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).
|Name||Specify a name for the grid.|
|Description||The description of the grid.|
|URL||The direct link URL for the grid.|
|Embedded URL||The Embedded URL for the grid – used for embedding into iframes or Apps. Removes header formatting.|
|Connection for parent object||The connection for the parent object as setup under organization settings.|
|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.|
Sets data management permissions.
|Edit||Make this grid editable vs.read-only.|
|Create||Enable inline creates.|
|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.|
|User-defined filtering||Users can define their own filter conditions.|
|User-defined columns||Users can define their own column order and/or hide columns.|
Specify display options that the grid will launch with by default.
|Records per page||The number of parent records per page.|
|Related object options||
will appear in the selected code section for all grids and cannot be removed or reordered.