DataGrid Settings

Overview

DataGrid Settings is a custom settings to control the overall behavior of the grids across the org. This object will evolve by adding more features.

This custom settings is a hierarchy one therefore it could customized for a specific profile/user by the administrator.

Properties

PropertyDescription

CSV Separator

Column when exporting a grid to a CSV file. It could be ',' or ';'

ViewAll Page Size

Page size when ViewAll link is clicked.

Disable Export

Disable records export from any grid including User Grid.

Disable Import

Disable import CSV file from any grid including User Grid.

Disable Copy

Disable copy for any grid including User Grids.

Hide Row #

Disable the row numbering on the grid. When checked, row # column is hidden.

Enable Click To Dial

Check this option to enable click to dial. This option should be activated only if a Dialer is configured for the logged user.

Apply&Save Explorer Filter

When this option ie enable, the user can either just apply the filter from the explorer or apply and save the filter on the grid preferences.

Enhanced Filter Builder

Check this option to use Enhanced Filter Builder. With Enhanced Filter Builder, you can easily create complex logic like and/or junction.

Enable UserGrid Filter

Check this option to enable End User Filters for the User Grids same as Smart Grids.

Enable UserGrid Pagination

Enable this option to have a pagination instead of infinite scrolling. When this options is enabled, the user will be able to navigate through pages and also see the record count.

Export PickList as Label

By default GridMate exports Picklist Fields using API Name. Check this option if you want to export Labels instead of API Names.

Export Date Format

By default GridMate exports Date Fields using ISO format (YYYY-MM-DD). Set the expected format like 'DD/MM/YYYY'. Use $Locale.dateFormat to get the format from the User Settings.

Enable Grid Template

Check this option to enable templates on the Grid Explorer. See Explorer Templates

Mute EndUser Filter

Check this option to mute EndUser Filter maintenance. When checked, the user will not be able to create/edit/delete EndUser Filters.

ByPass Owner Check

When transferring the ownership of record, GridMate will check it the logged user has the right to transfer the record. Check this option to by pass the transfer check. If this option is checked , only the update of the owner is checked.

Enable Grid Security

Check this option to enable field access and action access from a grid. Use the cockpit to setup the access per user or per profile. See Admin Cockpit.

Enable UserGrid Explorer

Enable this option to let end user using the Grid Explorer on a read-only User Grid. The configuration will be stored in separate record without affecting the original User Grid. When this option is enable, the end user can always get back to the original configuration using Reset button.

Enable UserGrid Interactive Filter

Check this option if you want to enable interactive filters. With this option enabled, the user can easily filter the records at the column level either by selecting the values or defining conditions. See Interactive Filters.

Mute Filter Link

Check this option to prevent the user from creating filter link.

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