Grid - Interactive Filters

GridMate - Interactive Filters, a feature provided by GridMate, offer users an authentic spreadsheet-like experience within the Salesforce platform. These advanced filters not only facilitate time savings but also enhance usability, allowing for more efficient data filtering. When this option is enabled, the user will be able to filter by a set of values or by condition like on a spreadsheet.

To build the list of values for each column, we load up to 5000 records behind the scene.

Enable Interactive Filters

To enable Interactive Filters for smart grids (GM - RelatedList Grid, GM - FieldSet Grid, GM - ListView Grid), edit the Lightning page in the App Builder, select the Grid and check "Enable Interactive Filters.

To enable Interactive Filters for User Grids, enable the feature at the Org level though the DataGrid Settings.

Even if the Interactive Filters are not enabled at the Org level, the option can be enabled at the Grid level from Advanced tab.

The setup, on the Grid level, allows the Grid Owner to override the behavior (Enable/Disable).

Pagination

Enable Pagination and Enable Interactive Filters can be used together. When both are on, the header shows the range and count of the filtered records, and Previous / Next page through them. With pagination off, the grid keeps its infinite scroll.

This applies to GM - FieldSet Grid, GM - RelatedList Grid, GM - ListView Grid and User Grids. For User Grids, enable both options in the DataGrid Settings or per grid from the Advanced tab.

Interactive filters work on the records loaded in memory (up to 5,000), so the record count reflects the filtered records within that set.

Grid - Interactive Filters Setup

Once you have enabled the Interactive Filters option, you can start creating filters. The video below is a step-by-step tutorial to learn how to use the Interactive Filters on a GM - ListView Grid👇.

Interactive Filters