AppGrid: Grid View
Powerful query, filtering, personalization, and presentation features
that delight users, maximize productivity and increase user adoption
AppGrid has been designed to address the limitations of the Salesforce UI and provide an excpetional user experience to help users execute their workflows.
Let's take a tour of the AppGrid features and provide a detailed understanding of how to use the app.
The AppGrid time series view makes creating time-series data like budgets or forecasts easy, fast and intuitive. Users typically create this type of data in Excel where the records are displayed in columns and the attributes displayed in rows, and that is also how the AppGrid time series view works. One reason for this is that it is very useful to see how specific values change as a function of time. The other challenge is related to record creation.
With a list view, it is very unintuitive to create records one by one, as you have no context as to how that record relates to other records. And lastly, what we really want to do is create the entire budget or forecast in a single transaction just like what we would do in Excel. The good news is that the AppGrid time series view provides these capabilities.
Creating the Lightning Page
AppGrid is a Lightning Web Component. It can be placed into a Lightning page by itself, or in combination with other Lightning Web Components. AppGrid is responsive and the layout will adjust to the available space provided to it by the Lightning page. We recommend that the minimum size of the page component should be no less than 800px. Before deploying AppGrid, we recommend that you implement the AppGrid deployment best practices defined here:
Setting object preferences
For the best user experience, we recommend that each user define what objects (and relationships) they wish to see in the grid toolbar object selector. To open the object preferences wizard, click the ellipse button in the toolbar and select Objects from the dropdown menu. Check the objects you will use frequently in your workflows and uncheck the rest. The object selector will now allow you to navigate between your preferred objects.
Setting relation preferences
Relation preferences are used to define what subgrids are displayed when you expand a grid row. The relation preferences wizard is context sensitive to the current selected object. For example, if we currently viewing Accounts then the relation preferences wizard will allow us to define those preferences. To open the relation preferences wizard, click the ellipse button in the toolbar and select Objects from the dropdown menu. Click the Relationships tab. Check the relationships you will use frequently in your workflows and uncheck the rest.
Selecting objects
Click the grid toolbar object selector and choose an object you wish to work with. AppGrid will load the views, queries, row & column format preferences, calculated columns and object flows that have been previously defined for that object. AppGrid will auto-select the last view and query used and the grid will display the selected view and query data.
Selecting views
For each object, AppGrid allows you to create multiple views of various types, including a list view, grouped view or pivot view. If no views have been previously defined when you select a given object, AppGrid will create a default view automatically. To change the current view, select the desired view from the view selector. To create a new view, click the column manager button in the grid toolbar. The column manager wizard will open.
Selecting queries
For each object, AppGrid allows you to create multiple queries. If no queries have been previously defined when you select a given object, AppGrid will display a notification with a quick link to open the query wizard. When you select an object, AppGrid will load the previously defined queries into the query selector. To change the current query, select the desired query from the query selector. To create a new query, click the query wizard button in the grid toolbar. The query wizard will open.