GridBuddy Grid Management

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 li...

Button Description Save Saves changes on the current page. Next Saves changes and takes you to the next page. Back Saves changes and takes you to the previous page. Refresh Refreshes the page without saving changes. Delete Allows you ...

Step 1 of the Grid Wizard lets you name a Grid, choose the Grid parent object, specify data management and display options. Note: changing the Parent Object of an existing grid will delete all the user-defined filter (see User-Defined Filtering) a...

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...

Use Step 3 to filter the data that is shown in your Grid and to order your Grid results. You can apply filter and ordering conditions to each object that you selected fields for in Step 2. No more than 5,000 parent records can be retrieved for a s...

As of GridBuddy version 3.19, Grids can be migrated between organizations by simply exporting records from the GBLite__GridBuddySettings__c custom object from one organization, and importing these records into the GBLite__GridBuddySettings__c cust...

Organize your grids and set profile access on the Manage Folders page. Only profiles that are assigned to a folder will be able to access the folder and its grids through the Grids tab. If a grid is not assigned to a folder, it will be accessible ...

Create custom JavaScript and CSS code on the Manage extensions page. This code can then be added to individual grids, or added to all grids globally. Create New Extensions Click the New button at the top of the page. In the Extension Details secti...

As of GridBuddy version 5.4, usage tracking is available by default. View the GridBuddy Usage dashboard to see analytics on grid usage in your organization. The GridBuddy Usage dashboard can be found within the GridBuddy Usage Dashboards folder. A...

Create custom Themes on the Manage Custom Themes page. Themes can then be added to individual grids, or added to all grids globally. A theme is a selection of grid elements with their colors defined to match corporate branding or color preferences...

Actions are processes that run against your Salesforce data. They can also be links to other Salesforce pages, GridBuddy grids, or external URLs or processes. Common examples of standard Salesforce actions are “Convert Lead”, “Close Case”, Chatter...

GridBuddy supports fields of the following types to appear on the Grid:  Boolean Combobox Currency Date Date Time Double Email ID Integer Multi Picklist Percent Phone Picklist Reference String Textarea – rich text will display as plain text in ed...

GridBuddy supports all custom objects and external objects in addition to the following standard objects:  Account Account Contact Role Account Feed Account Partner – read-only, not creatable, not deletable Account Team Member Approval – read-onl...