GridBuddy Mobile Best Practices

This document is a high-level guide about how you can provide your users with the best mobile experience for GridBuddy. Grids can be accessed on any mobile device via the SF1 app or via a browser. Regardless of how grids are accessed, we recommend following the best practices detailed below.

Your end-users should use mobile grids to enter and edit a small amount of data – ie. what they need while they’re on the go. Back at a computer, they can add additional details in a fully configured grid view.

For details on how to configure grids in the SF1 app, please visit the GridBuddy User Guide.

Recommended best practices for mobile grids:

1. Keep it simple
   1. Your mobile-optimized grids should only offer a few input fields so that your end-users can make updates on the go
   2. Avoid horizontal scrolling since screen real estate is limited
   3. Show a maximum of 5-10 records per page
   4. Limit the number of children objects to one or two records each. For example, an Opportunity grid with Tasks as a child could show the most recent 2 tasks associated to each Opportunity.
2. Use the Data Card feature
   1. Use a maximum of 3 primary fields to limit horizontal scrolling in your grid
   2. Put any other necessary fields in the data card
3. Optimize mobile grids with extensions
   1. Use CSS to hide un-used buttons and grid features to keep the grid simple and light
   2. For example, hide the object name at the top of the grid, the ‘more’ button, the ‘show’ button, the action eclipses, etc.
   3. CSS can also be used to vertically align fields
4. The following features are not recommended or supported in mobile grids:
   1. The Grids tab, Column sorting, Batch and Global actions, User Defined Filter widget, Grid Export, the Grid Wizard, mass create, mass update.
   2. Any grid configuration must be done on a desktop grid. For example, adding or removing fields, creating admin filters, or making any other changes to the grid

Example Mobile Grid: Opportunity Pipeline

This is an Opportunity grid. All unnecessary buttons have been hidden. This grid was accessed from the left nav bar in the SF1 app.


The yellow represents a new, unsaved record which uses the Data Card feature. 

The red and yellow colors are conditional formatting, set up in Grid Wizard 2.

Contact Us For Questions and Support: support@validity.com, 1-800-961-8205