Pivot Grid - Advanced Settings

Custom Action

We’ve introduced custom action support for Pivot Grids, allowing administrators to configure both global actions and mass actions directly within pivot views.

This enables users to trigger Salesforce Flows or custom actions without leaving the grid.

Flow – Apply Discount %

Below is an example of the Apply Discount % Screen Flow used in this demo.

The Flow includes:

• A Discount Screen, where the user enters the discount percentage

• An Update Records step, which applies the discount to the selected records

Action Configuration

Below is a sample configuration used in this demo:

[
    {
        "label": "Apply Discount %",
        "name": "Apply_Discount",
        "component": "gmpkg:DataGridCallFlowComponent",
        "attributes": {
            "flowName": "Apply_Discount",
            "idListParam": "idList",
            "autolaunched": false
        }
    }
]

Below is a step-by-step tutorial on how to configure these actions 👇

Second X Column

We’ve introduced support for secondary X-axis columns in Pivot Grids, enabling more advanced multi-dimensional analysis through hierarchical grouping.

In this advanced guide, we’ll cover:

• Configuring two X-axis columns to enable multi-level grouping

• Using intermediate aggregations to display summaries between grouped levels

• Hiding the Grand Total to control overall aggregation visibility

• Enabling X-axis header groups to improve structural clarity

Below is a step-by-step tutorial demonstrating how to configure these options 👇

Formulas

Ever wished your grid could do the math for you? With PivotGrid Formulas, it can. Whether you're tracking margins, calculating totals, or applying logic on the fly you define the expression, GridMate delivers the result, right inside your grid. No code, no complex configurations, just pure flexibility at your fingertips.

Below is a step-by-step tutorial on how to configure PivotGrid Formulas 👇