Using Grids

The Reorder/Hide Columns link will appear in the More menu at the top of the Grid if this option was specified on the first page of the Grid Wizard. To reorder grid columns, click the link to open the widget and drag and drop the column names wit...

If you have a grid configured with cross-referenced objects, there’s a possibility that one or more child records will match multiple parent records. In this case, GridBuddy Connect will show the relevant records under each parent record, duplicat...

When “Users can define their own filter conditions” option is selected on page 1, Configuration, of the Grid Wizard, this enables several filter options for grid users: the Filter Widget, Field Actions, and Quick Filters. Each of these filter opti...

If the Mass Update option is selected on page 1 of the Grid Wizard,  the Mass Update button will appear on the grid. Click the Mass Update button to open the mass update widget which will enable you to specify a value for a field on any object o...

In “New / Edit” mode, users can create new records for objects on the grid if: “Create” was checked on the first page of the Grid Wizard. “Create” was not unchecked in the ObjectProperties popup for that object on the second page of the Grid Wiza...

In order for GridBuddy Connect grids to show up correctly in Google Chrome, the “third-party cookies and site data” option must be enabled. Under Google Chrome settings, click Show Advanced Settings, and under Privacy, click on Content Settings. M...

Easily make configuration changes while working in a grid by clicking the “Edit Settings”, “Edit Fields”, or “Edit Admin Filters” links under the “More” button. These links will launch the Grid Wizard, and is available for users who have Grid Wiza...

If the Grid contains child objects, child object records will be displayed under the parent object record. If child data does not exist for a particular parent record, the child object section will be displayed and the text, “No records found,” wi...

Actions appear in three places on the grid: on the record level, in the More menu or as a button. Actions are crated from the Manage Grid->Manage Actions Page and enabled for each grid on the Grid Wizard Select Fields page. Record ActionsActions ...

Grid columns can be resized by hovering over the border of a column header, clicking, and dragging. The column width will be persisted between refreshes.

After you are done creating new/editing existing records, hit the Save button to save and continue editing after save. If the save is successful, you will see a confirmation message when the page refreshes. Any save errors will show at the top of ...

In order to view or edit a Grid, you must access it via: Grid tab from gridbuddyconnect.com URL as outlined in Grid Wizard Configuration page Embedded in another page, for example, using an iframe using the Embed URL from the Grid Wizard Configur...

Select the number of records displayed on each page from the “Account records per page” drop down at the bottom of the grid in the sticky footer. Navigate among pages by using the pagination links at the bottom of the page, or the page number inpu...