User Grid - Custom Action

Overview

GridMate allows users to interact with and manipulate data by adding custom actions to the GM User Grid component.

To set the JSON configuration of the action, please refer to Grid - Mass/Record Actions and Grid - Custom Action articles.

Custom Action Setup

In this guide, we walk through an example of setting up the call flow action.

1. Click the gear icon in the top right corner, select Setup, then use the left-hand Quick Find search bar to type Custom Metadata Types.

2. Click Manage Records on the grid action.

1. Click New to create a new custom action.

1. After configuring the action, click Save.

Below is an example of the configuration used for the mass convert call flow action.

{
    "label": "Mass Convert",
    "name": "MassConvert",
    "component": "gmpkg:DataGridCallFlowComponent",
    "attributes": {
        "flowName": "GM_Mass_Lead_Convert",
        "idListParam": "idList",
        "itemListParam": "itemList",
        "autolaunched": false,
        "successMessage": "Leads converted successfully"
    }
}