GridBuddy Release Notes

Bug Fixes: Fixed an issue where freeze columns would not show the horizontal scroll bar Fixed an issue where lookup filters were not applying for Experience cloud users

Bug Fixes: Fixed an issue where Lookup Filters were not applied in specific scenarios Fixed an issue that would cause a SOQL Error when accessing Grids Fixed an issue where users with Reassign Owner permissions were not being respected

Bug Fixes: Fixed an issue where the Mass Create Button would not display on a grid that had Flat View enabled Fixed an issue that caused Summarized Currency fields to remove decimal places Fixed an issue where custom date/time fields were not upd...

To successfully upgrade to this version, please first upgrade to 9.3.1: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2J000000Ey3a Then 9.5.0: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2J000000AmYiEnhanc...

Enhancements: Removed Buy GridBuddy and User Guide references Bug Fixes: Fixed an issue where changing the month in a Date Quick Filter caused the filter to disappearFixed an issue where the save button didn't work on a three level gridFixed an i...

Bug Fixes: Fixed an issue with horizontal scroll caused by GB 9.2

New Features and Improvements Bug Resolved an accessibility issue in Forecast view Bug Resolved an issue where Duplicate records where shown on the Partner Object Bug Resolved a column alignment issue Bug Resolved an issue when use...

New Features and Improvements Bug Support for Campaign Member when Encryption is enabled on the Lead or Contact Object Bug Fixed an alignment issue when Freeze Columns is enabled Bug Fixed an issue which would inconsistently cause a page un...

New Features and Improvements Category Description Grid Mass Update in Forecast View Grid Update Subtotals and Grand Totals Pre-Save Grid Wizard Added support for the following relative dates in conditional formatting rules: THIS_MONTH ...

New Features and Improvements Category Description Grid Wizard Support for Manufacturing Cloud Object Grid Resolved scroll issue causing header row to disappear Grid Improvements to freeze columns performance Bug Fix for Name lookups on...

New Features and Improvements Category Description Grid Wizard Support for Work.com new standard objects.

New Features and Improvements Category Description Grid General improvements and bug fixes.

New Features and Improvements Category Description Grid Usability improvements to make grids compatible with screen-reading devices.

New Features and Improvements Category Description Grid General improvements and bug fixes.

New Features and Improvements Category Description Grid Usability improvements to make grids compatible with screen-reading devices. Grid Ability to enable Attachments as a related object.

New Features and Improvements Category Description Grid Wizard Ability to configure custom records per page. Grid Ability to hide the error messages on hierarchical and forecast view. Grid Increased the width of “More” overlay in the Edit...

New Features and Improvements Category Description Grid Auto-creates “At Risk Pipeline” ReadyGrids on install – available in the “Validity Trust Assessment” folder in the All Grids tab The grids created are: Org – Sales Pipeline – Next 9...

New Features and Improvements Category Description Grid Dependent picklists support read-only controlling fields.

New Features and Improvements Category Description Grid Conditional formatting can now be setup on Phone/Email fields.

New Features and Improvements Category Description Grid Ability to support create new for the Order Product object. Grid Grid favorites are retained after the browser is closed.

New Features and Improvements Category Description First time installation The out of box grids have been refreshed to include several more grids and folders relevant to Sales, Customer Success, Support, and Marketing Operations roles. The...

New Features and Improvements Category Description App GridBuddy is now available as a Lightning enabled App that’s available through the App Launcher in Lightning Experience. Grid Conditional formatting can now be setup on data card fields...

New Features and Improvements Category Description Grid Ability to favorite grids. Click the star icon on a grid to favorite it. Favorited grids will display under the Favorites folder in the Grids tab.  Grid  Usability improvements on the ...

New Features and Improvements Category Description Grid Support for the Calendar Year format for column grouping on Forecast View. This option is available on Grid Wizard page 3 under Forecast View Options. Grid, Grid Wizard Support for...

New Features and Improvements Category Description Grid Wizard Redesigned the Grid Wizard landing page. Content and actions are now categorized into tiles. New content has also been added: a link to the Usage Dashboard under the Reports tile,...

New Features and Improvements Category Description Grid Support fpf/fpv partial match filtering by using the new fpo (Filter Parent Operator) URL parameter. The only valid value for this parameter is “contains”. For example: /apex/gblite__Gr...

New Features and Improvements Category Description Grid Support for charts on Editable Forecast View. Charts configured on step 2 of the Grid Wizard are now available for both Hierarchical and Editable Forecast Views. Grid, Grid Wizard *Unl...

New Features and Improvements Category Description Grid Enhancements to Editable Forecast View:   Dynamic updates to the Totals column and Grouping summary values for multi currency organizations Ability to undo edited fields Usability impro...

New Features and Improvements Category Description Grids Tab New Lightning component for the Grids tab, including Lightning Console Apps support Grid Enhancements to Editable Forecast View:   Dynamic updates to the Totals column and Groupi...

New Features and Improvements Category Description Grid Enhanced Data Card layout for wide fields Grid Enhancements to Forecast View functionality:   Improved grouping and freeze column interaction Support for column grouping summaries whe...