GridBuddy Connect - Grid Access
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...
GridBuddy Connect - Manage Grids page
The Manage Grids page allows you to create, edit or delete grids. You can deactivate grids here, as well as make use of other grid-related features. The default page for the Manage Grids tab is the Manage Grids page. A grid is a spreadsheet-styl...
GridBuddy Connect - Grid Wizard Buttons and Links
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.
GridBuddy Connect - Step 1: Create Grid Configuration
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) ...
GridBuddy Connect - Step 2: Select Fields & Formatting
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...
GridBuddy Connect - Step 3: Define Grid Filters
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...
GridBuddy Connect - Manage Extensions
GridBuddy Connect - Manage Actions
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...
GridBuddy Connect - Deactivate/Reactivate Grids using the Manage Grids view
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...