In “New / Edit” mode, users can create new records for objects on the grid if:
- “Create” was checked on the first page of the Grid Wizard.
- The user’s profile permissions allow for the creation of new records for that object.
- “Create” was not unchecked in the Object Level Settings popup for that object on the second page of the Grid Wizard.
- The object is not a cross-referenced child setup through a lookup field on page 2 of the Grid Wizard.
If all the above conditions are satisfied, the New button will appear under the grid name in the grid header. Click this link for as many new rows as you want to create for that object. You will see new rows appear under the object header highlighted in orange. If you did not include all required fields for that object in the Grid, GridBuddy will append the remaining required fields to the end of the row so you can include values for them to save successfully.
Enter the data for the new rows. If you include a value for at least one field in a new row, GridBuddy will not allow you to save the record unless you fill in all the required fields. If you leave all the fields in a new row blank, they will be ignored when you hit the Save button. If you want to exclude a new row you created from the Save operation, simply click the minus sign on the left side of the row.
GridBuddy will do its best to pre-populate fields in new rows with default values if default values are defined. This includes fields with the following field types: checkbox, currency, date, date time, email, number, percent, phone, picklist, multi picklist, text, text area, text area (long), and URL. However, there are known Salesforce limitations that prevent GridBuddy from showing default values in all cases. Default values are not pre-populated for picklists that have “Restrict picklist to the values defined in the value set” checked.
To create child rows under a parent record, first expand the child section for the parent record. A section will appear for all creatable child objects defined on the Grid. Each child object name in the child object section will have a New link next to it. Follow the instructions above to create new children with the New link.
Note, you can also edit existing records on a Grid at the same time you create new records.