Data Interaction
Last updated
Last updated
Efficient data management is key to a seamless workflow, and Valorx Wave offers multiple ways to interact with your data. Whether you need to update entity relationships, customize layouts, or perform bulk actions, these features help streamline your experience.
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.
Hover over its respective account name field and click on the Lookup icon.
A pop-up will show the list of all account names. Scroll down or search for the new account name and click on it.
The account name for the Dickenson Mobile Generations opportunity will be changed.
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.
Instead of clicking on the Lookup icon, click on the account name written in a grey background.
The account details pop-up screen will open.
You can edit the details and save them if required.
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.
Valorx Wave allows various types of row operations, including:
Hovering on the Sr. No. Column will show the Expand icon. Use it to expand and edit the record details.
When you click on the Expand icon, the Record Details screen will open as shown in the image below.
The Details tab will open by default.
The Object Information title shows the record's Object name, i.e., Account Information, Opportunity Information, etc.
The other tabs show more details about the record. For example, the image shows orders, contacts, contracts, opportunities, cases, and partners related to the account Aaron Bergman. If there are no associated records in Salesforce for the account, those tabs are shown deactivated. For example, the image shows Open Activities, Activity History, and Notes.
Use the Field Layout icons to change the visual layouts of the fields.
If you make any changes in the Record Details screen, the Changes button will appear. Click it to preview the Changes. You can revert any changes if required.
Editing a layout allows user to customize the appearance and arrangement of fields to better suit user's workflow. By selecting and organizing fields, user can create a layout that meets specific needs and enhances overall user experience.
Use the "Edit layout" button to edit the layout properties or make a custom layout.
In the "Layout Properties" tab, rename the layout as needed and save your changes.
Users can customize the layout by adding Object Fields, Design Elements, and Related Lists. Click the '+ Add Element' button at the bottom left, then drag and drop the selected elements into the desired positions within the layout.
Users can rearrange any element by clicking the a "drag handle" (six dots) and dragging it to the desired position. To delete an element from the layout, simply click the dustbin icon.
Once you've finished editing and customizing the layout, click "OK" to save your changes.
Right-click on any cell to open the Right Click menu, as shown in the image below. You can perform the respective operations using the Right Click menu.
Click on any cell of the column having a Picklist drop-down icon on the column header. Click on it again to open the picklist and edit the record by selecting another value if required.
Picklist drop-down
The icon on the column header indicates that the Picklist drop-down is available for this column
Click any cell of the column with the Calendar icon on the column header. Click the Calendar icon to make changes to the date record.
Hovering on the Object Name cell will show the Activity icon. Click on it to see, edit, and create activities related to the record.
The record will be visible in the Attachment column if it already has an attachment. Hovering over any field in the Attachment column shows the message Drop files here. You can upload or drop the file to attach it to the record.
Use the Expand icon to expand the attachment details.
The Attachment Details screen shows information about all attachments of the record segregated as All, Documents, and Media. Use the screen to download or delete the attachments.
You can perform the following Excel-like operations in Wave Spreadsheet:
Drag and Fill
Double-click the Drag Icon to copy records in the column cells. This feature makes copying record values in Valorx Wave as swift as Excel and Google spreadsheets.
The Drag icon appears when you click on any cell.
You can double click the Drag icon to copy the record values in the column cells.
If all column cells are empty, the record value of the selected cell will be copied to them.
If values exist in a few cells, the Fill Option message will appear, as shown in the image below. The user can choose the fill options as per requirements.
Note: This feature will not be available to the Boolean fields (The fields with the checkbox or tick mark).
Add button helps you to perform multiple functions such as:
Entering a single record (new row) in the Grid.
Entering Multiple records at a time.
Adding Related List(s).
Adding new Fields related to the Object in the grid.
Choose Related List Display Options:
Hierarchical Grid – Displays related records in a structured, expandable format.
Right Panel – Shows related records in a side panel for easy reference.
Default Hierarchical View:
For Global, Custom, and Standard grids that include a related grid (master-detail), the related list will automatically open in Hierarchical view, providing a clear, nested display of your data.
Alternate Right Panel View:
Users have the option to switch to the Right Panel view if that layout better suits their workflow. Note: This is not applicable for Salesforce and Shared grid.
