> 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/user-grid.md).
# 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:point\_down:**.**
{% embed url="" %}
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** feature๐.
{% embed url="" %}
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 ๏ฟฝ๏ฟฝ**.**
{% embed url="" %}
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๏ฟฝ๏ฟฝ**.**
{% embed url="" %}
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** ๐.
{% embed url="" %}
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** ๐.
{% embed url="" %}
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** ๐.
{% embed url="" %}
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** ๐.
{% embed url="" %}
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**๐.
{% embed url="" %}
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 them๐.
{% embed url="" %}
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 section๐.
{% embed url="" %}
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** ๐.
{% embed url="" %}
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 them๐.
{% embed url="" %}
Miscellaneous
{% endembed %}
{% hint style="info" %}
Pagination and interactive filtering are mutually exclusive, meaning they cannot be activated simultaneously.
{% 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 ๐.
{% embed url="" %}
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.๐.
{% embed url="" %}
## 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 them๐.
{% embed url="" %}
## Visible Actions
Weโve 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 ๐.
{% embed url="" %}
## 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** ๐.
{% embed url="" %}
## 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**๐.
{% embed url="" %}