Introduction to the Grid Wizard
This document will walk through the GridBuddy Grid Wizard (GW) landing page, explaining what can be accomplished in each section. Please refer to our YouTube channel for more in-depth instruction on each individual section of the GW.
The Grid Wizard landing page is the GridBuddy Admin home base. This is where admins can access grids, create new grids, add extensions or actions, refresh the metadata, and much more.
Access to the Grid Wizard landing page can be granted via permission sets or profiles.
Note: The Grid Wizard was redesigned in GridBuddy 7.2. In versions 7.1 and prior, it looked different but the functions were the same.
The Grid Management section of the GW landing page is where all grid-specific tasks can be completed.
- Create a New Grid: This link allows you to build a grid from scratch.
- Edit a Grid: Use the picklist to select an existing grid. Edit it or clone it.
- Manage Actions: Click the link to create or edit Salesforce actions, which can then be applied to individual grids or globally to all grids. Actions are processes that run against your Salesforce data.
- Manage Extensions: This is where you can create or edit extensions (JS or CSS snippets) to extend the power of the out-of-the-box product. This code can then be added to individual grids, or added to all grids globally.
- Manage Themes: This is where you can create or edit themes. A theme is a selection of grid elements with their colors defined to match corporate branding or color preferences. Themes can then be added to individual grids, or added to all grids globally.
Grid Access is where you can manage folders and tabbed pages.
- Manage Folders: This is where you can set up folders and place grids inside of these folders. Only profiles that are assigned to a folder will be able to access the folder and its grids through the Grids tab. If a grid is not assigned to a folder, it will be accessible to every profile in the org.
- Manage Tabbed Pages: Create a tabbed page of grids and Visualforce pages using our point and click configurator. These pages can be embedded in a record detail page, or accessed as full page workspaces.
Global Settings is where you can set a few high level controls
- GridBuddy Edition: This tells you what version of GridBuddy you have purchased
- Allow non-admin users to configure grids: When enabled, the “non-admin” option allows non-admin users to launch the Grid Wizard from a Grid’s “Edit Settings”, “Edit Fields”, and “Edit Admin Filters” links under the “More” button. Like admin users, non-admin users are required to have Grid Wizard access in order to make configuration changes.
- Disable record locking for all grids: When disabled, simultaneous saves do not go through on the grid.
Grid Meta Data
Grid Meta Data is where you can enable or disable the meta data service, as well as refresh it for all of your grids.
- GridBuddy uses meta data to display dependent and record type picklists, lookup filters, and lookup layouts on grids.
- When a new grid is created, the meta data is automatically retrieved for it and stored in the “GB Global Meta” custom object.
- If dependent or record type picklist values, or lookup filters or layouts change in your org, use the Refresh button on the landing page to update the meta data for your grids.
Reports allows you to disable GB usage tracking, or access your usage dashboard. The dashboard shows you views, saves, and edits of your grids as well as your top grid users, to give you an idea of your GB adoption.
The Knowledge Base provides a few quick links to useful resources.
- Getting Started: This guide provides instructions on installing GridBuddy, setting up users and permissions, and other details you’ll need to get started.
- User Guide: The User Guide provides details on every GB feature, how to use it, how to configure it, what is supported/not supported, and more.
- GridBuddy Training 201: The 201 training presentation provides a train-the-trainer template which customers can use for their internal trainings.
- Release Notes: Release notes list each GB release and all new features and updates that have been included in each release.
- Contact Support: This opens an email to email@example.com, our stellar support team.