Grid Management

Once a Grid has been configured, users can access it from the “Grids” tab or by using the embedded link. Embedded links are used to embed a grid in another page. For example in another web page as an iFrame, in a Salesforce Visualforce page, or in...

The Manage Grids page allows you to create, edit or delete grids and related grid features. On the Manage Grid Landing page you can choose between the following options: Manage Grids: A grid is a spreadsheet-style view of your data.  Create a n...

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.  

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) ...

In Step 2 of the Grid Wizard, you can specify the fields, conditional formatting 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...

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. Filtering: Admin-Defined Filters Multiple filters can be s...

Manage Extensions Create JavaScript and CSS code on the Manage Extensions page from the Manage Grids tab. 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 th...

Actions are processes that run against your data. They can also be links to records, for example, in Salesforce pages, GridBuddy Connect grids, or external URLs or processes. GridBuddy Connect actions are defined on the Manage Actions page, enable...

To deactivate/reactivate grids a user must be logged in as an Admin or Standard user. Deactivate Grids Select “Manage Grids” from the top menu Select one or multiple grids to deactivate Click “Deactivate” Confirm that you would like to deactivate...