New Features and Improvements
Category | Description |
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Grid, Grid Wizard | Group By. Grids can now be grouped by fields to easily visualize which records have certain values. Groupings are configured on page 3 of the Grid Wizard. Aggregations can also be configured to display within groupings. For example, you can group an Opportunity grid by Account Name and Stage, and show the sum of the Opportunity Amount for each group. Read more about configuring group by fields and aggregations, and groupings on the grid. As part of this enhancement we updated the grid parent and child header colors, and also the hover color when hovering over grid rows. |
Grid, Grid Wizard |
Conditional Formatting.
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Grid | The lookup search now contains a new Exact Match option that enables you to see results matching the exact search keyword instead of a partial keyword. |
Grid Wizard | The breadcrumb steps at the top of the Grid Wizard pages are now linked, so it’s easy to jump to any page of the Grid Wizard from any other Grid Wizard page. |
Grid | Removed the Account Rating, Account Site and Lead Rating fields from the grids created on install. |
Grid | The More menu now opens on hover. |
Grid, Grid Wizard |
Support for new standard objects:
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Manage Actions | Moved the tooltip text for each action field to an info icon next to the field. |
Grid | Moved the record-level “Clone record” action above the “Create related records” action. |