Data Control & Customization

Wave Grid gives you the power to personalize how data is displayed and interacted with—just like a flexible spreadsheet. Whether you're sorting, filtering, or accessing related records via lookup fields, you’re always in control of the grid layout and field behavior.

Key controls include:

• Column Header Actions for customizing individual columns.

• Lookup and Lookup Filters for managing related data visibility.

These features don’t just enhance visibility—they empower you to focus on the data that matters most.

Column Header

Each column in the Wave Grid has a Column Header, which displays the field name (title) of that column. These headers also include a drop-down menu (Header Action) packed with useful actions for managing and customizing data display.

Users can also rearrange columns by dragging the column header using the hand cursor to reposition them as needed.

To add new fields to the grid, hover over any column header and click the ➕ button that appears. This will open the field picker, where you can select the fields you want to include. After making your selection, click Update Fields to apply the changes.

For more details, see Insert Field.

Field Selector

The Field Selector is a popup window that allows you to search, filter, and manage fields for your object grid. You can access it in multiple places, including:

• Manage Grid – by clicking the Add button to update existing grids.

• Grid Wizard – when adding fields to a new object grid.

Features in the Field Selector

• Search Field Find a specific field in the object by typing its name in the search bar.

• Field Type Filters Narrow down the field list by type, such as Lookup, Picklist, etc.

• Included Toggle Switch between:

  • Included – shows fields already added to the grid.

  • Not Included – shows fields that have not yet been added.

• Formula Field Create a new custom formula field directly within the Field Selector.

• Refresh Object Update the list of fields to match the latest object definition in Salesforce. Any new fields created (or removed) in Salesforce will be reflected after refresh.

Actions

Once you’ve set your field selections:

• Update Fields – Apply your changes and add the selected fields to the object grid.

• Cancel – Close the Field Selector without saving changes.

Formula Field

Formula Fields allow Designers to create new calculated fields within the grid. These fields automatically compute values based on existing field data using formulas and supported functions. Formula Fields are especially useful for displaying totals, discounts, or combined text values without manually updating the data.

Note: Formula Fields create a new field in the grid. You cannot apply a formula to modify an existing field’s value.

When to Use Formula Fields

Use Formula Fields when you need to display data that depends on calculations or conditions between existing fields. For example:

• To show the final amount after a discount

• To combine two text fields such as delivery method and status

• To display a shortened version of a long text field

How to Create a Formula Field

1. In Field Selector, click Formula Field

2. Enter a Column Name (required) and choose the Formula Return Type.

3. Enter your Formula Expression in the Formula Editor using supported field references and functions.

4. Click Check Syntax to validate the formula. If no errors appear, proceed to the next step.

5. Click Apply to save the formula.

6. Click Update Fields to add the field to the grid.

Examples

Supported Functions

The following functions are supported in Formula Fields:

IF, OR, AND, ENDSWITH, BEGINWITH, CONTAINS, SUBSTRING, TRIM, LENGTH, LOWER, UPPER, CONCAT, MIN, MAX, SUM, LOG, EXP, CEIL, FLOOR, ROUND, SQRT, ABS

Column Header Action

Click the drop-down icon in the column header to search for records and choose which ones to display, allowing for more tailored data viewing.

Depending on the field type, the drop-down menu offers different options:

• Picklist fields: You can search and select specific values, but filter options will not appear.

• Date fields: Filter using preset options like Today, Tomorrow, Next Month, or choose a custom date using the calendar picker.

• Number fields: Filter options adjust to allow number-specific conditions such as equals, greater than, less than, and more.

If a field is Locked (Read-Only) in Salesforce, it will also be locked in Wave. A lock icon appears in the column header, and the data is read-only. The entire column will appear in grey, indicating that it’s non-editable.

When a field is added using Lookup, the column header shows the number of lookup levels applied. Hover over the lookup number to view the full path. For example: CreatedBy >> Account >> CreatedBy >> Country

Filter Features

• Only values available in the grid are shown.

• Typing in the filter dynamically narrows the list.

• Picklist values follow the Salesforce-defined order.

• A blue filter icon in the header shows which columns have active filters.

• Use Clear All Filters to reset your grid view.

Column Header More Options

Wave Grid gives you Excel-like flexibility, putting you in control of your data with ease. Each column header offers powerful actions like freezing, sorting, grouping, and helping you organize information just the way you need it. You can also insert or remove columns seamlessly within the familiar, spreadsheet-style interface for a highly customizable data experience.

Freeze/Unfreeze Column

• Keep a column visible while scrolling horizontally.

• Unfreeze returns it to its original position.

Group Columns

• Organize related fields by grouping columns together.

• Find out more about Column Group here.

Insert Field

1

Open the Insert Field Panel

Click Insert Field to open a pop-up showing all available columns for the selected object (e.g., Opportunity).

• Fields already present in the current grid will be pre-selected.

• You can search for fields using the search bar or filter by data type using the Data Type dropdown.

2

Refresh Object Fields (Optional)

If you don't see newly added fields in Salesforce, click Refresh to sync the latest metadata from Salesforce.

3

Add and Confirm

Select the fields you want to insert and click OK. The selected columns will be added to your grid.

For Standard Grids, adding a new column/field converts it to a custom grid, with a toast notification and rename prompt. Find out more about it here.

Remove Field

• Removes the selected field from the current grid view.

Sort

• Sort data in ascending (A–Z / 0–9) or descending (Z–A / 9–0) order.

Notes: When you sort using the column header, the sorting only happens on the records that are already loaded in the grid. No Salesforce call is made. Also, this kind of sorting is temporary and will reset if you refresh or reopen the grid.

These Header Action features make data handling in Wave as seamless and powerful as working in Excel, enhancing productivity while keeping your Salesforce data structured and accessible.

Want to understand how Header Sort compares to Toolbar Sort? See Sorting Overview

Lookup

The Lookup feature enables you to:

• See and update the account information from the Grid columns in a single click

• Change the relationships between two entities in a single click. For example, if you wish to change the account name for a contact or vice versa, you can do it in a single click.

Please find the information that will help you to use the Lookup feature.

Where it is available, the Lookup feature is denoted by its icon in the column header, as shown in the image below.

• In each field of such column, you will see the icon when hovering.

• The data matter in such a column will have a grey background.

You can use Lookup to change entity relationships. For example, let's change the account name for the Dickenson Mobile Generations opportunity.

1. Hover over its respective account name field and click on the Lookup icon.

2. A pop-up will show the list of all account names. Scroll down or search for the new account name and click on it.

3. The account name for the Dickenson Mobile Generations opportunity will be changed.

4. It will also perform the other applicable changes.

• The lookup feature will also enable you to view the entity details. For example, let's open the details for Account Name.

1. Instead of clicking on the Lookup icon, click on the account name written in a grey background.

2. The account details pop-up screen will open.

3. You can edit the details and save them if required.

Lookup Filters

Lookup fields in the grid now fully adhere to the filters applied in Salesforce, ensuring consistent data visibility and user experience in Salesforce. This configuration allows users to interact with more refined data sets, making it easier to find the necessary records.

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.