📋Release Notes

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

📆 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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