Use the “Grids” tab to quickly load any fully defined Grid. GridBuddy comes with sample grids which you’ll be able to access from this tab right after installation is complete. NOTE: At least one field must have been selected on Grid Wizard page 2 in order to show as an option in the picklist on the Grids page. If no grids are fully defined, the picklist will not show, and you will be instructed to go to the Grid Wizard to complete a Grid definition.
Grid Access Through Folders
If you created folders and assigned grids and profiles to them, then the Grids page will only show grids that are in the folders that your profile has access to, as well as grids that are not assigned to a folder. The grids that are not assigned to a folder will show up under the Uncategorized section unless your profile has access to the All Grids system folder, in which case they will appear under the All Grids folder. Click on the down arrow to see the full list of folders and grids that you can access. You can filter the results by typing a grid name into the text field.
The “Grids” tab shows up in the GridBuddy application by default, and it can be added to any application in Salesforce. For example, you may want to add the Grids tab to the “Sales” application of Salesforce. For further instructions, please see “Editing App Properties” in the Salesforce online help.
