August 24 Release (v5)

📢 Announcing the August Release

We are excited to announce the latest updates and enhancements in our newest release. This release introduces new features, enhancements, and bug fixes to improve your experience. Below is an overview of the key updates.

➕ What's New?

Grid Wizard UI Updates

We’ve made significant UI enhancements to the Grid Wizard for a smoother and more intuitive experience:

Color Changes: The wizard now includes updated color schemes to improve the user experience and enhance visibility while configuring the grid.
Step-by-Step Progress: As users move through each step in the Grid Wizard, the UI will now display the number of changes made in specific fields, providing a clear overview of progress.
Display Options: This new section allows you to manage all aspects of Grid display, including Conditional Formatting, Column Grouping, Related Lists, and Layout customization.

These improvements ensure a more efficient and visually cohesive experience while building or editing grids.

Conditional Formatting in Grid Wizard

We’re excited to introduce Conditional Formatting to the Grid Wizard, providing more dynamic data visualization. Users can apply color formatting based on specific conditions. Options include single conditions, grouped conditions, and color bars.

Column Grouping in Grid Wizard

We’ve introduced a powerful new feature—Column Grouping—to the Grid Wizard, giving users more control over how data is displayed and organized. This update provides greater flexibility and consistency in creating and viewing grids.

We’re excited to announce a new feature in the Grid Wizard—Related List! Previously, users were unable to include related lists while configuring grids. With this update, Designers can now easily add related lists to grids, providing a more robust and connected data experience.

This new feature enhances grid functionality and makes it easier for users to work with connected data sets.

Layout in Grid Wizard

We’ve introduced enhanced Layout Options in the Grid Wizard, allowing users to customize how data is displayed. Users can now freeze columns to the left or right of the grid, making it easier to view and analyze specific data while scrolling.

Enhanced Permissions in Grid Wizard

We’re excited to introduce Enhanced Permissions in the Grid Wizard, providing more control over access and customization for users and profiles. This feature ensures that Designers and Admins can tailor the level of access and editing capabilities for various users, improving security and collaboration.

With these advanced permissions, Designers and Admins can ensure consistent data presentation and customization capabilities across different roles.

Support for Lookup Filters

We’ve introduced support for Lookup Filters, allowing users to enhance their data accuracy and search efficiency. Lookup fields in the grid now fully adhere to the filters applied to those fields in Salesforce, ensuring consistent data visibility.

Key Benefits:

Enhanced Data Accuracy: Lookup Filters ensure users are selecting from relevant data sets, reducing errors in data entry.
Improved Efficiency: Users no longer need to manually sift through extensive lists, as lookups will only display records that meet the filter conditions.
Customizable Filters: Admins can define the filter criteria based on field values or other conditions to streamline the selection process.

This feature is especially useful for users working with large data sets, ensuring that only the most relevant records are available in the lookup field.

Know Limitation

Non-admin users must have the "View Setup and Configuration" permission to use lookup filters. We are actively working on a solution to remove this requirement in future releases.

✨ Enhanced UI / UX Design

Record Expansion

The 'Expand Record' option in the context menu now operates identically to the 'Expand Record Details' option.

This enhancement ensures a consistent experience when accessing detailed record views, improving usability and coherence across the application.

🔧 Bug Fixes

In this release, we have addressed several issues to improve user experience and functionality.

Fixed an issue where conditional formatting for number fields did not apply correctly when the field value was empty. Previously, empty values were mistakenly treated as zero, preventing the formatting from being applied. With this fix, conditional formatting now correctly triggers based on empty values, ensuring the specified color or style is applied as intended.
Resolved an issue where picklist fields in the embedded grid were incorrectly displaying all available values instead of only the values assigned based on the record type. The grid now accurately shows only the selected values, ensuring the correct picklist options are displayed as intended.
Fixed an issue where the grid displayed a "Record Deleting" message even when the user does not have any permissions. The system now properly checks user permissions before attempting the delete operation. If the user does not have the required permissions, an error message will be displayed, and the deletion will be aborted. This ensures that unauthorized users are informed of their permission limitations, and no incorrect status messages are shown.
Updates have been made to improve clarity and accuracy. The object description text was revised to "Add a description to tell users what is in this view," and unnecessary exclamation points were removed from the preview mode message, now simply stating "You can rearrange the fields in preview mode." Additionally, labels were adjusted for consistency: "Allow Fields Rearrangement" is now "Allow Rearranging Fields," and "Allow Edit Filters" has been updated to "Allow Editing Filters."
Resolved an issue where the copy feature in the lookup field of the grid was not functioning correctly. Users encountered an "Invalid Value" error when attempting to copy information. This has been fixed to ensure smooth operation of the copy functionality.