GridBuddy Documentation

You should refresh GridBuddy metadata if you have updated dependent fields, picklist fields, lookup filters, or lookup layouts in Salesforce. This will trigger an API call which will pull these updates to display in the grid. To refresh GridBuddy'...

To establish a private Organization Wide Default sharing model for the GridBuddy objects, configure the following: Create a Sharing Rule on the below listed object by going to Setup → Sharing Settings → Then click New under each object and set t...

Steps to enable ReadyGrids into an existing org:  Download this file Using DemandTools or SFDC import functionality, insert the CSV file into the GridBuddy_Settings__c custom object 18 new ReadyGrids will be inserted and available in the Grids dr...

Steps to enable ReadyGrids into an existing org: Download this file Using DemandTools, dataloader.io, or SFDC import functionality, insert the CSV file into the GridBuddy_Settings__c custom object 18 new ReadyGrids will be inserted and available ...

The 3-level grid extension creates multi-level hierarchies that span farther than a single grid configuration allows. The third-level grid appears beneath the second-level grid, and a single save updates all three levels of grids.     Step 1: Con...

Embed a Grid(s) onto a Record Detail Page (Using GridBuddy Lightning Components)To use GridBuddy Lightning Components, My Domain has to be enabled.Step 1: Create your gridsDecision time: If you want to embed multiple grids in a tabbed format onto ...

Add a Tab for Embedded Grid(s) onto a Record Detail Page (Using GridBuddy Lightning Components)To use GridBuddy Lightning Components, My Domain has to be enabled.  Step 1: Create your grids the way you usually do  Decision time: If you want to emb...

If you want access to all the related objects and records from a record detail page, you can add a tab and embed as many grids as you like into it via the GridBuddy Lightning Components. Note that to use GridBuddy Lightning Components, My Domain ...

Issue: You need to find out which JS and CSS extensions are being actively used, OR you want to find out which of your grids have JS/CSS extensions applied to them.Solution: You can export the GridBuddy_Settings and GB_Global_Meta objects to see w...

This action allows you to attach a file to an individual record from within a grid. Please note that it does not allow you to view the record from the grid after it's been attached; you would need to open that record in Salesforce to view the atta...

Conditional formatting allows administrators to add grid colors based on certain conditions. For example, on an Opportunity grid, the "close date" field could be highlighted red if the date is in the past, or a field could be highlighted in yellow...

Refresh Parent Detail After Embedded Grid Save or Delete  Type: JavaScript  (function refreshParentDetail() { var refreshAfterSave = true, // change to false if you don't want to refresh the parent after save refreshAfterDelete = true, // change t...

Introduction   GridBuddy is a highly configurable application for managing and editing data in Salesforce.com.  Requirements that fall outside of out-of-box behavior can be easily met with GridBuddy’s robust extension capabilities via GridBuddy...

Set a default record type in new records  There are two files required for this to function. Please review the comments at the top of each code file. Modifications are required for this to function correctly.  Type: Javascript /* GLOBAL FILE - DEF...

Hide grid artifacts like Show, Read Only/Edit, Grid Name, etc  Hide the grid name:  Type: CSS  .gridHeaderCell { display: none;} Hide multiple buttons: read-only, mass update, show, grouping, quick filter  Type: CSS .cancelBtn {display:none !impor...

Hide the default filter  No changes needed for this to function.   Type: Javascript  jq(document).ready(function() {   jq('.filterOptions option[value="Default"]').remove() }); 

Rename the default filter   Type whatever name you’d to replace ‘default’ in the filter menu.  Type: Javascript  //Change Default Filter Name to Custom var defaultFilterName = 'My Accounts'; // DO NOT EDIT ANYTHING BELOW THIS LINE jq(function() { ...

Import from Excel/CSV into a single object grid with copy/paste  This requires a CSS and JS file. Both are shown here. Be sure to note the limitations called out in the comment section at the top of each file.   Type: CSS  /* IMPORTANT: This exten...

Set a default picklist value on new records  Customize the object, the field, and the value for this to function correctly in your grid.  Type: Javascript  /** * 1. Defaults the value of a picklist */ jq(document).ready(function(){ if (readOnlyGri...

This is used for custom Ajax requests made from GridBuddy grids.  The contentType must be text/javascript since the Ajax calls use JSONP.  Type: Visualforce <apex:page controller="GridAjaxDelegator" action="{!processRequest}" contentType="text/jav...

Format your data card into sections  Update the sections map at the top for this to function correctly on your grid.  Type: Javascript  /* This creates rows with headers within the data card of the parent AND/OR the child object */GBDataCard = (fu...

Add a button that expands and collapses all data cards in your grid  No changes needed for this extension to function  Type: Javascript  jq( document ).ready(function() {          var openDataCardsButton = "<button class='gbBtn openDataCards' type...

Create a tab that contains single or multiple grids, and add it to a workspace (In Lightning)Step 1: Create your gridsStep 2: Create the tabbed page to contain the grids that you want in your workspaceI. Click the Grid WizardII. Click “Managed Tab...

Hide “View Record Detail” / “Open Record Detail” links  Type: CSS  /* hide view and open record detail actions */#gbActionsMenu li.a-open-same-win, #gbActionsMenu li.a-open {display:none !important;}  a.a-open and a.a-open-same-win are selectors t...

Display conditional fields in the data cards based on Stage  Modify the object name, control field, and displayed fields map for this extension to function on your grid.  Type: Javascript  var objName = 'Opportunity'; var controlField = 'StageName...

This class is used for custom Ajax requests made from GridBuddy grids  Type: Apex public with sharing class GridAjaxDelegator {          public String jsonResponse {get; private set;}          public void processRequest() {         // determine wh...

Embed the Grids Tab onto a Record Detail Page using GridBuddy Lightning ComponentsStep 1: Navigate to the detail page where you’d like to embed your Grids Tab, forexample: The Homepage.Step 2: Embed the GridS Tab onto your detail page     I. Click...

Automatically open data cards when the grid loads  No changes needed for this to function  Type: Javascript  jq(document).ready(function() { jq('span.icon-wrap').click(); }); 

Defaulting Fields with Hard Coded and Dynamic Values  This demonstrates defaulting a text field to a hardcoded value, as well as querying a lookup field value for defaulting another field when creating new records.  Type: JavaScript  /**   * In Ed...

Create a new record within Editable Related Columns  No changes required for this extension to work on your grid.   Type: Javascript  /** Add a New link to the Editable Related Popup. If user clicks the link the new row appears in the popup as wel...