📋Release Notes
We're constantly working on improving your Salesforce Experience through GridMate
📆 08/27/2025 - GridMate - v11.15 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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