Use the field actions widget to freeze columns, filter, mass update, and sort grid data. Open the field actions widget by clicking the gear icon in a field’s column header. When a grid first loads, the gear icons are opaque and inactive until the field actions widget has been initialized, after which they will become more prominent and active.
Use the freeze section to keep columns in view as you scroll horizontally. Click the “Freeze up to this column” link to freeze that column and all of the columns before it. To freeze a different column open the field actions widget for that column and click the “Freeze up to this column” link. To unfreeze columns, click “Unfreeze all columns”.After columns are frozen for a grid, they will be persisted in the browser you used, even if you close and re-open that browser, until you unfreeze columns for that grid.Freeze columns will be automatically disabled when related records or data card sections are shown, and also when creating new records.Resizing columns is not available when freeze columns is enabled. To resize columns, please unfreeze columns, resize any columns you would like, and then freeze columns again.
User-defined filtering must be enabled on page 1 of the Grid Wizard for the filter section to appear in the field actions widget.
Use the filter section to create, edit or remove field filters. When the widget is first opened, the operator will default to “equals” or “contains” depending of the field’s data type. Fields that have an existing filter will show the gear icon in green.
If a field is included in a locked filter condition, the filter section of the field actions widget will be disabled. When locked filters are present, fields in unlocked filters can be updated through Fast Filters, but cannot be cleared. To remove an unlocked field filter use the User-Defined Filter widget.
Fields that are single and multi-picklists, record types, or booleans will have their values accessible by clicking an arrow in the filter value input. You can also begin typing in the input to see matching values.
Specify a filter value then click Apply. Clicking Apply will save the filter immediately and the grid will be refreshed with the new filter applied.
Clicking the Clear button will remove the filter.
Changes made using Fast Filters will overwrite any unsaved changes in the full User-Defined Filter widget. If a Fast Filter is saved when the (Default filter) option is selected, the filter will be saved with the name “My + [grid name]”. If a filter named “My + [grid name]” already exists, it will be overwritten by the new Fast Filter. Similarly, if a Fast Filter is saved when any option prefixed with “(Admin)” is selected, the filter will be saved with the name “My + [admin filter name]”. If a filter with this name already exists, it will be overwritten by the new Fast Filter.
Mass update must be enabled on page 1 of the Grid Wizard for the mass update section to appear in the widget. Use the mass update section to update all records on the grid or selected records using the All and Selected buttons.
For Currency, Date, Date Time, Double, Integer, and Percent field types, an “fx” icon will appear next to those fields. Click the “fx” icon to open the formula mass update popup, which allows you to apply formulas to records that you want mass update.
Click the links in the sort section of the field actions widget to sort your grid data. If a field is already sorted ascending or descending then that link will be disabled in the widget. The sort section will not appear in the widget if a field is not sortable per the Salesforce schema (e.g. Textareas and Multi Picklist are not sortable). Note, the sort condition applied here will be removed if a user specifies a filter condition using the Filter button.