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Release Notes

Version 6.15 – December 2018

New Features and Improvements

Category Description
Grid Enhancements to Editable Forecast View:

  • Dynamic updates to the Totals column and Grouping summary values for multi currency organizations
  • Ability to undo edited fields
  • Usability improvements related to summaries and many grouping columns
Grid Enhanced polymorphic Field Service Lightning lookup fields to search across User and Queue (Group). 
Grid Chart performance improvements on grids with large data sets
Grid Wizard Enhancements to Field Properties on Grid Wizard 2:

  • New option to hide the object name from flattened child object fields.
  • Increased the max character length to 40 for custom field labels.
Grid Wizard Added a warning message on Save and navigation actions when grid filters (admin and user-defined) are going to be deleted due to configuration changes.

Version 6.14 – November 2018

New Features and Improvements

Category Description
Grids Tab New Lightning component for the Grids tab, including Lightning Console Apps support
Grid Enhancements to Editable Forecast View:

  • Dynamic updates to the Totals column and Grouping summary values for single currency organizations
  • Display record count for grouped rows
Grid Enable record cloning when Data Card is enabled on the object
Grid Wizard Ability to suppress sharing rules for specific grid configurations. Email support@appbuddy.com to request access to the Enforce Sharing Rules feature, which is relevant if the use case requires visibility to all records regardless of the organization’s sharing rules. Once enabled, the option will appear on Grid Wizard 1 in the Data Management section.

Version 6.13 – October 2018

New Features and Improvements

Category Description
Grid Enhanced Data Card layout for wide fields
Grid Enhancements to Forecast View functionality:

  • Improved grouping and freeze column interaction
  • Support for column grouping summaries when date format is Day
Grid Enhancements to Detail Panel functionality:

  • Improved style for record selection
  • Improved validation and error handling
Grid IE11 usability improvements

Version 6.12 – September 2018

New Features and Improvements

Category Description

Grid

Detail Panel. If Forecast View is enabled, Data Card fields will appear in the Detail Panel on the grid. The Detail Panel can be launched through the “Open detail panel” action on the record through the ellipsis. Once the Detail Panel is open, click on other records to see the details for those records.

Grid

Enhancements to Forecast View functionality:

  • Support quarterly date format (Calendar Quarter and Fiscal Quarter) for column grouping

  • Show blank columns for quarters with no records

  • Display record counts for column groupings

  • Ability to filter and sort fields

  • Ability to launch record-level standard and custom actions

  • Improved UI for date and time fields

  • Added tooltips for formula and picklist fields

Grid

Additional support for Lightning Field Service objects:

  • Address

  • Asset Relationship

  • Assigned Resource

  • Associated Location

  • Location

  • Maintenance Asset

  • Maintenance Plan

  • Operating Hours

  • Product Consumed

  • Product Item

  • Product Item Transaction

  • Product Request

  • Product Request Line Item

  • Product Required

  • Product Transfer

  • Resource Absence

  • Resource Capacity

  • Resource Preference

  • Return Order

  • Return Order Line Item

  • Service Appointment

  • Service Crew

  • Service Crew Member

  • Service Resource

  • Service Resource Skill

  • Service Territory

  • Service Territory Location

  • Service Territory Member

  • Shipment

  • Skill

  • Skill Requirement

  • Work Order

  • Work Order Line Item

  • Work Type

Version 6.9/6.10/6.11 – August  2018

New Features and Improvements

Category Description
Grid

Enhancements to Forecast View functionality:

  • Editable Lookup fields
  • Translation support
  • Ability to freeze columns and headers
  • Conditional formatting
  • Improved UI for first level grouping
  • Default sort direction of ‘Ascending’ when a column grouping is selected
Grid Splitting Datetime field into separate Date and Time inputs
Grid “Open record detail” link clicked while in Console to open in Console Tab instead of Browser Tab
Grid Wizard, Grid Support for Contract Line Items object
Grid Export functionality no longer requires Flash
Grid Wizard The GridBuddy meta data service has been upgraded to disable TLS 1.0 and has a new URL: https://gridbuddy-meta-service.appbuddy.com. A new Remote Site Setting referencing the new URL has been added to the GridBuddy package, the Remote Site Setting with the deprecated URL has been removed.

Version 6.8 – July 2018

New Features and Improvements

Category Description
Grid Pass current filter into “Edit Admin Filters” action
Grid Enhanced mass create capability to support child record updates
Grid Wizard Additional scalability for highly complex Salesforce orgs (2000+ custom objects)

Version 6.6/6.7 – July 2018

New Features and Improvements

Category Description
Grid Unlimited Only Forecast View. Now you can configure grids to display data in a transposed view, rather than a hierarchical view. This makes it easier to compare and work with time-series data or data categorized by picklist values. A grid with Forecast View enabled is similar to a Salesforce matrix report, except all the data is editable. Configure Forecast View on page 3 of the Grid Wizard.
Grid Performance improvements to the Grids tab and Lightning Components

Version 6.5 – June 2018

New Features and Improvements

Category Description
Grid Editable support for the Time field type
Grid Support for encrypted Name fields in Lookup fields and searches
Grid, Grid Wizard Support for the Service Contracts object
Grid Freeze columns usability improvements

Version 6.4 – June 2018

New Features and Improvements

Category Description
Grid Support resize columns on the grid for child objects
Grid, Grid Wizard Global style updates to input fields
Grid Usability improvements to column-level Filter and Mass Update sections
Grid Updates  French and German translations
 Grid Wizard Improvements to messaging for long-running individual grid metadata refresh

Version 6.1 / 6.2 / 6.3 – May 2018

New Features and Improvements

Category Description
Grid, Grid Wizard

Support for Field Service Lightning objects, including: Assigned Resource, Resource Absence, Resource Capacity, Resource Preference, Service Appointment, Service Resource Skill, Service Resource, Service Territory, Skill, Work Order Line Item, Work Order, Work Type.

Grid, Grid Wizard

Support for the Account History object and all custom object History objects.

Grid, Grid Wizard

Global button style updates, and icons for grid buttons.

Grid

Enable the height of Grid and Tabbed Grid Lightning components to be configurable in the Lightning App Builder.

Version 6.0 – March 2018

New Features and Improvements

Category Description
Grid, Grid Wizard Unlimited Only Support for more than 40 fields on the grid
Grid New grid data styling including zebra striping and clearer row selections for improved usability
Grid, Grid Wizard Out of the box grids and newly created grids now have the following options enabled by default: User-Defined Columns, Export, Hide Related Objects, Editable Related Columns. Out of the box Opportunity grids also include conditional formatting, multi-object grids have an updated page size.
Grid, Grid Wizard Added support for standard objects: Approval, Approval History, Opportunity Field History

Version 5.12 / 5.13 – February 2018

New Features and Improvements

Category Description
Grid,Grid Wizard Added language support for: Hungarian, Turkish
Grid, Grid Wizard Updated language translations for: Chinese, French, German, Italian, Japanese, Portugese, Russian, Spanish, Ukrainian
Grid Wizard Updates to Lead History object support.

Version 5.11 – February 2018

New Features and Improvements

Category Description
Grid, Grid Wizard Turn the Editable Related Columns feature on by default when adding new child objects to a grid definition in the Grid Wizard.
Grid, Grid Wizard Support for Salesforce Shield.
Grid Support for the Lead History object.
Grid Wizard Grid Wizard performance optimization.

Version 5.10 – January 2018

New Features and Improvements

Category Description
Grid Wizard Ability to refresh meta data for an individual grid. Navigate to page 1 of the Grid Wizard of a selected Grid and click the “Refresh Grid Meta Data” link next to the Grid name.
Grid, Grid Wizard GridBuddy Lightning Components are now supported in Communities.
Grid Wizard GridBuddy record locking can now be disabled by selecting the option on the Grid Wizard landing page.

Version 5.7 / 5.8 / 5.9 – November 2017

New Features and Improvements

Category Description
Grid, Grid Wizard Custom Themes.  Create new custom themes to personalize your grids. Color different elements of the grid in a point-and-click wizard without coding. Match your corporate branding or visually differentiate between grids of different departments.
Grid, Grid Wizard Sort Groupings by Summarized Fields.  Now when grouping grid data you can order groups by summarized fields (SUM, MIN, MAX, AVG, or record count).  For example, group your Leads by Campaign and sort by record count to find your highest yielding Campaigns.  Or group your closed Opportunities by Account and sort by sum of Amount to find your top customers.
Grid, Grid Wizard, Charts Tile Chart Type.  Added a new chart type to display a summary based on your grid data. For example, show the number of cases you closed this week, or a summary of the Opportunity Amounts for the quarter.
Grid, Grid Wizard GridBuddy now provides Lightning Components for including Grids and GridBuddy Tabbed Pages in the Lightning Experience. The two new components are called GridBuddy Tabbed Page and GridBuddy Grid and are available in the Lightning App Builder.
Grid, Grid Wizard Updated the standard GridBuddy UI to be more in line with the Lightning experience. The Lightning styles option on the Grid Wizard Landing page has been deprecated.
Grid, Grid Wizard

Added support for additional languages:

  • Ukrainian
  • Italian

Also, added additional translations for:

  • Japanese
Grid, Grid Wizard Added support for a new standard object: AccountContactRelation. This object is available in organizations with the setting, “Allow users to relate a contact to multiple accounts” is enabled.
Grid Wizard Added a field counter on step 2 of the Grid Wizard.
Grid, Editable Related Column The Editable Related Column widget is now draggable.

Version 5.6 – August 2017

New Features and Improvements

Category Description
Grid

Added new date quick filters:

  • Last Month
  • Next Month
  • Last Fiscal Quarter
  • Last Calendar Quarter
  • Next Fiscal Quarter
  • Next Calendar Quarter
Grid There is a new GridBuddy Usage Dashboard that can be used in the Lightning experience.
Grid Show sign for cells that are percent type and read only.
Also shows sign in Summary rows and Group By rows which include an “Average”.
Grid Change Save messages to toast messages.  Grid-level save messages now appear as a toast overlaying the grid that can be dismissed.
Grid Highlight the current row when launching a record-level action to keep the action in context. The current row will appear checked.
Grid Global picklist dependencies are now supported.
Grid

Support for additional languages:

  • Chinese (simplified)
  • Russian

Version 5.4 – June 2017

New Features and Improvements

Category Description
Grid, Charts, Conditional Formatting, Grid Filters Metadata Panel. Now you can easily view the current filters on your grids via the Metadata Panel. Access the Metadata panel by clicking the info icon at the top right of grids. Conditional formatting rules have also been moved to the Metadata panel.
Grid GridBuddy Usage Tracking. Now you can see analytics on how often your grids are being used and by whom on the preconfigured GridBuddy Usage dashboard. Additional reports/dashboards can be configured to show relevant information that’s important to you.
Grid Record locking prevents users from overwriting each other’s changes by notifying them when someone else modified the same record before them.
Grid, Grid Wizard Added ability to specify the height of textarea fields on the grid.
Grid Added the ability to undo changes to fields on the grid by clicking an undo icon.
Grid Group by headers now freeze as you scroll the grid.
Configurable Grid Tabs Now when creating tabbed pages they will be accessible in the Lightning experience by default.
Grid, Grid Wizard Added support for a new standard object: Topic.
Grid Now the Edit Settings, Edit Fields, and Edit Admin Filters links under the More menu on grids will only appear if the current user has access to the Grid Wizard pages.
Grid, Grid Wizard, Conditional Formatting Usability and style enhancements, including: updated icons on the grid, updated error and success message styling on the grid and grid wizard, updated colors for conditional formatting rules.

Version 5.3 – March 2017

New Features and Improvements

Category Description
Grid Freeze Columns. Added the ability to freeze columns so they are always visible on the screen while the user scrolls the grid.
Grid, Grid Wizard, Object-Cross Referencing Unlimited Only Added the ability to link the Line Item Schedule object via Object Cross-Referencing to Opportunity, so Line Item Schedule can be displayed as a child of Opportunity on the grid.
Grid, Grid Wizard

Support for new standard objects:

  • Case Milestone
  • Case Team
Grid, Editable Related Column Data Cards are now supported in the Editable Related Column widget.

Version 5.2 – January 2017

New Features and Improvements

Category Description
Grid, Grid Wizard Unlimited Only Data Cards. Data visualization in GridBuddy just got more powerful with Data Cards. Now you can configure primary fields that you always want to show on grids, and Data Card fields that are hidden initially. Data Card fields are accessed by clicking the Data Card icon in a grid row, and display in a section underneath the primary fields.
Grid, Grid Wizard, Custom Code Unlimited Only Custom Code Integrator. Now you can create, edit, and delete custom code from within the Grid Wizard, rather than in static resources. Custom code can be easily selected for grids on page 1 of the Grid Wizard.
Grid Unlimited Only Editable External Objects. Editing External Objects in GridBuddy is now generally available. You can easily manage your Salesforce data and data from your external systems in one grid view.
Grid, Grid Wizard Quick Filters. Now you can configure filter buttons to show at the top of the grid to allow for simple and smart filtering.
Grid, Grid Wizard All inputs on grids and in the Grid Wizard have new styling.
Grid, Lookup Fields Lookup search dialogs now contain new search options: all keywords, any keywords, and exact phrase. This allows greater ability in filtering lookup search results.
Grid In orgs that have multi-currency enabled, if a grid has group by enabled, and has aggregated currency fields, and all records on the visible page have the same currency, then aggregate values will be shown in the currency of the records on the page, rather than the org’s corporate currency.
Grid Wizard, User-Defined Filtering, Field Actions Filter values can now be greater than 200 characters on page 3 of the Grid Wizard, and in the Filters widget and the Field Actions widget on the grid.
Grid Now when creating Opportunity Products on the grid, the “Supply Default Opportunity Line Item Values” feature is respected when enabled in the org.

Version 5.1 – October 2016

New Features and Improvements

Category Description
Configurable Grid Tabs Updated page header styling for pages generated by Manage Tabbed Pages.

Version 5.0 – September 2016

New Features and Improvements

Category Description
 Grid, Grid Wizard Unlimited Only Flat View. Now you can configure grids to show child data in a flat view, rather than a hierarchical view. For example, see Accounts and their related Opportunities in the same row, and inline edit them as you would on any GridBuddy grid. Flat View is analogous to a multi-object Salesforce report in the Tabular format.
Grid, Grid Wizard Unlimited Only beta Editable External Objects. External objects available via Salesforce Connect® are now editable in GridBuddy. You can easily manage your Salesforce data and data from your external systems in one grid view.
Grid, Grid Wizard,  Editable Related Column Added the ability to give objects and fields new labels for display on grids. Also, added the ability to give Editable Related Columns a new label. Read more in the Object Level Settings and Field Properties sections of the User Guide.
Grid The grid header was reorganized and updated to be sticky on top of the screen, no matter where you are on the grid. This helps keep context of the data you are navigating and keeps grid controls in view at all times. A sticky grid footer was also added for additional grid controls and for displaying information about the result set.
Grid, Charts Moved GridBuddy charts from being inline at the top of the grid, to be in a slide out icon. The chart icon is always available wherever you are on the screen.
Grid, Grid Wizard You can now enable Lightning styles for GridBuddy. Check the “Enable Lightning styles” checkbox in Grid Wizard 1 to apply Lightning styles in GridBuddy.
Grid Wizard, Grid, Conditional Formatting Conditional Formatting rules now accept blank values. You can set up a rule to color your fields if there’s no value specified.
Grid, iPad Updated grid styles on iPad.
Grid, Formula Mass Update Added support for decimals in the formula mass update widget.
 Grid Removed the functionality to sort grids by clicking column headers. To sort grids click the gear icon to open the Field Actions widget.

Version 4.11 – August 2016

New Features and Improvements

Category Description
 Grid Unlimited Only Multiple fpf/fpv parameters. Previously, we introduced the fpf/fpv URL parameters that allowed custom grid filtering. Due to popular demand, we can now support up to five fpf/fpv params in grid URLs. The first pair will remain fpf/fpv so you don’t have to modify your existing grids, the second pair can be added as fpf2/fpv2, etc.
Grid, Mass Update Formula Mass Update. Added the ability for users to apply formulas when mass updating currency, double, integer, percent, date and date time fields on the grid. For example, add one week to a list of project task due dates.
Grid Wizard, Grid Editable Related Columns. Streamline your multi-object grids: bring your related records up as a new column on the parent to create a multi-object experience on a single row. Click on the new column to see the entire child section, only when you want to see it.
Grid Wizard, Grid, Conditional Formatting Conditional formatting just got better! Now we support text, long text, formula and checkbox fields. You can now also configure formatting on blank values. For example, show me all Opportunities that don’t have a next step.
 Grid When you drag to resize a column on a grid, it will persist between refreshes.

Version 4.10 – July 2016

New Features and Improvements

Category Description
Grid, Grid Wizard, Object Cross-Referencing Unlimited Only Cross-Object Filters for Cross-Reference Objects. You can now get more granular with your data and filter your grids in ways you never thought possible. Cross-object filters for cross-reference objects allow you to filter parent records by whether or not parents’ have those cross-reference objects. For example, you can filter a grid to only show Accounts that have Leads from the same company. Cross-object filters for cross-reference objects can be configured on page 3 of the Grid Wizard.
 Grid Mass Create. Create multiple records at the same time with the values you specify. You can create multiple parent records with related records associated to them. You can also create multiple related records associated to existing parent records you select. For example, mass create new Opportunities under your existing accounts!
Grid, Fast Filters, Mass Update Field Actions.  You can now quickly sort, filter, and mass update fields using the Field Actions widget.  Click to the gear icon in column headers to access the widget.
Grid, Grid Wizard Support for External Objects. You can now configure grids with Salesforce External Objects. Seamlessly add an external object as a grid parent or a cross-reference child.
Grid, Grid Wizard Added the ability to configure whether the Salesforce header and sidebar show on a tabbed grid page.
Grid, Grid Wizard Accessibility updates for screen readers for the visually impaired.

Version 4.9 – June 2016

New Features and Improvements

Category Description
Grid, Grid Wizard Added links that allow the user to jump to any Grid Wizard page from the grid.
Grid Resize columns by dragging: Resize a grid column by simply dragging it in the header.
Grid Updated the styling of field help text on the grid.

Version 4.8 – May 2016

New Features and Improvements

Category Description
Grid, Grid Wizard Added the ability to toggle between a single-object and multi-object grid.  Easily show and hide child object sections and individual child objects with the new Show menu on the grid.  Expand and collapse child sections under individual parents using the new arrow icon in grid data rows.
Grid Configurable grid tabs. Creating a tabbed page of grids has never been easier. Use our point and click configurator to select the grids or Visualforce pages you want to include in your tabs, and we will generate a new page for you. These can then be embedded in record detail pages.
Grid  Lasso select. Select rows just like you would in Excel.
Grid

 Support for additional languages:

  • Portuguese
  • Spanish
Grid, Grid Wizard Added the ability to expand and collapse group by sections on the grid.  This can also be configured on page 1 of the Grid Wizard.
Grid Added checkboxes to each group by header on the grid to easily check and uncheck data rows within each group.
Grid When creating Opportunity Products on the grid the Quantity field is now defaulted to 1.
Grid, Grid Wizard Added support for creating Campaign Members on the grid.

Version 4.7 – April 2016

New Features and Improvements

Category Description
Grid, Grid Wizard Group By. Grids can now be grouped by fields to easily visualize which records have certain values. Groupings are configured on page 3 of the Grid Wizard. Aggregations can also be configured to display within groupings. For example, you can group an Opportunity grid by Account Name and Stage, and show the sum of the Opportunity Amount for each group. Read more about configuring group by fields and aggregations, and groupings on the grid. As part of this enhancement we updated the grid parent and child header colors, and also the hover color when hovering over grid rows.
Grid, Grid Wizard

Conditional Formatting.

  • Relative dates are now supported. Use relative dates like TODAY, YESTERDAY, and TOMORROW when creating conditional formatting rules.
  • Formatting on cross-reference objects is now supported.
Grid The lookup search now contains a new Exact Match option that enables you to see results matching the exact search keyword instead of a partial keyword.
Grid Wizard The breadcrumb steps at the top of the Grid Wizard pages are now linked, so it’s easy to jump to any page of the Grid Wizard from any other Grid Wizard page.
Grid Removed the Account Rating, Account Site and Lead Rating fields from the grids created on install.
Grid The More menu now opens on hover.
Grid, Grid Wizard

Support for new standard objects:

  • Entitlement
  • Quote
  • Quote Line Item
Manage Actions Moved the tooltip text for each action field to an info icon next to the field.
Grid Moved the record-level “Clone record” action above the “Create related records” action.

Version 4.5 / 4.6 – February 2016

New Features and Improvements

Category Description
Grid, Grid Wizard Object Level Settings. Added the ability to enable or disable creates, edits, or deletes for individual objects on a grid.
Grid, Grid Wizard Conditional Formatting. Format a field based on a condition. For example, if the Opportunity Amount is greater than 1000, set the background color to green. Specify the background color, text color and other text formats on a cell or on the entire row.
Grid Inline Clone. Clone any record on the grid with just one click.
Grid, Grid Wizard Added support for additional relative “ago” date filters.
Grid The configure link that takes the user to the Grid Wizard has been moved under the “More” menu on the grid.
Grid Wizard – Field Selection Added a message to the 2nd pane (Choose Fields) when all fields have been selected for an object and there are no additional fields for selection.
Grid Renamed the “Cancel” button to “Read Only” on the grid.
Grid, Grid Wizard Increased the API version of GridBuddy to 27. Starting with API version 26, the Event Relation object replaces the Event Attendee object, and the Event Attendee object is no longer visible. When upgrading to GridBuddy version 4.6 your existing grids that use the Event Attendee object will be converted to use the Event Relation object. Your Event Attendee data will be visible under the Event Relation object.

Version 4.4 – January 2016

New Features and Improvements

Category Description
Grid Wizard – Field Selection On step 2 of the Grid Wizard, added a search box at the top of the Choose Fields section to quickly find fields.
Grid, Grid Wizard, Manage Folders, Manage Actions Support for the Salesforce Lightning Experience. All GridBuddy pages are now fully supported in the Lightning Experience.
Grid Changed the create new icon on grids to a blue New link.
Grid When creating new Opportunity Products, the Sales Price and List Price are now auto-populated with the List Price from the related Pricebook Entry.
Charts Changed the default colors in charts so that adjacent ones have more contrast.
Grid Renamed the More Actions button to More.

Version 4.4 – January 2016

New Features and Improvements

Category Description
Grid Wizard – Field Selection On step 2 of the Grid Wizard, added a search box at the top of the Choose Fields section to quickly find fields.
Grid, Grid Wizard, Manage Folders, Manage Actions Support for the Salesforce Lightning Experience. All GridBuddy pages are now fully supported in the Lightning Experience.
Grid Changed the create new icon on grids to a blue New link.
Grid When creating new Opportunity Products, the Sales Price and List Price are now auto-populated with the List Price from the related Pricebook Entry.
Charts Changed the default colors in charts so that adjacent ones have more contrast.
Grid Renamed the More Actions button to More.