When accessing grids from an iPad, whether you’re using standard Salesforce in mobile Safari, or the Salesforce1 app, GridBuddy provides a mobile optimized experience. It has visual changes like larger font size that make GridBuddy more user friendly, as well as some functional differences. When viewing a Grid on a mobile device, you can switch to the desktop version by clicking the “Show Desktop View” link on the bottom of the page.
To provide a better user experience the current version of GridBuddy mobile does not support the following:
- Grids tab
- Column sorting
- The page size is limited to a maximum of 10 parent records
- Batch and Global actions
- Mass Update widget
- User Defined Filter widget
- Grid Export
- Grid Wizard
Grids can be integrated as left nav items or Publisher Actions in Salesforce1:
Access a Grid in the Salesforce1 left nav
- Create a Visualforce page, enabling the “Available for Salesforce mobile apps” option. Copy this code into your new page, replacing “Open Tasks” with the name of your grid. The “sh” parameter ensures the grid displays without the standard Salesforce header:
<apex:pagestandardStylesheets="false"showHeader="false"sidebar="false"><html><head><metahttp-equiv="refresh"content="0;URL=/apex/gblite__Grid?sh=0&gname=Open Tasks"/></head><body></body></html></apex:page>
- Create a Visualforce tab pointing to the page created in step 1.
- To enable the tab in Salesforce1, go to Setup > Apps > Mobile Apps > Salesforce > Salesforce Navigation and add your tab.
- Your new Visualforce tab will now appear in Salesforce1.
Launch a Grid through a Salesforce1 Publisher Action
Salesforce1 Publisher Actions can launch grids within the context of a record detail. You can set up grids to be filtered for the individual record you’re viewing. For example, from an Account page you can access a grid of the Account’s Opportunities. Follow these steps To setup a record detail Publisher Action that launches a Grid:
- Create a Visualforce page, enabling the “Available for Salesforce mobile apps” option. Copy this code into your new page, replacing “Oppties and Products” with the name of your grid.
<apex:page standardController="Account" standardStylesheets="false" showHeader="false" sidebar="false"> <html> <head> <meta http-equiv="refresh" content="0;URL=/apex/gblite__Grid?sh=0&gname=Oppties and Products&fpf=AccountId&fpv={!Account.Id}"/> </head> <body></body> </html></apex:page> |
- Create an Account Publisher Action pointing to the page created in step 1.
- Go to your Account Page Layout, and drag the action you created in step 2 into the Publisher Actions section.
- Your new Publisher Action will now appear in Salesforce1.
