🔍Data Interaction

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.

Row Operations

Valorx Wave allows various types of row operations, including:

• Expand Row Details

• Right Click Operations

• Other Operations

• Excel-like operations

Expand Record Details

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.

1. The Details tab will open by default.

2. The Object Information title shows the record's Object name, i.e., Account Information, Opportunity Information, etc.

3. 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.

4. 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.

Edit Record Details Layout

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.

1. Use the "Edit layout" button to edit the layout properties or make a custom layout.

2. In the "Layout Properties" tab, rename the layout as needed and save your changes.

1. 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.

1. 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.

2. Once you've finished editing and customizing the layout, click "OK" to save your changes.

Right Click Row Operations

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.

Other Operations

1. 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.

1. Picklist drop-down

2. The icon on the column header indicates that the Picklist drop-down is available for this column

1. 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.

1. Hovering on the Object Name cell will show the Activity icon. Click on it to see, edit, and create activities related to the record.

1. 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.

Excel-like Operations

You can perform the following Excel-like operations in Wave Spreadsheet:

• Resize columns

• Copy and paste records from one cell to another cell

• Drag and fill

• 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

Add button helps you to perform multiple functions such as:

1. Entering a single record (new row) in the Grid.

2. Entering Multiple records at a time.

3. Adding Related List(s).

4. Adding new Fields related to the Object in the grid.

Related List Display Options

• 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.