In Step 2 of the Grid Wizard, you can specify the fields, chart, and actions that should display on the grid.
In the Select Fields section, the Choose an Object section shows you the parent object for the Grid and its related child objects. Newly created grids will automatically add the Name (or similar) field to your grid, which will be displayed in the Selected Fields section.
- Search for objects using the search box at the top of the Choose an Object section.
- Click an object name to see its fields in the Choose Fields section.
- Search for fields using the search box at the top of the Choose Fields section.
- Select fields in the Choose Fields section by clicking the green “+” icon next to the field name. Added fields will appear in the Selected Fields section.
- Deselect fields by clicking the red “-” icon next to the field name in the Selected Fields section.
- Order fields by dragging them within the Selected Fields section.
- Click the Show field API names link to see API names next to the field labels. Click Hide field API names to hide the API names.
Your Grid can have a maximum of 4 child objects. Select unlimited fields (add Unlimited Only superscript). Grid performance may be affected for grids with over 40 fields. See the Data Limit Exceeded Errors section if you encounter errors after adding more than 40 fields. Grids cannot be saved or launched if no fields are selected. At least one parent object field must always be selected.
Note: adding or removing a child object on an existing grid will delete all the user-defined filter (see User-Defined Filtering) and column settings (see User-defined columns).
Object Cross-Referencing Unlimited Only
Cross-reference data from objects that don’t have a relationship on the Salesforce schema level. When this feature is enabled in your org, you will see:
- A section named Additional Objects in the Select Fields section – this lists all GridBuddy-compatible objects available in your organization, and they may or may not be related the parent object.
- A blue arrow “>” icon next to applicable lookup fields in the Choose Fields section.
Indirectly related objects can be associated in GridBuddy in 2 ways:
- Map the objects to a common field. For example, setup a grid of Contacts and Leads, matching the Lead records by their Email field to the Contact’s Email field. The Contact and Lead objects are not natively connected in Salesforce, but through Object Cross-Referencing users can work with them together.
- Choose an object from the Additional Objects section in the first pane.
- Choose the fields for the grid.
- A new section for that object will appear in the Selected Fields section along with a mapping widget, where you specify the fields that map the parent to this object. The mapped fields should be of similar data types. See the list of compatible mapping data types below.
- Page 2 of the Grid Wizard showing a grid with Contact as the parent object and Lead as a child. If a Lead has the same email address as a Contact the Lead will display as related to that Contact on this grid.To set this up:
- Use a lookup field on a related object to traverse to the object on the other side. For example, setup a grid of Campaigns with Contacts and Leads that are associated through the related Campaign Member object.
Page 2 of the Grid Wizard showing a grid with Campaign as the parent object and Contact and Lead as a children. If a Campaign has related Campaign Members, either the Contact or Lead related to those Campaign Members will display as related to the Campaign on this grid.To set this up:
- The field is for an object that is directly related to the parent object of the grid, and the object is not Task or Event.
- The data type of the field is Reference.
- The field is not Record Type.
- The field only has a single reference-to object (e.g. Case Owner looks up to two reference-to objects, and thus does not show the arrow icon).
- The field is not a recursive relationship field (e.g. the Parent Case field on the Case object is a recursive relationship, and thus does not show the arrow icon).
- The field does not point to the User object.
- Choose a related object from the Related section in the first pane.
- In the Choose Fields section, find the lookup field that you want to see the other side of, it should have a blue arrow icon.
- Click the blue arrow icon, the pane will be refreshed to show fields from the underlying object.
- Choose the fields for the grid.
- A new section for that object will appear in the Selected Fields section, and the path for how that object got selected will appear next to the object name in gray.
Supported Object Cross-Reference Data Types for Mapping Fields
|Supported Data Type||Compatible Data Types|
|Combobox||Combobox, Email, Phone, Picklist, String, URL|
|Combobox, Email, Phone, Picklist, String, URL|
|Phone||Combobox, Email, Phone, Picklist, String, URL|
|Picklist||Combobox, Email, Phone, Picklist, String, URL|
|String||Combobox, Email, Phone, Picklist, String, URL, ID, Reference|
|URL||Combobox, Email, Phone, Picklist, String, URL|
|ID||ID, Reference, String|
|Reference||ID, Reference, String|
NOTE: for objects with large data sets, further and more specific grid filtering and sorting may be needed to achieve desired result set.
Object Cross-Referencing Opportunities and Line Item Schedules
When Opportunity is the parent object of a grid, it is possible to configure Line Item Schedule (OpportunityLineItemSchedule) as a child object using the “Map the objects to a common field” technique described above.
When clicking the Line Item Schedule object in the Additional Objects section to view its fields, you will see the Opportunity ID field in the Choose Fields section. This Opportunity ID is the ID of the Opportunity associated to a Line Item Schedule’s parent Opportunity Product (OpportunityLineItem). This Opportunity ID field is not in the Salesforce schema. Use this Opportunity ID field to map to the ID field of the Opportunity object.
Page 2 of the Grid Wizard showing a grid with Opportunity as the parent object and Line Item Schedule as a child. Line Item Schedules will display as related to Opportunities on this grid if the Opportunity has Opportunity Products with schedules established.
Object Level Settings
You can customize create, edit, and delete settings for individual objects on the grid. To access these settings, click the ellipsis icon next to the object’s name. Each of the following fields is customizable as long as it is enabled for the entire grid on Step 1 of the Grid Wizard:
|The Object Level Settings widget open for the Contact object on page 2 of the Grid Wizard.|
You can customize how a field appears on the grid by defining the following field properties: label, read-only, required, quick filter, column width, and summary type. To access custom field properties, click the ellipsis icon to the right of the field name. This will open a dialog box with custom field properties:
Quick Filter Options and Default Filter Operators by Data Type
The Field Properties widget open for the Opportunity Amount field on page 2 of the Grid Wizard.
Data Cards Unlimited Only
Enable the Data Card feature to configure Primary Fields, which always appear on grids, and Data Card Fields, which are hidden initially, and accessible by clicking the Data Card icon in a grid row. To enable this feature, click the Data Card icon next to an object’s label. When the Data Card feature is enabled, the icon color turns blue and you will see the Primary Fields and Data Card Fields sections appear within the fields list.
Drag and drop to move a field from the Primary Fields section to the Data Card Fields section. Note that one primary field is required for all objects.
When enabling Data Cards, the first seven fields stay in the Primary Fields list, and the others are automatically moved to the Data Card Fields section. When selecting additional fields, if there are already seven fields in the Primary Fields section, then the additional fields will be added to the Data Card Fields section. If there are no fields in the Data Card Fields section, you’ll see a section for the user to drag fields into.
If Editable Forecast View is enabled Data Card fields will appear in the Detail Panel on the grid. To disable Data Cards, click the Data Card icon again. This will move all fields back into the primary list.
See how Data Cards look in a grid under the Data Card section.
Note, Column Width and Summary Type in the Field Properties widget are disabled for Data Card fields.
Data Cards enabled for the Account object on page 2 of the Grid Wizard.
Visualize your grids with configurable charts, that update in real-time as you update your grid data. Charts use data from the grid’s entire result set and can be setup for single and multi-object grids in various sizes. Create a chart from almost any related field on your grid. A common chart use case is seeing Opportunity Amounts by Stage (specify Stage as the X-Axis field, and Amount as the Y-Axis field). Available chart options:
- Title: This will be displayed in the chart header.
- Type: Options are bar, line, donut.
- Size: Options are extra small, small, medium, large. These sizes roughly correspond to Salesforce’s report charts.
- X-Axis: A category field whose values will be appear on the horizontal axis, for example Opportunity Stage.
- Y-Axis: A numeric field or record count whose values will appear on the vertical axis, for example Opportunity Amount, for example. You can choose a text field for this axis, but the values have to be numeric otherwise they’ll be treated as 0.
- Group By: Optional, a secondary category field that will group the X-Axis values. For example, if the chart is configured to show Opportunity Amount by Sales Rep, you can group by Stage to see the breakdown of each Sales Rep’s pipeline.
- Show Labels: Optional, display value labels above the data points automatically instead of on hover.
Restrictions and known behaviors:
- If the Y-Axis chart field is on the parent object, the X-Axis and Group By chart fields also have to be on the parent object.
- Charts can reference fields from up to 1 child object.
- If both X-Axis and Y-Axis chart fields are on a child object, the Group By field cannot be on a parent object field.
- Charts cannot be configured on cross-referenced objects.
- In multi-currency orgs, if there are records of multiple currencies in a grid, and summaries are enabled, the summary rows may show a different currency than the chart.
Charts can be embedded as standalone components for dashboards or record detail pages, and will launch the related grid when clicked.
Click the Embed Chart button to launch the Embed widget, where you can optionally configure the standalone chart to have a different size and type than the default chart. The size and type of the standalone chart do not affect the chart settings that appear on the grid. The chartName attribute is required when a grid has multiple charts configured.
Embedded charts display data using the filters defined on step 3 of the Grid Wizard. If there are multiple admin filters defined, the default filter will be used for the chart. Use the following attributes in the ChartComponent tag within the generated Embedded Chart Visualforce page to further filter the chart data:
1. Filter using an admin-defined filter with the “filter” attribute, specifying the name of the filter prefixed with the “admin_“. For example, if there’s a filter called “Closed Won Opportunities” the “filter” attribute will look like: filter=“admin_Closed Won Opportunities”
2. Filter using a record id with the “recordId” attribute. The object represented by the record id should match the parent object of the grid. For example, if the parent object is Opportunity, then the recordId value should be an Opportunity Id.
- For example: recordId=“0061L00000dCaeC”
3. Filter using fpf/fpv using the appropriate parameters, specifying a string value:
- For example: fpf=“StageName” fpv=“ClosedWon”
Note: Changing the parent object of a grid (on page 1 of the Grid Wizard) will reset any previously configured charts for the grid, and will cause standalone/embedded charts to become invalid.
Create conditional formatting rules to format a field based on a condition. The rules are evaluated real-time, so you’ll see your changes when you update your grid even before you save it. Click the info icon at the top right to see what rules are applied to your grid (see screenshot below). A common use case is to color all Opportunities green if the Amount is over $1,000.
Conditional formatting on the Grid. The metadata panel is open at the right side of the grid showing the conditional formatting rules.
Conditional Formatting rules are configured on page 2 of the Grid Wizard in the Conditional Formatting section.
There are 3 ways to format a field or row:
- Format a field based on its value. For this, select the same field in both field dropdowns.
- Format a field based on another field’s value. To do this, select the field to evaluate in the first dropdown and the field to format in the second dropdown.
- Format an entire row based on a field’s value. To do this, check the “entire row” checkbox.
- Rule name: Give your rule a name that describes the rule.
- Evaluated field: We’ll evaluate this field’s value to see if we need to apply the formatting specified. Supported data types are: Boolean, Currency, Date, Date Time, Double, Formula, Integer, Percent, Picklist, String, Phone, Email and Textarea.
- Operator: Define a logical operator for the evaluation of the selected field.
- Value: We’ll evaluate against this value to determine to apply the rule or not.
- Formatted field: Optional, pick a field to apply the formatting to. The default is the evaluated field, but it can be any other field on the same object.
- Format entire row checkbox: Optional, select this to apply the formatting to the entire row.
- Background color: Optional, pick a color to apply as the background color.
- Text color: Optional, pick a color to apply as the text color.
- Text formatting: Optional, select one or more text formatting options.
- If the Opportunity Amount is greater than 1000 set the background color to green.
- If the Account Rating equals Hot, set the background color to red for the entire row.
- If the Task Due Date is less than a specific date, color the Task Name blue.
When creating a rule on a Date or Date Time field, you can use these relative dates for the value:
Restrictions and known behaviors:
- When defining rules for currency fields, currency symbols should not be added to the value.
In the Select Actions section, select one or more actions you want to enable on the grid. The actions displayed are associated to the objects you have selected and saved in the above Select Fields section. To define actions click the Manage Actions link or button.