Toolbox

The Toolbox is part of the Runtime UX and provides quick access to essential grid actions. Designers can configure Toolbox options in Design Studio under Workflow and UX. Once enabled, selected Toolbox buttons will appear on the Runtime Ribbon for users.

Note: Toolbox is not visible on the Valorx Fusion Ribbon in Design Studio.

Accessing the Toolbox

1. Open the app in Design Studio.

2. Click Workflow and UX.

3. Under Ribbon UX, find the Toolbox section.

4. Select the buttons you want to display on the Runtime Ribbon.

5. Close it and click Save and Run to see the Toolbox in Runtime.

Toolbox Features

Insert Row(s)

Add 1–10,000 rows directly into Workbook.

1. Place the cursor where the new rows should be inserted.

2. To add a single row, click Insert 1 Row.

3. To add 1–10 rows, use the Insert Row(s) dropdown and select the number.

4. For larger numbers, choose Custom Rows, enter the value (up to 10,000), and click OK.

Clear Row(s)

Clear all the rows from the grid without affecting the CRM.

Usage:

1. Select the grid.

2. Click Clear Row(s).

3. All rows are cleared from the grid, but records remain safe in the CRM.

Note: Use Clear Row(s) when you want to reset or clean up the entire workbook grid while keeping the records safe in the CRM.

Delete Row(s)

Delete the selected rows from both the workbook and the CRM.

Usage:

1. Highlight the rows in the grid.

2. Click Delete Row(s).

3. The data is removed from the workbook and permanently deleted from the CRM.

Note: Use Delete Row(s) when you want to completely remove records from both Excel and the CRM.

Lookup

The Lookup feature allows users to update records in the grid using a Salesforce lookup field. Instead of typing values manually, you can search and select from existing records to ensure accuracy and consistency.

How it works:

1. In the grid, select one or more rows that contain a lookup field.

2. Click the Lookup button on the Runtime Ribbon.

3. A Lookup window opens, displaying available records for the lookup field.

   • Use the search option to quickly find the record you need.

Update options:

• Single Value:

  • If you select multiple rows but choose a single record in the Lookup window, all selected rows will be updated with that same record.

  

• Multiple Values:

  • If you select multiple rows, you can also choose a different value for each row by enabling the Select Multiple Values.

  

Key benefits:

• Ensures data integrity by only allowing valid Salesforce records.

• Saves time when updating multiple rows at once.

• Reduces errors compared to manual entry.

Multiselect Picklist

The Multiselect Picklist feature allows users to update fields that support multiple selections.

Setup:

1. In Design Studio, configure the required multi-select picklist fields in Data Modelling and Maps.

2. Add at least one multi-select picklist field to the grid.

Usage:

• Once enabled and present in the grid, the Multiselect Picklist button will appear on the Runtime Ribbon.

• If no multi-select picklist fields are included in the app’s grid, the button will not be visible at runtime.

Key benefit: Provides users with a quick and reliable way to work with Salesforce multi-select picklist fields directly in Workbook.

Customize Grid

The Customize Grid feature lets users add or remove fields in the grid at runtime.

Setup:

1. In Design Studio, go to Maps.

2. Select the Object Map and click Edit.

3. Under Display Options, enable Allow adding dynamic columns (runtime mode).

4. Click Save.

5. The Customize Grid button will now appear on the Runtime Ribbon.

Usage:

1. Click Customize Grid in Runtime.

2. To add fields, check the boxes next to the fields and click Customize.

3. To remove fields, uncheck the boxes or click Remove New Fields to clear all added fields.

   • Note: Existing fields in the grid cannot be removed.

Mass Modifier

The Mass Modifier helps you apply bulk changes to large sets of data directly from the Runtime Ribbon. Designers must enable this feature under Workflow and UX in Design Studio.

Using Mass Modifier:

1. Open the app in Runtime and click Mass Modifier.

2. In the Mass Modifier window, configure the following:

   • Field Name – select the field to update.

   • Apply On – choose where to apply the changes:

     • All Records – update every record.

     • Selection – update only the rows you selected.

     • Visible Records – update the rows currently visible in Workbook.

   • Action – choose how to update the field (Change To, Suffix, Prefix).

   • Input Value – required if you choose Change To, Suffix, or Prefix.

3. (Optional) Click Change To and select a grid from the available Maps.

4. Click Apply to update the records.

Rich Text Editor

Rich Text Editor is a powerful feature of our Workflow and UX Toolbox. With this feature, users now have the ability to edit the "Text Area" using the dedicated Valorx editor. The Rich Text Editor can be accessed conveniently through the Toolbox buttons located under the Valorx Runtime ribbon.

To take advantage of this exciting feature, users will need to enable the Rich Text Editor button under Workflow and UX settings. Once enabled, users can leverage the full functionality of the Rich Text Editor to enhance their text editing experience.

• Open an App in Design Studio and click Workflow and UX from the Valorx Fusion ribbon button.

• Enable “Rich Text Editor” under Toolbox.

• Click Data Modelling and select the fields with text under Data Modelling. (Long text or Rich text).

• Save and run the app.

• Select a field and click on Rich Text Editor from the Runtime ribbon button under Toolbox.

• Make the desired changes to the content using the available formatting options provided by the Rich Text Editor.

• Once done with the changes click on Continue.

Note: Editing will overwrite the text and direct changes to the columns is not allowed.

The Long text field will show up in the dropdown of the Rich Text Editor if the content of the Long text field exceeds the workbook cell limit (32,767 characters).

Expected behavior of the Rich Text Editor

Scenario 1: If the data is not displayed, clicking on the Rich Text Editor button should not open the editor interface, allowing you to enter or edit text.

Scenario 2: If data is present and your cell focus is outside the map-range, clicking on the Rich Text Editor button would typically have no direct impact on the displayed data. The Rich Text Editor button is usually used to format or edit text within a specific range or field. If the cell focus is outside the map-range, the button's functionality may not be directly applicable to the displayed data in that scenario.

Scenario 3: When there is no Rich Text area on the map, the message displayed would typically inform the user that the Rich Text Editor functionality is not available for the current context. This message is intended to communicate that the Rich Text Editor feature cannot be utilized because there are no applicable areas or fields where text editing or formatting is supported using the Rich Text functionality.

To create a field in Salesforce, follow these steps:

1. Log in to Salesforce and go to Setup.

2. From the Setup menu, navigate to Object Manager.

1. Open the desired Object and select Fields & Relationships.

2. On the right-hand side, click on New.

1. Choose Text Area (Long, Rich) and click Next.

1. Enter the desired name for the field in the Field Label field.

2. Modify the Length if necessary and click Next.

3. Proceed to the next steps by clicking Next and then Save.

To add records to an object in Salesforce, adhere to the following guidelines:

1. Go to Sales and access the Object you want to modify.

2. Select New and specify the Account Name by providing the field name.

1. Enter the desired input in the any of Rich text or Text Area field.

2. Click on Save to save the changes.