplicate grids.
Grid Wizard - Filtering Hide fields that are not sortable from the Sort By Field sections.

Version 2.8 / 2.7.1

Bug Fixes

Category Description
Grid Fix user-defined sorting behavior on fields that are sorted descending by default.
Grid Fix lookup fields on child records that lookup to the parent to be editable.
Grid Fix different lookups from the same child object not pulling back the right data.
Grid Wizard - Filtering Fix the resultset returned when filtering on numeric fields with a null filter condition (e.g. Opportunity Amount equals null).
Grid Wizard - Filtering Fix edge case with advanced filters on child objects.

Version 2.7

This release introduces GridBuddy Free, a free version of GridBuddy. The paid version of GridBuddy will now be referred to as GridBuddy Unlimited.

New Features and Improvements

Category Description
Grid Unlimited Only User-defined filtering. Dynamically filter data directly from the grid by using the powerful Filter widget. Read more...
Grid Ability to dynamically filter on parent fields, allowing you to see up to 3 levels of related objects from a detail page. Implement this by using the new Grid URL parameters "fpf" and "fpv". See Tips and Tricks for how to set this up.
Grid New "Save & Return" button allows you to save and then return to read-only mode.
Grid Warn user if navigating away and there are unsaved changes.
Grid Highlight modified fields.
Grid Wizard - Grid Creation Enable default display options, such as records per page, launching in edit or read-only mode, and expanding all related records. Read more...

Note: If your grids are opening in read-only mode but you are expecting them to open in Edit mode, ensure that the "Display as read-only option" for that grid is unchecked on page 1 of the Grid Wizard.
Grid Wizard - Grid Creation Make Mass Updates a configurable option.

Note: Mass Updates is enabled by default when creating new grids, but is not enabled on existing grids. Grid administrators will need to enable this option for existing grids in order to use the feature.
Grid Wizard - Filtering Support for sorting the grid by multiple columns. Read more...

Bug Fixes

Category Description
Grid (Internet Explorer) Fix how UTF-8 characters are saved when creating new or editing existing records.
Grid Wizard - Grid Creation Fix error when trying to select a Grid and there are duplicate grids defined.

Version 2.6

New Features and Improvements

Category Description
Grid User-defined sorting. Click on a parent or child header column to dynamically sort by that column. Read more...
Grid Keep child lists expanded if the "Expand All" button has been clicked and other navigation actions have been taken, such as Saving, Refreshing, pagination, etc..
Grid New keyboard shortcuts have been added for quicker navigation: Ctrl + R to Refresh and Ctrl + S to Save. Read more...
Grid Numeric fields are now right-justified. These include integer, double, decimal, currency, and percentage fields.
Grid Grid layout has been updated to reduce whitespace between fields.
Grid A status overlay has been added in place of the status messages next to the action buttons.
Grid Wizard - Field Selection Increased number of fields per object. There is no longer a 10 field maximum for each object on a grid. You can now specify as many fields as you want for a single object as long as you don't exceed 25 total fields for a single grid.
Grid Wizard - Field Selection Instructional text added for the green "+" and red "-" icons.
Grid Wizard - Filtering A "clear" link has been added next to the Advanced Filter Conditions field.

Bug Fixes

Category Description
Grid Fix sorting behavior for fields with null values.
Grid Display Case Status field as required.

Version 2.5 / 2.4.1

New Features and Improvements

Category Description
Grid URL parameter "sbb" has been added to force showing or hiding the Grid's bottom buttons. Read more...

Bug Fixes

Category Description
Grid Fix GB Load Cache custom object population for Grid user tracking.
Grid Fix issue with Opportunity Product where Sales Price was being modified when editing Quantity.

Version 2.4

New Features and Improvements

Category Description
Grid Mass Updates! You can now mass update data for all editable objects on a Grid. This feature is a huge time-saver if you want to update several fields with the same value -- for example, update Opportunity Close Dates and Opportunity Stages and values on Opportunity child records with one click.

To use this feature, simply click the "Mass Update" button which will display a widget where you can specify the fields you wish to mass update. Then apply your changes to all or selected records. Read more...

Note: We're actively working on the ability to mass create and clone records. Stay tuned!
Grid Performance improvements. We've implemented several performance improvements to make the grid load faster. Part of these improvements include the removal of the Visualforce page, GridLoad. If your web tabs and links still reference GridLoad, they will still work. However, for improved performance please change tab and link URLs to reference Grid instead of GridLoad.
Grid When clicking the New icon for a parent object, also show new sections for related objects.
Grid Display Case Comment Body field as required.
Grid Make the current page link not clickable.
Grid Display the required star in read-only mode.
Grid Remove warning popup if over 100 records are modified.
Grid Wizard - Field Selection Performance improvement of drag and drop.

Bug Fixes

Category Description
Grid Fix collection size Salesforce error when including a picklist with more than 1000 values.
Grid Fix filters which are not applied to child grids in edit mode if the field filtering on is not displayed in the Grid.
Grid Wizard - Filtering Fix the URL of the "Tips" link.

Version 2.3 / 2.2.1

New Features and Improvements

Category Description
Grid Enable inline creates for objects which appear as the parent object on the grid and are on the detail side of a master-detail relationship.

Bug Fixes

Category Description
Grid Performance fixes related to how child data is queried and limited.

We've identified some additional issues that may be caused by selecting too much data to be displayed on the grid, and are actively working on fixing these. Read more...

Version 2.2 / 2.1.1

Bug Fixes

Category Description
Grid Show textarea resize handle for related records.

Version 2.1

New Features and Improvements

Category Description
Grid Enable short and long textarea fields to be creatable and editable.
Grid Make fields of type Email, URL, and combo box wider based on content when in edit mode.
Grid Enable inline creates for Case Comment and other objects which previously had required textarea fields. Read more...
Grid Highlight required fields in the row when changing a field.
Grid Wizard - Filtering Use commas, instead of semi-colons, to delimit multiple values in filter criteria.

Note: If you have filters that have multiple values in the criteria please change the value delimiters to a comma. Otherwise your filter criteria will not be applied correctly and the Grid will not display the desired records. Read more...
Grid Wizard - Filtering New dynamic User formulas for field filtering. Read more...
Grid Wizard - Filtering Make error message related to Date / DateTime formula clearer.

Bug Fixes

Category Description
Grid Do not include checkbox fields when creating new records.
Grid Do not show checkbox fields as required.
Grid Show Name fields that are not defaulted to auto-number as required.
Grid Remove icon for opening record detail page for Account Contact Role, Case Contact Role, Contract Contact Role, Event Attendee, Case Comment objects. These objects do not have a standard detail page.
Grid Fix error caused by DateTime field with invalid user-entered format.
Grid Fix error caused by fields that no longer exist in the org.
Grid (IE) Fix first fields not getting saved when inline creating.
Grid Wizard - Grid Creation Allow for Grids that are defined with a parent object that no longer exists in the org to be deleted.
Grid Wizard - Field Selection Fix error caused by fields that are added to the selected list, removed from the selected list, and added again to the selected list.
Grid Wizard - Field Selection Don't show (Converted) Lead object under Opportunity and Contact.
Grid Wizard - Filtering Fix error caused by missing Order By field or direction.

Version 2.0

New Features and Improvements

Category Description
Grid Mass creates. You can now define grids that enable users to inline create records. Create multiple parent and related child records at the same time by clicking the "New" icon and click Save once.

Read more: Enabling creates for your grids, Creating new records in your grids
Grid Support for Activities. The Task and Event objects can now be added to your Grids using page 2 of the Grid Wizard.
Grid Display Grids as related lists in standard Salesforce record detail pages. See Tips and Tricks for how to set this up.
Grid URL parameter "ea" has been added for expanding all records by default. Read more...
Grid Link read-only lookup values to their record detail page.
Grid The word "Grid" has been removed from Grid titles.
Grid Wizard - Grid Creation "Enable creates" option added to specify if you want to inline create records on the Grid.
Grid Wizard - Grid Creation "Roll back saved records on error" option added to specify if you want to roll back a Save operation if an error occurs. If enabled and an error occurs on the Grid, unsaved records are highlighted.

Read more: Enabling the roll back option, Saving records in your grids
Grid Wizard - Grid Creation When creating a new grid the "creatable", "editable", and "show header" options are selected by default.
Grid Wizard - Filtering Specify dynamic Date, DateTime, and User formula criteria in field filters. Read more...
Grid Wizard - Filtering Filter parent results by related object results. Read more...
Grid Wizard - Filtering Allow multiple criteria with CONTAINS/DOES NOT CONTAINS operators.

Bug Fixes

Category Description
Grid Deleting in read-only mode now refreshes back to read-only mode instead of edit mode.
Grid Line Item Schedule as child object now displays a valid Line Item Name.
Grid Wizard - Field Selection, and Filtering Fix alphabetical display of fields.
Grid Wizard - Grid Creation Changing the parent object and clicking Cancel on the popup now updates the object checkbox options.
Grid Wizard - Field Selection Converted Leads under Account are no longer allowed on the grid.
Grid Wizard - Filtering Date/DateTime now saves properly, and does not change by 12 hours.
Grid Wizard - Filtering Only support valid operators for multi-select picklists.

Version 1.17

New Features and Improvements

Category Description
Grid Mass deletes. You can now define grids that enable users to select many records on one page, or all records in a grid result set, and delete them with a button click.

Read more: Enabling deletes for your grids, Deleting records in your grids
Grid A success message is displayed after successfully saving or deleting records.
Grid A message is displayed if the user clicks "Save" or "Delete" and there are no changes to save or records to delete.
Grid Disable buttons when processing a request.
Grid Wizard - Grid Creation Clone a grid. Hit the Clone button on page 1 to copy a grid definition. Read more...
Grid Wizard - Grid Creation Display help text for options on page 1.
Grid Wizard Hide sidebar on all Grid Wizard pages.

Bug Fixes

Category Description
Grid Wizard - Grid Creation Allow Grid name to begin with a number.

Version 1.15

New Features and Improvements

Category Description
Grid Long text fields now show a "more" link if there's more text, and clicking on it will display the full text in a popup.
Grid Text fields are now wider based on the content.
Grid Current date/time link has been added next to date/time fields, allowing you to select the current date/time without having to type the date or open the calendar and navigate to the current date.
Grid Date fields are shortened.

Bug Fixes

Category Description
Grid Fixed sort on reference fields.
Grid Fixed error when filtering by owner on the detail object of a master-detail relationship.
All Grids Tab Clicking the icon to open the record detail in the current window now opens in the main window instead of within the All Grids tab.

Version 1.14

New Features and Improvements

Category Description
All Grids Tab We've added an "All Grids" tab that allows you to load any grid you have defined by choosing its name from a picklist. The All Grids tab is a standard Visualforce tab, so it can also be added to any application in Salesforce.

To see this tab after upgrading go to your Profile settings, select "Default On" under Custom Tab Settings, and Save. You may also need to update your personal tab settings to add the All Grids tab. Read more...
Grid Wizard Added field and object limits to instructional text on page 2.

Bug Fixes

Category Description
Grid (Chrome) Fixed error for textareas containing tab characters.
Grid Fixed error caused by retrieving child records when there are no parent records to display.

Version 1.13 / 1.12.1

Bug Fixes

Category Description
Grid Fixed exception when there are more than 10,000 child records to display.
Grid Wizard - Grid Creation Allow for multiple objects with the same label to be displayed in the Parent Object drop-down list on page 1.

Version 1.12

New Features and Improvements

Category Description
Grid Lookup fields are now editable in the grid. Mass edit record owner references and parent references in lookup relationships.
Grid ID values are now linked, and will open the associated record in a new window.
Grid Wizard - Filtering Records can be filtered by lookup fields. For example, you can filter Opportunity records by particular Owners.

Bug Fixes

Category Description
Grid Child record limits set in the Grid Wizard are now applied correctly on the grid, showing the specified maximum number of child records per parent record. Previously the child record limit was being applied to the entire grid.
Grid Clicking Save will now save and refresh the grid, re-evaluating the grid filter conditions. Similarly, clicking Cancel will change the grid to read-only mode and refresh the grid data. Without refreshing the grid could still display records which do not match the filter conditions.
Grid The grid for a User object now displays correctly when reference fields, such as Call Center, are included.
Grid Wizard - Filtering Ability to filter by null Date, DateTime and picklist fields.