If you have a grid configured with cross-referenced objects, there’s a possibility that one or more child records will match multiple parent records. In this case, GridBuddy will show the relevant records under each parent record, duplicating the child records where necessary.
If duplicate child records are present, and the cross-referenced child object was setup using mapped fields on page 2 of the Grid Wizard, then GridBuddy will synchronize the changes you make across any child record that has duplicates. For example, if you have a grid where Contact is the parent, and Lead is the child, and multiple Lead records match multple Contact parent records, then editing one Lead record will automatically show edits for the other duplicated Lead records, where those Lead records appear under other Contact parent records.
Flat Views of Child Records
To make your grids leaner, you can set up flat views. This will bring data from related objects up to the parent level. Flat views are alternatives to the hieracrhical views of child data.
Flat View Unlimited Only
Flat view displays child object fields within the same row as the parent object. For example, you can create a grid of Opportunities and show Opportunity Products within the same row as the Opportunities. If an Opportunity record has multiple Opportunity Product records, then the Opportunity data will be repeated for each child record. Editing a parent record that has duplicates on the grid will propagate the edits to all duplicates. If a parent record does not have any child data, then the cells will be empty in the child object’s columns.
Click the New button at the top of the grid to create a parent record and flat view child record simultaneously. Required fields that are not on the grid will be appended to the end of the new row for parent and flat view child. If you only enter data in parent fields and save, then only a parent record will be saved (i.e. required fields of the child object will be ignored if none of the child fields have data entered in them). Note, create new is not available for “other side of the junction” objects. If an “other side of the junction” object is configured for flat view, and you click the New button at the top of the grid, the cells for the flat view object will be empty.
Use the Reorder/Hide Columns widget to change the order that parent and flat view child fields appear on the grid.
Record level actions for both parent and flat view child will appear in the record actions menu when clicking the ellipsis icon in the parent’s row. Batch actions can be launched for parent or flat view child by checking the checkbox at the end of parent rows.
The following GridBuddy features are disabled when Flat View is enabled for a grid:
- Delete of parent records and flat view child records
- Cloning parent records
You can configure flat view on page 2 of the Grid Wizard. Note: Enabling or disabling flat view will cause all user-defined filters and admin-defined filters of a grid to be deleted. Thus it is recommended to enable flat view prior to creating filters.
Grid of Opportunities and Opportunity Products configured for flat view. Opportunity data and Opportunity Product data are shown in the same row. Opportunity data is duplicated if an Opportunity has multiple Opportunity Products. Opportunities that don’t have Opportunity Products show blank cells in the Opportunity Product columns.
Editable Related Columns
Editable related columns display child object data within parent rows. With this feature, you can see all your Account information and a list of the related Opportunities’ names in the same row. The Opportunities will appear as a comma separated list in a single grid cell. The field displayed in the cell is the first field chosen for the child object on page 2 of the Grid Wizard. Clicking on this cell will open a gridlet that shows all the fields for the child object. Note, creating new records, and cloning existing ones, should be done from the main related list, and not the gridlet.
You can configure editable related columns on page 2 of the Grid Wizard. Note, when exporting grid data, the editable related column does not appear in the exported file.
Grid of Accounts showing Editable Related Columns of Contacts and Opportunities. A gridlet is open showing University of Arizona’s Opportunities.