Wave Grid
Wave Grid is a powerful tool designed to help you create, manage, and view data grids with ease. It consists of three key sections: Wave Dashboard, Grid Wizard, and Surf the Wave, each offering a unique function in your data workflow.
Wave Dashboard: This is the central hub where all your created grids are displayed. It allows you to manage, access, and organize your grids effortlessly.
Grid Wizard: Here, you can create new grids by selecting fields, applying filters, configuring display options, and setting permissions. It's a guided process that ensures you capture the exact data you need.
Surf the Wave: After configuring your grid, this section lets you publish and view the grid, making it easy to visualize your data and interact with it.
Wave Grid provides a seamless experience for both creating new grids and working with existing ones, making data management intuitive and efficient.
Wave Dashboard
Wave Dashboard is the central hub where all your grids are organized and managed. It provides a comprehensive view of all grids created using the Grid Wizard and allows easy access to each one. Whether you’re managing existing grids or preparing to surf new data, Wave Dashboard gives you full control over your grid management.
With Wave Dashboard, you can:
View all grids created in the system, categorized by object.
Quickly access any grid by clicking on the Surf the Wave button, allowing you to view and interact with the data.
Manage your grids by configuring locations, deleting, cloning, or controlling access. (Only applicable for Designers)
If no grids have been created yet, the dashboard will prompt you to Create Your 1st Grid, guiding new users seamlessly through the process at Grid Wizard. (Only applicable for Designers)
Designer User vs Standard User
Designer User: Designers can create, manage, and edit grids in the Wave Dashboard. They can also search and create grids for objects that haven't been created yet.
Standard User: Standard Users can only view grids that have been created by Designers and cannot create or modify them. (Note: Only applicable for Designers.)
Wave Grid
Wave Dashboard shows all the grids created via the Grid Wizard. First-time users can create new grids through the Grid Wizard (which will be covered in the Grid Wizard section).
Grid Name: The name of the grid for easy identification (E.g.: All Contacts).
Description: Description of the grid (E.g.: All the contacts that require follow-up).
Object Icon: An icon representing the Salesforce object the grid is based on.
Created By/Edited By: Names who created and last modified the grid.
To view the grid, click on "Surf the Grid." This will direct you to the Surf the Wave page, where you can view the data presented within the grid.
If you need to make changes, click "Edit." The "Edit" option will take you to the Grid Wizard, allowing users to modify the grid (Only applicable for Designers).
To access the grid options, click on the three dots. User can Configure Locations, Clone, Delete, and Access Control from here (Only applicable for Designers).
Configured Location: To See the Configured location for grid
Clone: Create a duplicate copy of the grid for further customization.
Delete: Remove the grid from the system entirely.
Access Control: Set visibility and add restrictions to your grid.
View Mode
The Wave Dashboard offers two view modes to view the list of grids in dashboard:
Table View: Standard list-style view.
Card View: A more visual, card-based layout.
To change the Card view to Table view, click on the list buttons.
In both views, you will find basic details about the grid and options for performing actions on it.
What You Can See:
Visibility for Designer User: The Dashboard displays a comprehensive list of all global grids in the organization.
Visibility for Standard User: The Dashboard provides a comprehensive view of all grids shared with them.
Note: Other users personalization's will not be visible to anyone.
Search Features
The Wave Dashboard offers two search options to help users easily locate and manage their grids:
Search Object: This option allows users to search for objects within the system. This is useful if your grids are built on different objects, and you want to focus on a particular set of data. Designers have the ability to create a new grid for any object that does not yet have one.
Search Grid: This option lets users search for specific grids that have already been created, making it easier to find and access existing data.
Each search feature is designed to enhance user efficiency and streamline the process of managing grids in the Wave Dashboard.
Grid Wizard
The Grid Wizard is an essential tool for creating or editing grids. It guides users through a series of steps, ensuring that all necessary configurations are made before finalizing the grid. The Grid Wizard offers flexibility and customization for Designers to build tailored data grids.
Create a New Grid
There are multiple ways to create a new grid. If you are a first-time user without any existing grids, simply click the 'Create New Grid' button at the bottom of the page.
For users with existing grids, you can either click 'Create New Grid' at the top right or search for the object using the search feature.
Grid Details
In this step, users must first select an object for the grid. After choosing the object, they can either:
Create from Scratch, or
Select from an existing Salesforce List View.
Users can edit the grid name or retain the suggested one. While adding a description is optional, all mandatory fields must be completed to proceed. Once ready, click "Next" to continue.
Fields
Here, users can select the fields they want to include in the grid. Some fields may be pre-selected based on the chosen object. Users can:
Add or remove fields by pressing the "+" button.
Rearrange fields in the desired order.
Then, click "Next" to continue.
Filters
In this step:
Users can add or group filters for the object fields.
To set up a filter, select the desired field, condition, and value.
Once the filters are configured, click Apply.
If satisfied with the setup, click Next to continue to the next step.
Display Options
In this step, users can customize how data is displayed in the grid by configuring several settings:
Conditional Formatting:
Apply color formatting to the data based on conditions.
Options include Single, Group, or Color Bar formatting.
Column Grouping:
Users can group columns by clicking the "Add New" button.
Then, select the desired column and choose the appropriate column group style.
Additionally, tooltips can be added, providing small informational notes that appear when users hover over a field in the grid.
Related List:
Add related lists here for more context in the grid.
This allowing users to see associated records alongside the main object.
Layout:
Freeze columns for easy data navigation.
Users can freeze columns to the left or right of the grid as needed.
Permissions
Users can manage who has access to different features of the grid. Permissions are divided into two main sections:
Feature Access: Control specific permissions for users or profiles regarding grid functionality.
Fields:
Allow or restrict the ability to add fields.
Allow or restrict the ability to rearrange fields.
Filters:
Designer can control whether standard users can edit filters within the grid.
Display Options:
Manage permissions for conditional formatting, column grouping, related lists, and freezing/unfreezing columns.
Manage Access: Decide who can access the grid's features.
All Users: Allows every user to access the features.
Selected Users/Profiles: Assign permissions to individual users or groups of profiles for granular control.
Save & Surf
In the final step of the Grid Wizard, once the Designer is satisfied with the configuration, they can click the Save and Surf button to finalize the grid setup and proceed to viewing the grid in the Surf the Wave section. If further adjustments are needed, they can click the Previous button to return to previous steps and make changes.
Lookup Filters Overview
Lookup fields in the grid now fully adhere to the filters applied in Salesforce, ensuring consistent data visibility and enhanced accuracy. This configuration allows users to interact with more refined data sets, making it easier to find the necessary records.
This is only applicable for admin users. Non-admin users must have the "View Setup and Configuration" permission to use lookup filters.
Key Benefits:
Enhanced Data Accuracy: Lookup Filters ensure users are selecting from relevant data sets, reducing errors in data entry.
Improved Efficiency: Lookups display only records that meet the defined filter conditions, minimizing the need to sift through extensive lists.
Customizable Filters: Admins can define the filter criteria based on field values or other conditions to streamline the selection process.
This functionality is especially useful for users working with large data sets, ensuring that only the most relevant records are available in the lookup field.
Limitation
The Lookup Filter functionality is designed to help users narrow down the records displayed in lookup cells within the grid. However, there are a few scenarios where the Lookup Filter does not apply. Please take note of the following unsupported scenarios:
Field-to-Field Filtering:
We do not support field-to-field filters on the Lookup Object. The Lookup Filter must be based on a value and not a comparison between two fields.
Copy-Paste Functionality:
Lookup filters are not applied when users paste data directly into the grid.
Mass Modifier
Lookup filters are not applicable in the Mass Modifier. As a result, users might see all possible lookup records instead of only those filtered by the criteria.
Lookup Picker:
Lookup filters are not supported in the Lookup Picker, leading to the display of all records instead of filtered results.
Picklist Field Behavior:
For Picklist fields, if the
startsWithoperator is used, the Lookup Filter will not distinguish between uppercase and lowercase letters. The filter will be case insensitive.
Unrecognized Filters:
If a filter cannot be parsed or applied, the system will display an error message and ignore that specific filter. In such cases, additional records outside of the filter criteria might be displayed.
Note: These limitations help users understand when the Lookup Filter may not behave as expected. It's essential to consider these scenarios to ensure a consistent experience while working with lookup fields in the grid.
Surf The Wave
In Surf the Wave, users can see the grids they have access to. Additionally, they can personalize the grid according to their permissions. This personalization applies only to the individual user, while the original view remains unchanged.
Users can publish their grid using the instructions displayed after clicking the 'Publish Grid Instructions' button on the home, app, or record page.'
If the grid is already configured, users can view its location using the 'Configured Locations' button. This button is displayed only after the grid has been published.
App Page Instruction.
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.
One Region will provide the largest canvas and is recommended.
Scroll down the left panel (components section) until you reach the Custom-Managed section at the bottom. Then, click and drag the "Valorx Rapid Grid" into the middle section.
After adding the Valorx Rapid 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!
Home Page Instructions
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.
One Region will provide the largest canvas and is recommended.
Scroll down the left panel (components section) until you reach the Custom-Managed section at the bottom. Then, click and drag the "Valorx Related Rapid Grid" into the middle section.
After adding the Valorx Related Rapid 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.
Org Default: This will replace the default Home page with the custom Lightning Experience page.
App Default: This option causes the Lightning Experience page to replace the org default home page in the selected applications.
App and Profile: In this option, the Lightning Experience page will be assigned to apps with some specific profiles that can access and view the home page.
Now, you have assign the Lightning Experience page to the org default and application in the Salesforce.
Record Page Instructions
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 Rapid Grid" into the middle section.
After adding the Valorx Related Rapid 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.
Org Default: This will replace the default Record page with the custom Lightning Experience page.
App Default: This option causes the Lightning Experience page to replace the org default Record page in the selected applications.
App and Profile: In this option, the Lightning Experience page will be assigned to apps with some specific profiles that can access and view the Record page.
Now, you have assign the Lightning Experience page to the org default and application in the Salesforce.
Access Control
The Grid Wizard's access control step allows you to define how users interact with the grid. Here, you can set granular permissions to ensure data security and optimize user experience.
This capability is exclusively applicable to users with the Designer role
View Configuration
Here is what users can access while surfing the grid:
Allow Adding Fields: Specify if users can personalize the grid by adding or removing fields from the grid.
Allow Fields Rearrangement: Specify if users can rearrange the order of data fields displayed in the grid for their own convenience (drag-and-drop functionality).
Allow Edit Filters: Determine if users can modify filter criteria applied to the grid. This allows them to personalize the data displayed in the grid based on their needs.
Access Settings
Here you can define who all can access the grid.
All Users: All users with desired permission sets in the org can access the grid.
Selected Users: Here you can select users and profiles with whom you would like to share the grid.
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