GridBuddy Connect Documentation

GridBuddy Connect automatically triggers a metadata refresh whenever fields or objects are updated on a grid (in Step 2 of the wizard). However, only Salesforce System Admins may successfully refresh GBC metadata, so it is recommended to refresh m...

The Forecast View filter will display the grid data as transposed, with date or picklist values from records as column headers, and the fields you edit stacked vertically. This makes it easier to compare and work with time-series data or data cate...

Who do I contact if I have a GridBuddy Connect problem? Simply email us at support@validity.com.   Where can I submit product feedback about GridBuddy Connect? We’d be happy to hear your feedback. You can get in touch with us at https://www.validi...

If you use Salesforce or Microsoft Dynamics as your CRM and Zendesk for support tickets, you can use cross-object linking to see the account and comments related to a specific ticket, or to see all the tickets filed by an account or a contact. Ins...

A grid can now load a max record limit of 100,000 records per object (not including related objects). Note: If no value is put into the “Set max record limit” field in Define Filters, the grid will default to load 5000 records with a cap of a tota...

Embed a grid into a Microsoft Dynamics 365 form. Create the GridBuddy Connect grid first in the GridBuddy Connect Wizard. Launch your Dynamics environment. At the top right of the window, open the Settings dropdown menu from the gear icon. Then s...

You can search a grid by the current page of results (Page Search) or the entire results set (Results Set Search). As you begin typing in the search box at the top right of your grid, GridBuddy Connect will automatically filter the records on the ...

Tabbed pages of grids are a great way to make the most of your GridBuddy Connect subscription. If you create a tabbed page for each team – one for sales reps, one for support, and so on – they can access all the Dynamics data they need without eve...

In the “GridBuddy Connect” app, search for “Grid” and select the “GridBuddy Connect Grids” Tab. You will see the ReadyGrids and any other grids you’ve created in your GBC org. You can select grids from the dropdown menu and manipulate the data.  

Filter instructions:  Use Manage Grids to open or create the Zendesk grid you want to manipulate, then open the Define Filters page. Select Create New Filter and add a filter name. Set the Filter by Field option for your parent object (Ticket) or...

If you need a single grid to pull data from three production orgs, GridBuddy Connect (GBC) can do it. Set up all the necessary Connections in your GBC org In GridBuddy Connect, click “Manage Grids” Manage Grids Step 1: Click “New” to create a ne...

Admin Filters with GridBuddy Connect  In Step 3 of the Grid Wizard, you can set up filters which will be attached to the grid and available to all users who access this grid. We recommend creating a filter for any view you know your end-users wil...

If you want to include more than ~15 fields in your grid, we recommend enabling the Datacard feature. This allows you to limit the number of columns that appear across the grid and show the remaining fields in a responsive expandable field below e...

Actions can be added to your grids to incorporate additional Salesforce functions, such as ‘Convert’ or ‘Send email’. All GridBuddy Connect Actions must point to a URL. In this example, we will add a button to add attachments to an account Create...

In the “GridBuddy Connect Wizard” tab, you can create grids, extensions, actions or tabbed pages.  Click ‘manage grids’ to create a new grid or edit/clone existing grids Select an existing grid to clone it or modify it Click “new” to create a ne...

On your grid, you can now put your related objects into groups (in addition to your parent objects). Supported fields to group by are:   Boolean Date Email ID Phone Picklist Reference String Text area URL The object’s ID field is not groupable, ...

In Step 2 of the Grid Wizard, you can set up Conditional Formatting rules. These will highlight different fields in your grid based on conditions that you define here. Click “new rule” and give your rule a name Set the field condition. If the fie...

GridBuddy Connect customers should set up a single GridBuddy Connect account. Inside of it, they should add a “Sandbox” connection, a “Production” connection, and a connection for any other orgs they need to build or test grids in. Basically, a co...

In step 3 of the GridBuddy Connect Wizard for this grid, you can set up Admin filters. Admin filters are available to all users of the grid, and you can create filters on the parent object, as well as on the child objects in the grid. Cross Object...

You can add limitations or filters to each field in the grid, which will sit on top of existing Salesforce permissions that already apply to each user.  In Step 2 of the Grid Wizard, click the three horizontal dots to the right of any field you’v...

Mass update is now available in the Forecast View filter. You can select individual records, an entire row, or an entire group (such as all records in Stage="Qualification"). Instructions:  Go to the GridBuddy Connect Wizard tab and select Manage...

If you have built grids in multiple connections, for example in a Sandbox environment and in a Production environment, you can now filter your GridBuddy Connect Grids dropdown menu to only see grids from one desired connection, i.e. Production. In...

Give your users easy access to the columns they want to filter by using Quick Filters. Instructions:  Navigate to the grid you want to modify, and go to Step 2 of the grid wizard (Edit Fields) Click the three dots to the right of the fields your ...

You can use the Import Related Lists feature to generate a series of grids and tabbed pages using any Salesforce object page layout. Instructions:  In Manage Grids, select Import Related Lists on the left navigation bar. Select your Salesforce da...

When defining filters for your grids, you can filter on multiple values for a single operator. For example, to narrow your grid to accounts in Washington and Oregon, you can define a single filter that includes both states. In Manage Grids, open ...

As you edit numeric and currency fields in a grid, GridBuddy Connect updates summary values for your grouped columns dynamically, before you save changes. The grouped subtotal and grand total fields will reflect new values immediately as edits ar...

GridBuddy Connect supports updating Time fields from the Salesforce datasource. However, your grid formats time differently from Salesforce:  In the Salesforce UI, the Time field uses a dropdown list in the h:mm a (12-hour) format. In this forma...