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
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👇.
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 👇.
Grid Explorer
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👇.
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 👇.
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 👇.
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 👇.
To use the page layout when creating a new record, check "Use the page layout when creating a new record" checkbox.
Hidden Fields
Configuring Hidden Fields is now possible through Config Wiz, allowing you to hide Fields when a creating a new record. Below is a step by step tutorial on how to define Hidden fields 👇.
Record Actions
Configuring Record Actions is now possible through 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👇.
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
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👇.
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👇.
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 👇.
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. 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👇.
Pagination and interactive filtering are mutually exclusive, meaning they cannot be activated simultaneously.
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