GridBuddy Connect - Embedding GridBuddy Connect Grids or tabbed pages

Embed a grid or tabbed page of grids using the GridBuddy Connect Lightning Component. 

1. Create the GridBuddy Connect grid and/or tabbed page first, in the GridBuddy Connect Wizard
2. Navigate to the Salesforce record onto which you want to embed the grid/tabbed page, and click Edit page.
3. Click on the Detail tab to see the tabs on the right side of the page.
4. Add a new tab, choose Custom from the tab name list, and rename it
5. Click your new tab and scroll through the list of available components: You will see a GridBuddy Connect Lightning Component available in Lightning Page Builder.

• This can be used to embed either an individual grid URL or a tabbed page URL from GridBuddy Connect

6. Copy/paste the Embeddable URL from GridBuddy Connect into the Grid URL field (scroll down to see how to find the embedabble URL)

• URL Parameters: 
  • These parameters filter the grid to show only records related to the Salesforce record on which the grid is embedded. FPF = filter parent field, FPV = filter parent value.
  • For example: 
    • On an Account record, if I’ve embedded a Contact grid, my FPF/FPV would be: fpf=AccountId&fpv={recordId}
    • On an Account record, if I’m embedding an Account grid from another connection, my FPF/FPV would be: fpf=Id&fpv={recordId}
  • If you are embedding a single grid, put the filter URL parameters here, in the LEX component.

• If you are embedding a Tabbed Page of grids, you will need to put the URL parameters in GridBuddy Connect > Manage Tabbed Page, but if you are using any FPV other than “recordId”, you must also update the URL Parameters in the lightning component. 
  • For example:
    • “Opportunities” and “contacts” use fpf=AccountId&fpv={recordId} in the Manage Tabbed Page, so they will filter correctly in the lightning component.
    • But “Tasks” “Campaigns” and “Contracts” cannot use recordId as the fpv. Instead, their filter parameters are:
      • Tasks: fpf=WhatId&fpv={Account.Id}
      • Campaign: fpf=Name&fpv={Account.Name}
      • Contracts: fpf=AccountId&fpv={Account.Id}
    • So in the lightning component, I must add these FPVs into the URL parameters: Account.Name={Account.Name}&Account.Id={Account.Id}
• NOTE: Multiple FPVs are separated by the & symbol

7. Save the layout change, and you will see a tabbed page of grids on your record detail page, filtering to only show data related to the detail page you are on.

Embeddable URL

The Embeddable URL for an individual grid can be found in the GridBuddy Connect Wizard > Manage Grids.

1. Click the grid you want to embed
2. Copy the Embeddable URL (this URL strips off the blue GridBuddy Connect header for the embedded grid)

The Embeddable URL for a tabbed page can be found in the GridBuddy Connect Wizard > Manage Tabbed Pages.

1. Click the tabbed page you created.
2. Copy the Embeddable URL (this URL strips off the blue GridBuddy Connect header for the embedded grid)