GridBuddy Connect - Manage Grids page

The Manage Grids page allows you to create, edit or delete grids. You can deactivate grids here, as well as make use of other grid-related features.

On the Manage Grid Landing page you can use the following options:

• Manage Grids: A grid is a spreadsheet-style view of your data. 
  • Create a new grid or use the grid list to configure or delete an existing grid.
• Manage Extensions: Extensions extend the look and feel or functionality of all or specific grids.
  • Create, update and delete extensions for your grids.
  • Note: The JS language is JReact.
• Manage Actions: Actions are processes that run against your data. They can also be links to records, for example, in Salesforce pages, GridBuddy Connect grids, or external URLs or processes.
  • Create, update and delete actions. 
• Manage Tabbed Pages: Allows you to put grids together in a tabbed page which can be  embedded onto a Salesforce record or onto a full page Salesforce tab.
  • Create, update and delete tabbed pages.
• Import List Views: Allows you to import a Salesforce list view into a GridBuddy Connect grid.
  • This feature is only available when using a Salesforce connection.
  • Select your Salesforce connection, object, and import your list view.
• Import Related Lists: Allows you to replace the Related Salesforce objects with a tabbed page of fully editable grids.
  • This feature is only available when using a Salesforce connection.
  • Select your Salesforce connection, object, layouts, and generate your tabbed page.
• Feature Request Portal:
  • Click the link to request a GridBuddy Connect feature and review which features are planned, in development, released, or currently not on the product roadmap.
  • Be sure to include your business use case when submitting a feature request.
• Help Center: Access GridBuddy Connect help resources, including product documentation and on-demand instructional videos.

Deactivate/Reactivate Grids

To deactivate/reactivate grids a user must be logged in as an Admin or Standard user.

Deactivate Grids

1. Select Manage Grids from the top menu
2. Select one or multiple grids to deactivate
3. Click Deactivate
4. Confirm that you would like to deactivate
5. Observe the status change to ‘Inactive’

Note – If selected grids have different status (some of them are already inactive), only currently active grids will be deactivated. Once a grid is deactivated it will not appear under the “Grids” tab and will not be accessible to users with the Grid User role.

Reactivate Grids

1. Select Manage Grids from the top menu
2. Select one or multiple grids to reactivate
3. Click Reactivate
4. Confirm that you would like to reactivate
5. Observe the status change to ‘Active’

Note – If selected grids have different status (some of them are already active), only currently inactive grids will be reactivated.