Creating a Configuration

The core of AppColab Grid is its powerful configuration engine. You can create tailored grid views for any object without writing a single line of code.

To get started, navigate to the Grid Definitions tab in Salesforce, or click the + New Grid button from the Grid Browser tab.

Step 1: Grid Details

The first step defines the basic properties of your grid.

• Name: A unique identifier for your grid configuration (e.g., Account_Active_Grid).
• Label: The user-facing title of the grid.
• Default Page Size: Number of records to show per page (e.g., 10, 25, 50).
• Record Limit: The maximum number of records to retrieve (default is 1000).
• Row Selection Mode: Choose None, Single-Select, or Multi-Select.
• Parent Relationship Field: The specific API name of the lookup field used to map and filter related records if this grid is nested as a child grid.
• Frozen Column Count: Number of left-most columns to keep fixed while scrolling horizontally.
• Pagination Type:
  • Auto: Uses client-side for small datasets and server-side for large datasets.
  • Client-Side: Loads all matching records up to the Record Limit at once.
  • Server-Side: Fetches one page at a time directly from Salesforce (best for massive datasets).
• Enable Features: Toggle granular toolbar actions:
  • Edit Mode, Add Row, Delete, Search, Filter, Column Settings, Sort, Refresh, Reset Grid, Clone Records, Download CSV, Undo/Redo.
• Enable Row Actions: Manage per-row actions available to the user:
  • View Record, Edit Record, Delete Record, Show Files.

Step 2: Objects & Columns

Select the data you want to display.

1. Primary Object: Search for and select the main Salesforce object (e.g., Contact).
2. Add Fields: Use the field search to find fields. Click to add them to your selected columns.
3. Related Fields: You can deeply traverse relationships! You can navigate lookup relationships up to 5 levels deep to fetch parent context (e.g., Contact > Account > Owner > Manager > Name).
4. Reorder: Drag and drop the selected fields to change the column order.
5. Edit Formats & Overrides: Click the pencil icon on a selected field to access the Field Editor:
   • Rename: Change the column label.
   • Field Type Override: Override standard datatypes to complex components natively using Override Type. For example, display text dynamically as an interactive Mini Chart, render raw text to a clickable URL, or enforce a static Picklist onto a standard string field.
   • Conditional Highlighting Rules: Build advanced rules directly in the columns to dynamically highlight rows or specific cells conditionally based on row values (e.g., if Amount > 50000, highlight cell green).

Step 3: Filter

Define which records should appear in the grid by default.

• Field: Choose a field to filter on.
• Operator: Select Equals, Contains, Starts With, Greater Than, etc.
• Value: Enter the value to match.
• Logic: If you add multiple filters, you can define the logic (e.g., 1 AND 2 or 1 OR 2).

Step 4: Action Details

Add custom interactivity to your grid.

• New Action: Click to define a new action.
• Action Type:
  • Flow: Launch a Screen Flow.
  • Apex: Execute an Apex method.
  • URL: Navigate to a web page or standard record page.
• Location:
  • Top: Appears as a button above the grid.
  • Row: Appears in the action menu for each row.

Step 5: Child Grids

Show related data in a hierarchical view. If you have another Grid Configuration (e.g., for Cases), you can nest it here.

• Child Config: Select an existing Grid Configuration.
• Label: The tab name for the child grid.
• The system automatically handles the relationship mapping (e.g., showing Cases related to the current Account).

[PLACEHOLDER FOR GIF: CHILD GRID CONFIGURATION]

Step 6: Preview

Verify your configuration with real data. This step shows you exactly how the grid will look to end-users.

Once satisfied, click Finish to save your configuration.