Surf The Wave in Salesforce
Manage Grids in Wave Embedded
Last updated
Manage Grids in Wave Embedded
Last updated
In Surf the Wave, users can view and interact with the grids they have access to. Depending on their permissions, they can personalize the grid without affecting the original configuration.
To publish a grid, click the Publish Grid Instructions button on the Home, App, or Record Page. This button provides guidance on the publishing process, and users can also refer to this document for detailed steps.
If a grid has already been published and configured, users can view its location by clicking the Configured Locations button. This button is available only for Valorx Grids published on an App Page. Valorx Grids published on Home and Record Pages do not display the Configured Locations option.
Users can publish their Valorx Grids across various platforms using the Lightning App Builder. This allows other users to access and interact with these grids seamlessly.
Users can publish their related grids only on the Record Page using Valorx Related Grid in the Lightning App Builder. Other users can view these grids.
Valorx Grids can be integrated into App Pages, Home Pages, and Record Pages using Lightning App Builder. The sections below provide step-by-step instructions for each page type.
In this section, we will create a new Lightning App Page using Lightning App Builder. Follow the steps below:
From Setup, in the Quick Find box, enter "Lightning App Builder". Select "Lightning App Builder".
Then, click the "New" button.
On the "Create a New Lightning Page" screen, select "App Page" and click "Next".
Enter a name for Lightning page in the Label field, then click "Next".
Select the One Region template, and click Done.
Scroll down the left panel (components section) until you reach the Custom-Managed section at the bottom. Then, click and drag the "Valorx Grid" into the middle section.
After adding the Valorx Grid, the configuration panel on the right will become accessible. You can now customize the grid as follows:
Choose your desired grid configuration from the dropdown menu.
Specify the Relation Name, which defines the Lookup Relation Name. For example, on the Account Record Page, if you want to display Related Opportunities, include the API name of the Account Lookup field from Opportunities.
Adjust the height settings for your grid configuration.
Then, click "Save".
After the save is complete, a pop-up will appear prompting you to activate the page. Click "Activate" to proceed.
In Lightning Experience page, you can integrate a page with a grid into any app. To do this, click on the Lightning Experience tab, select the Sales app, and click Add Page to App. Then, click "Save".
Your app home page is now ready for your Lightning Experience users!
In this section, we will create a new Lightning App Page using Lightning App Builder. Follow the steps below:
From Setup, in the Quick Find box, enter "Lightning App Builder". Select "Lightning App Builder".
Then, click the "New" button.
On the "Create a New Lightning Page" screen, select "Home Page" and click "Next".
Enter a name for Lightning page in the Label field, then click "Next".
Select the One Region template, and click Done.
Scroll down the left panel (components section) until you reach the Custom-Managed section at the bottom. Then, click and drag the "Valorx Related Grid" into the middle section.
After adding the Valorx Related Grid, the configuration panel on the right will become accessible. You can now customize the grid as follows:
Choose your desired grid configuration from the dropdown menu.
Specify the Relation Name, which defines the Lookup Relation Name. For example, on the Account Record Page, if you want to display Related Opportunities, include the API name of the Account Lookup field from Opportunities.
Adjust the height settings for your grid configuration.
Then, click "Save".
After the save is complete, a pop-up will appear prompting you to activate the page. Click "Activate" to proceed.
In the activation window, you have three options to assign and deploy the page. Click Org Default, then click "Assign as Org Default". Close the window. After assigning the Home page, click the "Save" button to apply changes to the org.
Now, you have assign the Lightning Experience page to the org default and application in the Salesforce.
In this section, we will create a new Lightning App Page using Lightning App Builder. Follow the steps below:
From Setup, in the Quick Find box, enter "Lightning App Builder". Select "Lightning App Builder".
Then, click the "New" button.
On the "Create a New Lightning Page" screen, select "Record Page" and click "Next".
Enter a name for the Lightning page in the Label field and the name of the object for which the record page is being created. Then, click "Next".
Select the Home Template One Region, and click Done.
Scroll down the left panel (components section) until you reach the Custom-Managed section at the bottom. Then, click and drag the "Valorx Related Grid" into the middle section.
After adding the Valorx Related Grid, the configuration panel on the right will become accessible. You can now customize the grid as follows:
Valorx Grid: Choose your desired grid configuration from the dropdown menu.
Allowing Changing Grids: Toggle the 'Allow Changing Grids' option to enable or disable users' ability to switch between grids within the same object.
Height (px): Adjust the height settings for your grid configuration.
Then, click "Save".
After the save is complete, a pop-up will appear prompting you to activate the page. Click "Activate" to proceed.
In the activation window, you have three options to assign and deploy the page. Click Org Default, then click "Assign as Org Default". Close the window. After assigning the Record page, click the "Save" button to apply changes to the org.
Now, you have assign the Lightning Experience page to the org default and application in the Salesforce.
Valorx Grids can be embedded within tabs or subtabs on Lightning Page to enhance data accessibility. Follow the steps below to add and configure Valorx Grids inside custom tabs.
Click on the Hot Grid tab and add the Valorx Grid component.
Select and configure the grid for Hot Grid:
Valorx Grid: Select the Valorx Grid you created in the Wave Dashboard.
Allow changing grids?: Deselecting this option disables the Grid Selection dropdown.
Height (px): Enter the desired height for the grid in pixels.
Click on the Warm Grid tab and configure the Warm Grid.
Applicable to all Experience Cloud sites except LWR Sites.
Valorx Grids and Related Grids can be embedded within Community Portal pages to provide users with interactive data views. Follow the steps below to configure Valorx Grid in your Experience Cloud site.
Your Valorx Grid is now successfully embedded in the Community Portal!
If you’re using Lightning Experience, click , then select Setup.
If you’re using Lightning Experience, click , then select Setup.
If you’re using Lightning Experience, click , then select Setup.
