📋Release Notes

We're constantly working on improving your Salesforce Experience through GridMate

📆 08/27/2025 - GridMate - v11.13 has been released!

New Components

Kanban Board

Implemented a new Kanban Board component designed to help users manage and visualize workflows by tracking progress and allowing quick updates directly within the page.

Single Calendar

Implemented a new Single Calendar component designed to help users to manage and view schedules effortlessly in one place. It allows drag-and-drop, conditional coloring, and filtering based on criteria, making calendar management more efficient and visually appealing.

Gantt Chart

Implemented a new Gantt Chart component that provides clarity in complex project timelines filled with numerous tasks, shifting deadlines, and overlapping dependencies. The component provides a set of actions that can be performed by the end-user to update the project plan including the task timeframes and the progress.

Grid Enhancements

Grid - Edit parent fields

Enhanced grid functionality to allow editing of parent object fields directly within the gris. This powerful feature enables users to modify related record data without navigating away from the current grid view, significantly improving productivity and user experience.

Grid - Export date and datetime format

Added comprehensive date and datetime formatting options for grid exports. Users can now customize how date and datetime fields are formatted in exported files.

Grid - Export templates

Implemented a robust export template system allowing users to create, save, and reuse custom export configurations. Templates define specific columns to be exported.

Grid - Predefined export

Enhanced export functionality with predefined export options. Users can now access commonly used export configurations with a single click, streamlining the data export process.

Grid - Edit single cell

Implemented granular cell-level editing functionality, allowing users to modify individual cells similar to standard Salesforce experience.

Grid - Address cell

Added specialized address field handling with enhanced display and editing capabilities using a single input.

Grid - File upload column

Introduced file upload capabilities directly within grid columns. Users can now upload and attach it to the current row without leaving the grid.

Grid - Improve the import wizard

Significantly enhanced the data import wizard with improved user interface, better error handling, field mapping capabilities, data cleansing and support for Excel files.

Grid - Apex default value provider

Implemented Apex-based default value providers, allowing developers to create custom logic for setting default values based on complex business rules and calculations.

Grid - Reassign approval action

Added approval reassignment action, allowing users to mass reassign approvals processes directly from the grid.

Grid - Schedule an email

Added email scheduling on the mass email action. Users can send email right away or schedule them by setting the date and the time.

Grid - Handle background and color for aggregation

Implemented aggregation styling (background and text color) through grid style options.

User Grid Enhancements

User Grid - Split view with multiple objects

Introduced split-view functionality allowing users to work with related data from different objects in a unified interface. The related component can be displayed as tabs, accordions or just stacked.

User Grid - Toggle fullscreen

Added toggle fullscreen action providing users with expanded workspace options for improved productivity.

User Grid - Dynamic interactions

Implemented dynamic interaction capabilities, enabling real-time updates and responsive behavior based on user actions and data changes.

User Grid - Inline label

Added label customization when the grid is used on a lightning page or incorporated as an inline component.

User Grid - Lookup options

Implemented lookup options feature on the users grids. Users can now configure lookup options at the org level using a custom metadata type record or at the directly on the grid.

User Grid - Import options

Implemented import options feature on the users grids. Users can now configure import options at the org level using a custom metadata type record or at the directly on the grid.

Pivot Grid Enhancements

Pivot Grid - Edit single cell

Implemented granular cell-level editing functionality, allowing users to modify individual cells similar to standard Salesforce experience.

Pivot Grid - Handle error at the cell level

Implemented granular error handling at the individual cell level in pivot grids, providing specific error messages and validation feedback for improved data quality.

Pivot Grid - Edit Y columns

Introduced editing capabilities for Y columns in pivot grids.Y Columns are editable only using single cell edit.

Pivot Grid - Y columns coloring

Added color coding for Y columns in pivot grids through grid style options.

Pivot Grid - Pagination

Added pagination support for pivot grids, enabling efficient handling of large datasets. Introduced pagination using a parent field providing more control on the displayed records.

Pivot Grid - Search

Implemented search within pivot grids similar to regular grids.

Calendar Enhancements

Multi Calendar - Toggle fullscreen

Implemented toggle fullscreen toggle functionality, providing users with expanded workspace for detailed calendar management and scheduling.

Multi Calendar - Aggregation

Enhanced multi-calendar functionality with data aggregation capabilities, allowing users to view summarized information across the timeline.

Multi Calendar - Quarterly view

Added quarterly view option, providing long-term planning and scheduling capabilities with improved timeline visualization.

File Explorer Enhancements

File Explorer - File Connect

Introduced File Connect, enabling users to connect, browse, and manage files stored in external cloud storages. File Connect supports S3, Box, Dropbox, Google Drive and Sharepoint.

File Explorer - Use parent fields for filtering

Enhanced filtering capabilities by enabling the use of parent object fields for file filtering.

File Explorer - Uploaded by column

Added "Uploaded By" column to file listings, providing better file tracking and accountability by displaying who uploaded each file.

Other Enhancements

Map List - Marker clusters

Implemented marker clustering functionality for map displays, improving performance and visual clarity when displaying large numbers of map markers.

Report Table - Matrix Report

Added matrix report support with enhanced table formatting, cross-tabulation capabilities, and improved data visualization for complex reporting requirements.

Flow Edit Flow - Drag to fill

Implemented drag-to-fill functionality in flow edit grids, similar to Excel behavior, allowing users to quickly populate multiple cells by dragging values across rows or columns.

Flow View Grid - Don' t load at startup

Added option to prevent automatic data loading at startup for flow view grids, improving performance and giving users control over when data is retrieved.

SLDS 2 Support

Reviewed the whole component library and made them compatible with SLDS 2.

New Content - Product Tour

New Content - Advanced Guides

📆 07/01/2024 - GridMate - v10.7 has been released!

New components

  • Compact Calendar

  • Adoption Dashboard

  • Config Checker

New Grid Actions

  • Auto resize like Excel

  • Drag to fill like Excel

  • Export to formatted Excel

  • Reorder rows

  • Bulk update

  • Bulk assign

Grids Enhancements

  • Performance enhancement

  • Mass assign review including account transfer

  • Async export. We export up to 50K records

  • Enhance copy-paste for lookup fields

  • Display the number of selected records

  • Reorder columns by applied grouping

  • Support excludes for MultiPicklist fields

  • Filter on multiple entries for lookups

  • Explorer template review

  • RichText formula column

  • Remote Apex formula column

  • Javascript relative dates

User Grids Enhancements

  • Performance enhancement

  • Mass Update Access setup from the Admin Cockpit

  • Inline Components configuration

  • Hidden Columns configuration

  • Default Values configuration

  • Hidden Fields configuration

  • Object Access configuration

  • Record Actions configuration

  • Grouping configuration

  • Grid description configuration

  • Pagination configuration

  • Interactive Filters configuration

  • Filter Links configuration

  • Import/Export configuration

  • Auto Fill configuration

Map Explorer Enhancements

  • OpenStreetMap support

  • Marker Coloring

  • Search Around

  • Mass Actions

  • Marker Actions

Calendar Enhancements

  • Activity Filtering

  • Assigne Filtering

  • Filter on multiple entries for Assignee

  • Apply actions on activities (Quick action/flow)

  • Trigger a flow to create a new activity

File Explorer Enhancements

  • Split View for carousel view

  • Reload Action

  • Custom Label

Pivot Grid Enhancements

  • Import Wizard

  • Custom Labels

  • Auto Fill like Excel

Other Enhancements

  • Object TimeLine - Design Review

  • Record Layout - Javascript Formulas for ReadOnly and Visibility conditions

  • Record Layout - Refresh visibility and readonly during the record edit

  • Flow Edit Grid - ReadOnly Fields

  • Flow Edit Grid - Rename Actions

New Content - Product Tour

New Content - Advanced Guides

📆 11/24/2023 - GridMate - v9.133 has been released!

What's new in GridMate 9.133

New components

  • User Grid - Split View

  • Dynamic FieldSet Grid

  • Dynamic Record Card

  • External Object Grid

  • Admin Cockpit

New Grid Actions

  • Bulk Action Framework

  • Bulk Mass Update

  • Bulk Open Record

  • SOQL Preview

Grids Enhancements

  • Split View

  • Dynamic Interactions

  • Quick Links for filters

  • Interactive Filters

  • Admin Formulas

  • Explorer Templates

  • Search By Topics

  • Expand/Collapse Groups

  • Relative dates for JS Rule Engine

  • Row level formatting

  • Formatting legend

  • Pagination mode

User Grids Enhancements

  • Grid Explorer for User Grid

  • Rest to original configuration

  • Column renaming

  • Admin filter

  • SF CLI Plugin

Flow Grids Enhancements

  • Flow View Grid - Set Selected Records

  • Flow View Grid - Preserve Selection

  • View Flow Grid - Auto Collapse

  • Flow Edit Grid - Get the created records

  • Flow Edit Grid - Cell Change Handler

  • Call a Flow Action - Pass extra attributes

Other Enhancements

  • Pivot Grid - Set X Sort Column

  • Pivot Grid - ReadOnly fields

  • Pivot Grid - Enhanced Filter Builder

  • Record Layout - Inline Config

  • File Explorer - Search by Topic

  • File Explorer - Improve Accepted Formats

  • Map Explorer - Search and filtering enhancement

  • Report - Set the hight and freeze the header

  • Report - Redirect to the report with the applied filter

New Content - Product Tour

New Content - Advanced Guides

📆 02/10/2023 - GridMate - v9.58 has been released!

What's new in GridMate 9.58

New components

  • File Explorer

  • User Defined Grid

  • Google Maps List

  • Card Picklist for Flow

  • Data Loader

Components Setup

  • Grid - Multi Sort for Smart Grids

  • Grid - Apply, Apply & Save

  • Grid - Export Date Format

  • Grid - Control Import Feature

  • Grid - Export Picklist Labels

  • Grid - Extra Cell Coloring

  • Grid - Set Hidden Columns for backend usage only

  • Grid - Set Card Header Background

  • Grid - Set Modal Size for triggered actions

  • Report - Toggle FullScreen

  • Report - Flags to hide header and footer

  • Report - Filter by any field on the object

  • Pivot Grid - Style and Freeze columns

  • Pivot Grid - Text Wrapping

  • Pivot Grid - Style V Columns

Grids Enhancements

  • Grid - Lookup search on the phone

  • Grid - Handle duplicates when creating a new object

  • Grid - View All on Kanban Grid

  • Grid - Enhance User Defined Filters

  • Grid - Share User Defined Filter

  • Grid - Formatting Excel Export (Currencies and numbers)

  • Grid - Export only Selected Records

  • Grid - Do not export record Id(s)

  • Grid - Mass Edit Task & Event

  • Grid - Inline edit Polymorphic Fields

  • Grid - Dynamic Formula Fields (Browser Side Formulas)

  • Flow View Grid - Handle Grouping

  • Flow View Grid - Enable Explorer

  • Flow View Grid - Enable Search

  • Flow Edit Grid - Handle InMemory Records

  • Pivot Grid - Create/Clone/Delete

  • Pivot Grid - Do not export record Id(s)

  • Pivot Grid - Filter Sharing

Other Enhancements

  • Record Layout LWC - Field Styling

  • Dynamic Tab - Set Variant and Broder

  • Dynamic Tab - Set Tab Visibility Condition

📆 02/28/2022 - GridMate - v8.132 has been released!

What's new in GridMate 8.132

New components

  • Report Table

  • Record Layout LWC (Record Layout for non supported objects Task, Event...)

  • Google Maps

  • Mixed Timeline

Components Setup

  • Grid - Collapse groups

  • Grid - Set row actions

  • Grid - Set header height

  • Grid - Customize the coloring for groups

  • Grid - Add First, Last, Concat for aggregations

  • Grid - Add record actions to the inline config

  • Grid - Override the edit action

  • Grid - Toggle Fullscreen for Pivot Grid

  • Calendar - Set the number of visible activities

  • Calendar - Set the business hours

  • Calendar - Set the default view

Grid Enhancements

  • Performance improvements

  • Filter by lookup on the grid explorer

  • Cancel + Reset on the grid explorer

  • Select rows at the group level

  • Display help text on columns

  • Text wrap for column headers

  • Enhance the UI on the iPad

  • Mass clone with duplicate rules check

  • Ask for record type during inline creation

  • New data providers for filtering ($User, $Metadata, $Apex)

  • Trigger row level actions

  • Handle approval history related List

  • Handle Inline files

  • Reset cell value

Record Layout Enhancements

  • Display the popover for lookup fields

  • Handle the density for Record Layout LWC

  • Handle Dropdown options for text fields

  • Handle Created By and Last Modified By fields

  • Display the help text for Record Layout LWC

  • Handle Record Type field

📆 08/06/2021 - GridMate - v8.73 has been released!

What's new in GridMate 8.73

New components

  • FieldSet Pivot Grid

  • Flow View Grid

  • Flow Edit Grid

  • Record App Switcher

Components Setup

  • Enable Grid Explorer on Grids

  • Enable Collapse on Grids

  • Enable Fullscreen on Grids

  • Enhance column styling (wrapping, alignment...)

  • Handle record grouping for Grids

  • Handle relative date/datetime filters for Grids

  • Handle cross filters for Grids

  • Handle Read-only for Record Layout sections

  • Handle Coloring for Record Layout fields

  • Handle Visibility for Record Layout actions

UI Enhancements

  • Mass follow/unfollow records

  • Mass assign records

  • Mass share records

  • Grid Explorer for Grids

  • Handle errors at the row level

  • Search dialog for lookup fields

  • Compact density for Grids

  • Pin the listView in Multi Calendar

  • Sort by availability in Multi Calendar

  • Export activities from a Multi Calendar

  • Copy paste in a Pivot Grid

  • Trigger a VisualForce Page from a Grid

  • Handle multi select for mass actions

📆 1/24/2021 - GridMate - v8.0 has been released!

What's new in GridMate 8.0

New components

  • Multi Calendar

  • FieldSet Kanban

  • Dynamic Accordion

  • Field Path

Components Setup

  • Enable ViewAll link on Related List Grid

  • Handle calculated aggregations

  • Handle default mode for grids

  • Use merge fields for default values

  • Use custom edit record layout

  • Use custom component to display a field

UI Enhancements

  • Customize edit record action

  • Display the number of row

  • Prevent accidental cancel

  • Handle quick action density

📆 8/4/2020 - GridMate - v7.42 has been released!

What's new in GridMate 7.42

New components

  • RelatedList as an Accordion

  • RelatedList as Cards

  • Activity Scheduler

Grid Setup

  • Support in and includes operators for conditions (visibility, read-only...)

  • Expose inline property to avoid page refresh

  • Use merge fields for inline grids

  • Use parent fields for aggregations

  • Handle the density for Record Layout component

  • Enhance the configuration wizard

  • Export inline grid configuration

UI Enhancements

  • Support multi copy/paste columns from spreadsheets

  • Manage the density for lookup fields

  • Exclude read-only fields when mass updating

  • Handle Date formula field formatting

  • Handle dependent Picklist fields

  • Use name field when sorting by a lookup field

  • Handle null values when sorting

Grid Actions

  • Pin/Unpin End-User filter

  • Handle quick actions on a Record Layout

  • Handle quick actions on a Related Cards/Accordion/Tabs

  • Trigger flows from Record Layout

  • Trigger flows from Related Cards/Accordion/Tabs

  • Add multiple records at a time during the inline editing

  • Trigger an auto-launched flow

  • Trigger a flow as a global action

  • Export items to an Excel file

  • Collapse all the expanded rows

  • Enhance edit an end-user filter

  • Clone an end-user filter

📆 5/14/2020 - GridMate - v6.107 has been released!

What's new in GridMate 6.107

Grid Setup

  • Use merge fields from the parent object to filter records

  • Use parent fields in FieldSet Grid as columns to display

  • Setting up the style of columns (width + text alignment)

  • Allowing FieldSet Grids to handle the visibility in Community

  • Read-only fields for Record Layout component

  • Field visibility for Record Layout component

UI Enhancements

  • Auto-sizing the columns to spread across the available space

  • Dynamic responsive UI for grids

  • Selecting a record type when creating a new record

Grid Actions

  • Allowing grids to trigger flows

  • Multi copy-paste from a CSV / Excel file

  • View All link on a related list + on a fieldset grid

  • Submit records for approval

  • Approve or decline records

New components

  • Kanban Data Grid

  • Flow layout component

  • Convert Lead flow

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