Grid - Advanced Export

Overview

GridMate provides advanced export configuration designed for precision, efficiency, and control. With Export Templates, Predefined Export and Date Formatting, you can ensure every export is tailored to your needs removing unnecessary data, enforcing consistency, and significantly reducing manual overhead.

Export Template

Export Template allows you to specify which columns to export from your grids. Create a template to export only the necessary columns, avoiding unwanted data and manual cleaning.

Below is a step-by-step tutorial to help you configure your Export Template and use it effectively👇.

{
    "columns": [
        "Id",
        "Name",
        "CloseDate",
        "StageName"
    ]
}

Predefined Export

The Predefined Export feature lets you preset export options like file format, record IDs, filters, template, and file name. This saves time and reduces errors.

Below is a step-by-step tutorial to help you configure your Predefined Export and save time during the export process👇.

Below is an example of the Predefined Export.

[
    {
        "name": "gmpkg_export",
        "label": "Export",
        "global": true,
        "component": "gmpkg:DataGridExportComponent",
        "attributes": {
            "format": "xls",
            "withoutRecordId": true,
            "autoSelectTemplate": true,
            "filename": "File Name"
        }
    }
]

Datetime Formatting

GridMate provides Export Date Format customization, allowing users to define custom date-time formats for export grid data. This gives teams flexibility to match exports with reporting standards or regional preferences.

Datetime Format Setup

1. Go to Setup by clicking the gear icon.

2. Search for and open Custom Settings.

3. Manage Data Grid Settings, then click Edit.

4. Scroll to the Export DateTime Format section.

5. Enter a custom format like YYYY-MM-DD HH:MM:SS or set $Locale.datetimeFormat.

6. Click Save to apply the changes.

$Locale.dateFormat uses the user's default date format settings to display dates during export.

Datetime Format Demo

Below is a step by step tutorial how to set and configure the Datetime Format for the export.