GridBuddy Cloud 4.1 Release Notes - July 2020

Grid, Grid Wizard

• Support for configuring Manager filter options on Grid Wizard page 3:

  1. There’s a new Record Ownership option called Manager’s Records. When selected, the grid will display records where the current user is the record Owner’s Manager. The Manager is specified in Setup under the User detail.
  2. There’s a new Filter by Field option called Owner.Manager, which supports literal and dynamic formula values. See the Filter by Formula  section in the User Guide for supported formulas.

Datasource

• Auto-creates ReadyGrids for Salesforce Datasource. When configuring Salesforce Datasource. The grids created are –

  • Validity Account Management

  • Validity Campaign Management

  • Validity Case Management

  • Validity Contact Management

  • Validity Lead Management

  • Validity Pipeline Management

  • Validity Profile Management

  • Validity User Management

  • Validity Task Management – Salesforce
    Please contact support@validity.com to get more information on ReadyGrids.