> For the complete documentation index, see [llms.txt](https://docs.gridmate.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.gridmate.io/product-tour/grids/user-grid.md).

# User Grid

Create and configure your own grids from the Config Wiz, with filters, grouping, charts and formulas.

As a Salesforce User, GridMate provides a powerful solution with the User Grid component. It offers customizable grids with powerful features:

* Efficient data filtering and sorting,
* Record grouping,
* Layout customization,
* Actions on multiple records,
* Formula field creation,
* Inline Editing
* Import/Export
* ...and much more

This comprehensive tool enhances data management and productivity, empowering users to effectively organize and manipulate their data (Standard/Custom Object), and all this just by configuration!

## Enable User Grid Feature

To enable **User Grid** feature, simply navigate to your account settings and follow these steps:

{% stepper %}
{% step %}

### Open the user details

Go to advanced user details.
{% endstep %}

{% step %}

### Open the permission set assignments

Click on permission set assignments.
{% endstep %}

{% step %}

### Assign the permission set

Select GridMate Advanced User permission set.
{% endstep %}
{% endstepper %}

You are ready to start using the GridMate User Grid and enjoy all its benefits.

<figure><img src="https://4046919449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEsSbGy_U_OhthKUpxu%2Fuploads%2FteP2SnPNHDCPcduLa8Li%2FScreenshot%202023-05-09%20at%2019.24.22.png?alt=media&#x26;token=830375bd-6741-4761-8f2f-ce70c3ff3307" alt=""><figcaption></figcaption></figure>

<figure><img src="https://4046919449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEsSbGy_U_OhthKUpxu%2Fuploads%2F02FPaFcdJQO3nGT6vXfX%2FScreenshot%202023-05-09%20at%2019.24.45.png?alt=media&#x26;token=d5cd3307-1eff-402b-a26c-8ce8e4a0370a" alt=""><figcaption></figcaption></figure>

## User Grid Setup

Once you have enabled the **User Grid** feature, you can start creating your User Grid Component. The following video provides a step-by-step tutorial:point\_down:**.**

{% embed url="<https://youtu.be/kWR2K4wqRFE>" %}
User Grid
{% endembed %}

## Columns Renaming

**Columns Renaming** is a feature giving the ability to easily modify the column labels. The renaming labels is useful when using parent fields or labels are too long to display. Below is a step by step tutorial on how to use the **GM - Columns Renaming** feature👇.

{% embed url="<https://youtu.be/KoBYLKPcbTg>" %}
Column Renaming
{% endembed %}

## Admin Filter

GridMate provides an **Admin Filter** that can be created to limit the scope for a given **User Grid**. When an admin filter is defined, the user will never be able to go beyond that scope. Below is a step by step tutorial on how to use the **Admin Filter** feature �&#xDC47;**.**

{% embed url="<https://youtu.be/BViBshtqItw>" %}
Admin Filter
{% endembed %}

## Grid Explorer

In some scenarios, we want users to customize the configuration without impacting the one made by the grid owner. With the new version, admins can enable **Grid Explorer** for **User Grid**(s) through the **Grid Explorer.**

Read-only users will be able to customize the grid settings including columns, filters, sort and grouping. They can also reset their configuration to the original, using a reset action.

Below is a step by step tutorial on how to enable the **Grid Explorer** for **User Grid**(s) and use the Rest action�&#xDC47;**.**

{% embed url="<https://youtu.be/6aqjTpB1b4s>" %}
Grid Explorer
{% endembed %}

{% hint style="info" %}
The Quick Filter supports **only** the following field types: Boolean, Currency, Double, Integer, Percent, Date, Datetime, Picklist, Multi-Picklist, String, and Reference.
{% endhint %}

## Inline Components

Configuring **Inline Components** is now available through the **Config Wiz.** We can easily create **master-detail** views using both GridMate and custom components. Below is a step by step tutorial on how to configure **Inline Components** 👇.

{% embed url="<https://youtu.be/4ogOIUC0jEI>" %}
Inline Components
{% endembed %}

## Hidden Columns

Configuring **Hidden Columns** is now available through the **Config Wiz.** We can set the **Hidden Columns** from the grid. Below is a step by step tutorial on how to configure the **Hidden Columns** 👇.

{% embed url="<https://youtu.be/mjmsLt4taDE>" %}
Hidden Columns
{% endembed %}

## Default Values

Configuring **Default Values** is now available through the **Config Wiz**. This reduces the risk of errors when creating a new record by providing **Default Values**. Below is a step by step tutorial on how to define **Default Values** 👇.

{% embed url="<https://youtu.be/VRZ1_AYvZFI>" %}
Default Values
{% endembed %}

{% hint style="info" %}
To use the page layout when creating a new record, check ***"Use the page layout when creating a new record"*** checkbox.
{% endhint %}

## Hidden Fields

Configuring **Hidden Fields** is now possible through **Config Wiz,** allowing you to hide **Fields** when creating a new record. Below is a step by step tutorial on how to define **Hidden fields** 👇.

{% embed url="<https://youtu.be/VRZ1_AYvZFI?feature=shared&t=81>" %}
Hidden Fields
{% endembed %}

## Record Actions

Configuring **Record Actions** is now possible through the **Config Wiz**. You can configure custom actions accessible from the record (quick action, custom component, flow). Below is a step by step tutorial on how to define **Record Actions**👇.

{% embed url="<https://youtu.be/aak_BjjptKA>" %}
Record Actions
{% endembed %}

## Object Access

With this new version, you can also switch actions **on** or **off** at the grid level:

* Mass Create
* Mass Clone
* Mass Update
* Mass Delete
* Modal Create
* Modal Edit
* Inline Create
* Inline Edit
* Inline Delete

All actions above are driven from the logged user access (CRUD access). We can override this behavior through the **Config Wiz** by choosing to enable or disable it. Below is a step by step tutorial on how to override them👇.

{% embed url="<https://youtu.be/W5E6ntcZMU8>" %}
Object Access
{% endembed %}

## Grouping

Configuring **Grouping** is now possible through **Config Wiz,** To manage the **Grouping** and the **Level** of grouping. Below is a step by step tutorial on how to use the **Grouping** configuration section👇.

{% embed url="<https://youtu.be/UYdnPEfZFgs>" %}
Grouping
{% endembed %}

## Description

Defining the **Description** is now possible through **Config Wiz.** that allows you to effectively give guidance to end users. Below is a step by step tutorial on how to set the **Description** 👇.

{% embed url="<https://youtu.be/hLcf7bBe1Og>" %}
Description
{% endembed %}

## Miscellaneous

With this new version, you can also switch features on or off at the grid level:

* Pagination
* Interactive Filters
* Filter Links
* Import
* Export
* Auto Fill

All features above are defined at the **Org level**/**Profile**/**User** using [DataGrid Setting](/package-reference/grids-settings.md). We can override the behavior through the **Config Wiz** by choosing to enable or disable it. Below is a step by step tutorial on how to override them👇.

{% embed url="<https://youtu.be/iAiAj7fKh4I>" %}
Miscellaneous
{% endembed %}

{% hint style="info" %}
Pagination and Interactive Filters can be enabled together — the pages then navigate the filtered records. See [Interactive Filters](/advanced-guides/filters-and-data/grid-interactive-filters.md#pagination).
{% endhint %}

## Read Only Columns

**Read Only Columns** is now available through the **Config Wiz**. A read-only column stays visible in the grid, but users can't edit its values. This is useful for reference values, like the **Amount** or the **Close Date**, that users need to see but shouldn't change from the grid. Below is a step by step tutorial on how to configure **Read Only Columns** 👇.

{% embed url="<https://youtu.be/jbuiu55KNlU>" %}

{% hint style="info" %}
The read-only columns are saved in the **ReadOnly Fields** field of the User Grid record. They're kept when you **Clone**, **Export** or **Import** a User Grid.
{% endhint %}

## Lookup Options

**User Grid -** Lookup Options allow you to change the behavior of lookup fields. below is a step-by-step tutorial on how to use this feature 👇.

{% embed url="<https://youtu.be/7iABfYJpBPM>" %}

Below is the example of the lookup options used in the demo.

```coffeescript
{
    "AccountId": {
        "titleField": "Name",
        "subTitleField": "Type",
        "candidatesProvider": "CaseAccountLookupProvider",
        "pastedValueProvider": "CaseAccountLookupProvider",
        "refObjCreateable": true,
        "defaultValues": {
            "Type": "Customer",
            "Industry": "Communications",
            "CEO__c": "003Hs00005DU7njIAD"
        }
    }
}
```

For the complete details on Lookup Providers, go to [Lookup Providers](/package-reference/components-library/gm-relatedlist-grid.md#lookup-providers).

## Inline Label

**User Grid - Inline Label** lets you override component labels. Here is a step-by-step tutorial on how to use the feature to override the User Grid Label.👇.

{% embed url="<https://youtu.be/JRPr8IjmMYA>" %}

{% hint style="warning" %}
The **Disable Refresh View** option of the **GM - User Grid** component hides the **Config. Wiz**. Leave it unchecked on the grid you want to configure — use it on inline grids that must not refresh the whole page after an update.
{% endhint %}

## Disable End User Filter

**Disable End User Filter** turns off the **Filter Builder**, which allows users to create complex filters using logical operators like AND/OR.

Below is a step by step tutorial on how to override them👇.

{% embed url="<https://youtu.be/Vf0lqFSNEM4>" %}

## Visible Actions

We’ve introduced **Visible Actions** for **User Grids**, allowing users to configure which actions are visible in the toolbar.\
This provides a cleaner interface and helps users focus on the actions that are most relevant to their workflow.

Below is a step-by-step tutorial on how to override these settings 👇.

{% embed url="<https://youtu.be/aZ2NGO9z-iI>" %}

## Charts

GridMate **Charts** feature allows you to go from raw data to clear visuals without ever leaving your **User Grid**.

Below is a step by step tutorial to configure the **Grid - Charts** 👇.

{% embed url="<https://youtu.be/4cdeAHvyJXk>" %}

## Formulas

**Formulas** is a dynamic field feature that combines existing data fields and built-in functions to perform real-time calculations and display updated values automatically across the grid.

Below is a step-by-step tutorial on how to configure the **Formulas**👇.

{% embed url="<https://youtu.be/krGtrLQu66s>" %}

## Sharing Settings

User Grids are stored as **GM - User Grid** records. Who can see and edit them is driven by the Salesforce **Sharing Settings** (Setup → Security → Sharing Settings → Organization-Wide Defaults).

| Option                | What the user sees                                                                                                           |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| **Private**           | Only their own User Grids, plus the ones shared with them through the **Share** action, sharing rules or the role hierarchy. |
| **Public Read Only**  | Every User Grid in the org. Only the owner can edit or delete it. Default for **GM - User Grid**.                            |
| **Public Read/Write** | Every User Grid in the org, editable by everyone.                                                                            |

## Next steps

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>User Grid - Split View</strong></td><td>Browse and manage User Grids side by side.</td><td><a href="/advanced-guides/user-grid/user-grid-split-view.md">User Grid - Split View</a></td></tr><tr><td><strong>User Grid - Deployment Process</strong></td><td>Move User Grids between orgs with the Admin Cockpit or the SF CLI Plugin.</td><td><a href="/advanced-guides/user-grid/user-grid-deployment-process.md">User Grid - Deployment Process</a></td></tr><tr><td><strong>GM - User Grid</strong></td><td>Every property of the component.</td><td><a href="/package-reference/components-library/gm-user-grid.md">GM - User Grid</a></td></tr></tbody></table>


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