Based on the Grid configuration, the Grid may open by default in read-only or edit mode. If it’s in read-only mode and the configuration allows for editing, an “Edit” or “New / Edit” button will appear. The user will be able to edit fields based on their profile permissions.
While the Grid is in edit mode, the buttons “Save” and “Read Only” will appear. The “Save & Return” option will appear in the More menu. “Save” saves your changes to the Grid data. “Save & Return” saves your changes and takes you back to the read-only Grid. “Read Only” takes you back to the read-only Grid. “Refresh” refreshes the Grid.
Once you make changes to fields on the grid, the modified fields will show an orange background, and the undo iconNew! will appear next to the field. Clicking the undo icon will revert the field back to its state when the grid loaded. Clicking the undo icon for a record type field will undo also undo all picklists for that record. Similarly, clicking the undo icon for controlling picklists will undo all of its dependent picklists.
The k, m, and b shortcuts are supported for currency and numeric fields to indicate thousands, millions, and billions when editing data. For example, saving 20k in the Opportunity Amount field on a grid will save as 20,000. Shortcuts are not supported in filter criteria.
Lookup Fields and Lookup Filters
For lookup and master-detail fields, GridBuddy displays a selectable list of lookup options when you type a search term in the field’s text box. You can also see lookup results by clicking on the magnifying glass icon in the lookup field, or by hitting the down key within the lookup field, without having to enter a search term.
Lookup results will include fields from your Lookup Dialog Search Layout configured in Salesforce. In the cases when a Salesforce object, for example Price Book Entry, doesn’t support the Lookup Dialog Search Layout, the Search Results Layout will be used instead. GridBuddy does not support the Encrypted or Rich Textarea field types in lookup results. The GridBuddy Meta Data Service needs to be enabled in order for the Search Layout to be used in your grids.
Specify admin-defined search fields in a GB Global Meta record. The above search fields will be applied to all lookup searches where the lookup field points to the Account object.
If you have a lookup filter defined in Salesforce, and the GridBuddy Meta Data Service is enabled, GridBuddy will respect the lookup filter definition except where any of the lookup filter criteria meet the following conditions:
- The Field is an ID or REFERENCE data type and the operator is “starts with”
- The Field is a User, UserRole or Profile object
- The Field is the $Source object, the ValueField is the Lookup object, and the operator is “starts with”, “contains”, or “does not contain”
- The Field is the $Source object, and the Value is populated with a literal value or the ValueField is a field on the User, Profile or UserRole objects
GridBuddy’s lookup filter search behavior does not support the additional search capabilities provided by Salesforce’s enhanced lookups. See Salesforce’s help documentation for more information if you have the enhanced lookup feature enabled.
GridBuddy’s lookup filter search is also not case sensitive.
GridBuddy’s lookup filter search will only compare values against saved values for Lookup objects. If you have a Lookup object defined on a grid and change a field value on that object, it will not affect the lookup filter search behavior until after save. Edited values on the $Source object, however, will be factored into the lookup filter search before save.
Long Text Field States
In edit mode, if a long text field has over 1000 characters, it’s shown in preview mode. In preview mode, only the first 1000 characters are displayed, the field is not editable and a pencil icon is shown to the right of the field. To see the full content of the long text field, click the pencil icon. This will also make the field editable.
When using the mass update feature for long text fields, mass update changes will only apply to long text fields that are not in preview mode. If there are one or more records with one or more long text fields in preview mode that you want to mass update, click the pencil icon to fetch the full values for those long text fields first.
When cloning records, if the row being cloned has a long text field in preview mode, then the cloned row will be cloned with the long text field in preview mode. You can also fetch the full value for long text fields which are in preview mode by clicking the pencil icon to the right of the field. If a long text field is in preview mode and you save that cloned row, the full value (not the truncated value), will still be saved for the cloned row. If a long text field was in preview mode, but has had the full value fetched, then the cloned row would also have the full value loaded for that long text field.
Additionally, long text fields can only be vertically resized on the grid. To horizontally resize a long text field, use the resizable column feature. As you resize a column, the long text field will also be horizontally resized.
In read-only mode, if a long text field has over 255 characters, only the first 255 characters are displayed, and a “More” link is shown after the value. Clicking the “More” link will open a popup that displays the full value for the long text field.
When Data Card is enabled on page 2 of the Grid Wizard for an object, the grid initially only displays the primary fields for the object, and the Data Card fields are not visible. The fields in the Data Card are displayed when the user clicks the Data Card icon in a grid row.
Grid with Data Cards configured for Accounts and Opportunities. The Data Card is open for the first Account and Opportunity on the grid.
If Editable Forecast View is enabled Data Card fields will appear in the Detail Panel on the grid. Detail Panel also gives users an expanded view of long text fields (i.e. textareas). To open Detail Panel, a user should click on the ellipsis icon in a record on Editable Forecast View, and then click the “Open detail panel” action. Once the Detail Panel is open, users can hover over to other records and click on them, to quickly open the Detail Panel for another record.
If there are charts configured for the grid a chart icon will appear at the top right of the grid. Click the chart icon to view the charts. Click the chart icon again to collapse the charts. Charts will update in real-time when you make updates to the charted fields. In the case when the grid returns no parent object records, the charts will not be displayed. The number of categories displayed on the X-Axis is limited to 250, similar to Salesforce reports.
Grid of Accounts and Opportunities with a donut chart showing Opportunity Amount by Account.