User Grid
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:
Go to advanced user details,
Click on permission set assignments,
Select GridMate Advanced User permission set
You are ready to start using the GridMate User Grid and enjoy all its benefits.
User Grid Setup
9.133 Features Update
Column 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👇.
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 👇.
User Grid Explorer with Reset Configuration
In some scenario, 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👇.
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