This page is categorized into tiles and you can choose between the following options:
- Grid Management
- Create a New Grid – Click the link to create a new grid.
- Edit a Grid – Use the picklist to select existing grid.
- Manage Actions – Click the link to navigate to the Manage Actions page where you can create, update and delete actions.
- Manage Extensions – Click the link to navigate to the Manage Extensions page where you can create, update and delete extensions for your grids.
- Manage Themes – Click the link to navigate to the Manage Custom Themes page where you can create, update and delete custom themes for your grids.
- Grid Access
- Manage Folders – Click the link to navigate to the Manage Folders page where you can create, update or delete folders, organize your existing grids into folders, and assign folder access to profiles.
- Manage Tabbed Pages – Click the link to navigate to the Manage Tabbed Pages page where you can create, update and delete tabbed pages.
- Global Settings
- GridBuddy Edition
- Allow non-admin users to configure grids – When enabled, the “non-admin” option allows non-admin users to launch the Grid Wizard from a Grid’s “Edit Settings”, “Edit Fields”, and “Edit Admin Filters” links under the “More” button. By default only admin users with “View Setup & Configuration” and “Customize Application” permissions see the”Edit Settings”, “Edit Fields”, and “Edit Admin Filters” links under the “More” button. Like admin users, non-admin users are required to have Grid Wizard access in order to make configuration changes.
- Disable record locking for all grids – When disabled, simultaneous saves do not go through on the grid.
- Grid Meta Data: GridBuddy uses meta data to display dependent and record type picklists, lookup filters, and lookup layouts on grids. When a new grid is created, the meta data is automatically retrieved for it and stored in the “GB Global Meta” custom object. If dependent or record type picklist values, or lookup filters or layouts change in your org, use the Refresh button on the landing page to update the meta data for your grids. You can disable the meta data service by unchecking the Enable Meta Data Service checkbox and you can re-check it at anytime. To ensure this service works:
- API Access must be enabled in your org.
- API Access on the GridBuddy package must be set to Unrestricted.
- The Remote Site named GridBuddy_Meta_Service pointing to https://gridbuddy-meta-service-appbuddy.com must be active.
- Your Profile must have the API Enabled and Modify All Data permissions.
- The setting Lock sessions to the IP address from which they originated must be unchecked under Setup > Security Controls > Session Settings.
NOTE: Salesforce Professional Edition does not allow Metadata API access. This means Professional Edition users will be not able to use this meta data service to display dependent and record type picklists, or lookup filters or layouts. If the Manage Grid Meta Data section is not displayed, and you have grids defined, it means you do not have the Profile permissions required to run the meta data service.
- Reports
- Disable GridBuddy Usage Tracking – When enabled, View Usage Dashboard link will appear.
- Knowledge Base: This tile includes links to our guides, release notes, and contact support information.
