Allows you to delete a Grid configuration; only appears on page 1.
Clone
Allows you to clone a Grid configuration; only appears on page 1.
Manage Folders
Takes you to the Manage Folders page where you can organize grids into folders and manage which profiles have access to folders; only appears on page 1.
Manage Actions
Takes you to the Manage Actions page where you can create, update, and delete grid actions; only appears on page 2.
Manage Tabbed Pages
Takes you to the Manage Tabbed Pages page where you can create, update, and delete tabbed pages; only appears on the landing page.
Manage Extensions Unlimited Only
Takes you to the Manage Extension page where you can create, update, and delete extensions; appears on the landing page and on page 1.
Embed Grid
Opens the Embed Grid widget which can be used to create a grid Visualforce page that can be embedded into record detail pages. This button will only appear on page 1 of the Grid Wizard for grids that are configured with at least one field.
In the widget, there are three steps to follow:
Choose a filter option. The first option will filter the grid by the id of the parent object in context. Use this option if you’d like to add this grid into the record detail page of the grid’s parent object.The second option allows you to filter the grid by any field of the parent object, or any field of the parent object’s parent. The value that you enter can either be a literal value, e.g. “Acme”, or a merge field, e.g. {!Name}. You can specify the object to embed the grid on in case it’s different than the parent object of your grid.For example, if embedding an “Opportunities and Products” grid onto an Account detail, choose the second filter option, specifying the field name as AccountId, field value as {!Id}, and object as Account.Note, if you don’t see the object you want in the drop down, copy the Visualforce code and create your Visualforce page manually. Then enter the object you want in this section: standardController=”[your object’s API name here]”. See the “fpf” and “fpv” URL parameters in the Grid URL Parameters section for more details on how this filtering option works.
Optionally add a tab to your Visualforce page. This sets the stage for adding additional tabs with other grids. Note, additional tabs can be added by editing the Visualforce page after it has been created.
Click the “Create Page” button to automatically create your Visualforce page with your grid embedded in it. Your page will have this naming convention: GBEmbed_[grid name], e.g. GBEmbed_MyOpportunities. Alternatively you can copy the code generated in the widget and create the Visualforce page manually.
Once your page has been created, add the new page onto your object’s page layout. In the page layout editor, specify a height of 525 and no scrollbars for your Visualforce component, and you’re all set!
Launch Grid
Opens the current Grid in a new window. This link only appears when enough Grid information has been defined.
We are excited to announce the latest in customer training for the Everest Platform. Starting June 5, we will begin offering daily, 30-minute training sessions on the core modules of the Everest Platform detailed below. Led by our email experts, each of these short sessions will provide an overview of the module’s capabilities, allowing you to ask questions and ensuring you get the most from your Everest subscription. Whether you are new to Everest, or an experienced user who isn’t taking advantage of all it has to offer and would like to learn more, this training series is for you!
