Use case: Turn a 2 level hierarchical grid into a nested 3 level grid.
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Create a Parent and a Child grid. For example, if you want to see Accounts, with Opportunities, with Opportunity Products, build the following:
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- Parent grid: Account with Opportunity as the child object
- Child grid (single object): Opportunity Product
- Create a CSS extension in Manage Grids>Manage Extensions and apply it to the child grid in Grid Wizard step 1. This extension will hide the grid name, the buttons across the top, and the show and more menus.
/*hide buttons on 3-level child grid */
.r-grid-page-header-filters {display: none!important}
.refresh {display:none;}
.button-bar .new {display: none!important}
.button-bar .save {display: none!important}
.button-bar .refresh {display: none!important}
.button-bar .mass-update {display: none!important}
.r-grid-title {display:none;}
.button-bar .filter {display: none!important}
.button-bar .btn-group {display: none!important}
- Create the 3 level action from Manage Grids > Manage Actions (Screenshot below)
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- Object: opportunity
- Type: single record
- Content Source: URL
- Content: Enter the embeddable URL for the Child grid.
- Append the fpf URL parameter that connects the Opp Product object to the Oppty object, such as ?fpf=OpportunityId.
- Append the FPF with a question mark, as shown in this example.
- ID parameter: fpv
- Put the action onto the parent grid in Grid Wizard step 2
- Launch the grid. When you expand each record to see the Child object, each child object will have an arrow. Expand that to see the third level object.