# Grid - Advanced Configuration The Config. wizard is an admin tool to easily configure smart grids (GM - RelatedList Grid, GM - ListView Grid, GM - FieldSet Grid...). With a set of tabs where each tab has a corresponding component property, the wizard produces the property value through a guided configuration process. {% hint style="info" %} We suggest opening the same page in the edit mode in a second tab and jump between the two tabs. {% endhint %} {% hint style="info" %} Before you begin: * The configuration wizard is not available when the lightning page is being edited in the Lightning App Builder. * The configuration wizard is a runtime component. It’s available only to run from the component quick actions and when the logged user is a GridMate administrator. A GridMate administrator is an admin or a user with GridMate Admin PermissionSet. This PermissionSet is managed by GridMate package. {% endhint %} ## **Custom Icon property** To configure the **Custom Icon** property. 1. Launch the Configuration Wizard by clicking on the **Configure icon**. 2. Select the **Custom Icon** tab. 3. Select the icon required from the list displayed and scroll to the bottom of the **Custom Icon** tab. 4. The string contained in the Custom Icon text box can be used to populate the **Custom Icon** property value of the component. {% embed url="" %} Config wizard - Custom Icon {% endembed %} ## Filter property To configure the **Filter** property. 1. Launch the Configuration Wizard and select the **Filter** tab. 2. Step 1 - Select Filter Fields. From the Available list select the fields which are to be added to the filter, for example, Priority and move them to the Selected list. 3. Step 2 - Define Filter Values. Define the filter values by selecting from the options presented, for example, Priority Equals High 4. Step 3 - Filter Configuration The Filter Configuration dialog displays the **Filter** text as a JSON string. {% embed url="" %} Config wizard - Filter {% endembed %} {% hint style="success" %} Make sure to enable the **enhanced filter builder** in the custom settings to use the filter property effectively. {% endhint %}
{% hint style="info" %} For **date/date time** fields, the value could be custom date/date time or relative (TODAY, THIS\_MONTH...). The config. wizard makes it easy to configure relative date filters. {% endhint %} ## **Sort/Order property** To configure the **Sort/Order** properties. 1. Launch the Configuration Wizard and select the **Sort/Order** tab. 2. Step 1 - Select Sort Fields. From the Available list select the fields which are to be used to sort the data, for example, Priority and move them to the Selected list. Note: Multiple fields can be selected for the sort. 3. Step 2 - Select Sort Order. Define the sort order by selecting from the options presented, for example, Ascending 4. Step 3 - Sort Configuration The Sort Configuration dialog displays the Sort and Order text. These values can be used to populate the **Sort** and **Order** property values of the GridMate component. {% embed url="" %} Config wizard - Sort/Order {% endembed %} ## **Aggregate property** To configure the **Aggregate** property. 1. Launch the Configuration Wizard and select the **Aggregate** tab. 2. Step 1 - Select Aggregation Fields. From the Available list select the field to be aggregated, for example, Employees and move it to the Selected list. Only numeric fields are relevant for aggregations. 3. Step 2 - Define Aggregate Operations. Define the aggregate operations by selecting from the options presented, for example, Sum 4. Step 3 - **Aggregate** Configuration The Aggregate Configuration dialog displays the **Aggregate** text. This value can be used to populate the **Aggregate** property value of the GridMate component. {% embed url="" %} Config wizard - Aggregate {% endembed %} ## **Default Values property** To configure the **Default Values** property. 1. Launch the Configuration Wizard and select the **Default Values** tab. 2. Step 1 - Select Default Fields. From the Available list select the fields to be set with default values, for example, Account Description, Account Name, Account Type, and move them to the Selected list. 3. Step 2 - Define Default Values. Define the default values by selecting from the options presented. 4. Step 3 - Default Values Configuration The Default Values Configuration dialog displays the **Default Values** text. This value can be used to populate the **Default Values** property value of the GridMate component. The Default Values are used to initialize a record when the user tries to create a new record. {% embed url="" %} Config Wiz - Default Values {% endembed %} {% hint style="warning" %} The fields selected for the default values configuration should contain at least all the required fields for the related object. {% endhint %} ## **Actions property** To configure the **Actions** property. This property can be used to make custom actions available for use on the GridMate component. 1. Launch the Configuration Wizard and select the **Actions** tab. 2. Step 1 - Select Mass Actions. From the Available list, select the **Actions** to be made available from the GridMate component, and move them to the Selected list. 3. Step 2 - **Actions** Configuration The Actions Configuration dialog displays the **Actions** text. This value can be used to populate the **Actions** property value of the GridMate component. {% embed url="" %} Config wizard - Actions {% endembed %} {% hint style="info" %} The actions listed in the available column depend on the quick actions configured as part of the related Salesforce object. {% endhint %} ## **Search property** To configure the **Search** properties. 1. Launch the Configuration Wizard and select the **Search** tab. 2. Step 1 - Select **Search** Fields. From the Available list select the fields which are searchable, for example Priority, and move them to the Selected list. Note: Multiple fields can be selected for the search and only text fields (Text, PickList, Phone, Email, URL) are supported. 3. Step 2 - Search Configuration The Search Configuration dialog displays the **Search** The value can be used to populate the **Search** property value of the GridMate component. {% embed url="" %} Config wizard - Search {% endembed %} ## **ReadOnly Fields property** To configure the **ReadOnly** **Fields** properties. 1. Launch the Configuration Wizard and select the **ReadOnly** **Fields** tab. 2. Step 1 - Select **ReadOnly Fields**. From the Available list select the fields which should be readonly, for example, Priority and move them to the Selected list. 3. Step 2 - **ReadOnly** Configuration The ReadOnly Configuration dialog displays the **ReadOnly Fields** The value can be used to populate the **ReadOnly Fields** property value of the GridMate component. {% embed url="" %} Config wizard - Read-Only fields {% endembed %} ## **Hidden Fields property** To configure the **Hidden Fields** properties. 1. Launch the Configuration Wizard and select the **Hidden Fields** tab. 2. Step 1 - Select **Hidden Fields**. From the Available list select the fields to hide when creating a new record, for example Account, and move them to the Selected list. 3. Step 2 - **Hidden Fields** Configuration The Hidden Fields Configuration dialog displays the **Hidden Fields** The value can be used to populate the **Hidden Fields** property value of the GridMate component. {% embed url="" %} Config wiz - **Hidden Fields** {% endembed %} ## **Custom Labels property** To configure the **Custom Labels** property. 1. Launch the Configuration Wizard and select the **Custom Labels** tab. 2. Step 1 - Select Fields. From the Available list select the field to be renamed. 3. Step 2 - Define Labels. Define the label for each selected field. 4. Step 3 - **Custom Labels** Configuration The Custom Labels Configuration dialog displays the **Custom Labels** text. This value can be used to populate the **Custom Labels** property value of the GridMate component. {% embed url="" %} Config wizard - Cunstom Labels {% endembed %} ## **Column Style property** To configure the **Column Style** property. 1. Launch the Configuration Wizard and select the **Column Style** tab. 2. Step 1 - Select Fields. From the Available list select the field to be styled. 3. Step 2 - Define Width. Define the width in pixels for each selected field. 4. Step 3 - Style Configuration The Style Configuration dialog displays the **Column Style** text. This value can be used to populate the **Column Style** property value of the GridMate component. {% embed url="" %} Config wizard - Column Style {% endembed %} ## **Cell Coloring property** To configure the **Cell Coloring** property. 1. Launch the Configuration Wizard and select the **Cell Coloring** tab. 2. Step 1 – Coloring Setup 3. Select the field to color and the color to apply 4. Select the fields to check for the coloring 5. Define the field values to check 6. Click Add **Coloring** to save the coloring 7. Repeat this process for any field to color 8. Step 2 – Coloring Configuration The Coloring Configuration dialog displays the **Cell Coloring** text. This value can be used to populate the **Cell Coloring** property value of the GridMate component. {% embed url="" %} Config wizard - Cell Coloring {% endembed %} ## **Group By property** To configure the **Group By** properties. 1. Launch the Configuration Wizard and select the **Group By** tab. 2. Step 1 - Select **Grouping Fields**. From the Available list select the fields which are to be used to group the data, for example, Priority and move them to the Selected list. 3. Step 2 - **Grouping** Configuration The Group By Configuration dialog displays the **Group By Fields** The value can be used to populate the **Group By** property value of the GridMate component. {% embed url="" %} Config wizard - Group By {% endembed %} ## **Kanban Stages property** To configure the **Kanban Stages** property. 1. Launch the Configuration Wizard and select the **Kanban Stages** tab. 2. Step 1 – Stage Setup 3. Set the name of the stage 4. Select the fields to check for the stage 5. Define the field values to check 6. Click Add **Stage** to save the stage 7. Repeat this process for all the stages 8. Step 2 – Stage Configuration The Stage Configuration dialog displays the **Kanban Stages** text. This value can be used to populate the **Kanban Stages** property value of the GridMate component. {% embed url="" %} Config wizard - Kanban Stages {% endembed %} ## **Formulas property** To configure the **Formulas** property. 1. Launch the Configuration Wizard and select the **Formulas** tab 2. Step 1 – **Formulas** Setup 3. Set the name of the **Formulas** 4. Select the Data Type 5. Choose which fields to use when creating the formula. 6. Define the formula using the fields and functions from the explorer on the left side 7. Click Check Syntax for errors 8. Save the formula 9. Step 2 – **Formulas** Configuration {% embed url="" %} Config wizard - Formulas {% endembed %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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