GridBuddy Cloud – Release Notes

Version 4.3 – August 2020

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.

  • 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

  • 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.

  • Added checkboxes to each group by header on the grid to easily check and uncheck data rows within each group.

Version 4.2 – July 2020

Grid

  • General improvements and bug fixes.

Version 4.1 – July 2020

Grid, Grid Wizard

  • Support for configuring Manager filter options on Grid Wizard page 3:

    1. There’s a new Record Ownership option called Manager’s Records. When selected, the grid will display records where the current user is the record Owner’s Manager. The Manager is specified in Setup under the User detail.
    2. There’s a new Filter by Field option called Owner.Manager, which supports literal and dynamic formula values. See the Filter by Formula section in the User Guide for supported formulas.<

Datasource

  • Auto-creates ReadyGrids for Salesforce datasource.When configuring salesforce data source. The grids created are –

    • Validity Account Management

    • Validity Campaign Management

    • Validity Case Management

    • Validity Contact Management

    • Validity Lead Management

    • Validity Pipeline Management

    • Validity Profile Management

    • Validity User Management

    • Validity Task Management – Salesforce
      Please contact [email protected] to get more information on ReadyGrids.

Version 4.0 – May 2020

Grid

  • General improvements and bug fixes.

Version 3.3 – April 2020

Grid, Grid Wizard

  • 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.
  • Cross-Object Related and Un-related Filters for Salesforce Datasource. You can now get more granular with your data and filter your grids in ways you never thought possible. Cross-object filters for Salesforce Datasource can be configured on page 3 of the Grid Wizard.

Version 3.2 – March 2020

Grid, Grid Wizard

  • 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.

Version 3.1 – March 2020

Grid

  • Support controlling and dependent picklists (including record-type picklists) for Salesforce data sources

Version 2.9 – October 2019

Datasource 

  • Auto-creates ReadyGrids for Salesforce datasource. The grids created are –

    • Validity Account Missing Addresses – Salesforce
    • Validity Campaign Management – Salesforce
    • Validity Contact Cleanse – Salesforce
    • Validity Contact Management – Salesforce
    • Validity Contacts with Missing Data – Salesforce
    • Validity Lead Maintenance – Salesforce
    • Validity Leads with Missing Data – Salesforce
    • Validity Sales Rep Pipeline – Salesforce
    • Validity Task Management – SalesforcePlease contact [email protected] to get more information on ReadyGrids.

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.

 

Version 2.8 – October 2019

Datasource 

  • Ability to support Single Sign-On for Salesforce Datasource.

Grid Wizard

  • Ability to hide unrelated (OXR) mapping fields on the grid.

Grid & Grid Wizard

  • Data Cards. Data visualization in AppBuddy Cloud 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.

 

Version 2.3 – May 2019

Grid 

  • Grid optimization and performance improvement

 

Version 2.1 – February 2019

Grid & Grid Wizard

  • Added the ability to enable or disable edits or creates for individual objects on a grid. This can be configured on step 2 of the Grid Wizard under Object Properties for selected objects. See Object Properties in the user guide for more details.

Grid Wizard

  • Renamed “Custom Code” to “Extensions”

 

Version 2.0 – January 2019

Organization

  • User Group based grid access. Use Groups to categorize users by business role, department, or a different segmentation, and then associate groups to relevant grids. Groups control grid visibility, restricting end-users to grids that are associated to their group. Groups are available under the Organization. See Group Management in the user guide for more details.

 

Version 1.9.1 – November 2018

Datasource

  • Ability to support the Shared User option for Salesforce datasources. This option is available on the Datasource page. Once enabled the Salesforce API will be accessed as the specified shared user and not as an individual user.

 

Version 1.9 – November 2018

Organization

  • Added Datasource name to the Manage Grids list
  • Improved performance on metadata refresh for Datasources of type SAP

Grid

  • Ability to resize parent and child columns by dragging the header.
  • Support for filtering lookup fields for SAP datasource.
  • Ability to support page-level summaries for parent object fields including sum, min, max, average. This capability is available on Grid Wizard 2 in the Field Properties widget.

 

Version 1.8 – October 2018

Grid Wizard 

  • Support for ownership based filtering for SAP objects, including: Account, Opportunity, ServiceRequest
  • Support for the date literals in conditional formatting rules, including: TODAY, YESTERDAY, TOMORROW.
  • Enhanced capability to select editable fields on the SAP Opportunity Appointment object.

Grid

  • Ability to filter by multiple comma-separated values for SAP numeric and text fields, using the “includes” and “contains” operators. This capability is available on Grid Wizard 3, and on the grid in the User-Defined Filter widget as well as field-level filtering.

 

Version 1.7 – September 2018

Organization

  • Filtering support of user list view for easier user management
  • Ability to hide active grids by default from the Grids tab and Grid drop down

Grid Wizard

  • Ability to clone a grid configuration

Grid

  • Improved currency support for Salesforce datasources with single currency or multi-currency enabled
  • Support for relative date filters for SAP and Salesforce datasources – in UI and in fpf/fpv parameters
  • Improved support for lookup fields for SAP datasources
  • Support for Note objects for SAP datasources

 

Version 1.6 – August 2018

Organization

  • Enhancement to SSO functionality to support more IDPs
  • Display Callback URL after enabling SSO

Grid

  • Support mass update for SAP complex types
  • Support for multiple fpf/fpv values to be set on a grid
  • Filtering enhancements for fpf/fpv URL parameters and SAP complex types
  • Support for relative date filters for SAP datasources
  • Enhanced support for the SAP objects: Opportunity Notes, Task Notes

 

Version 1.5 – June 2018

Organization

  • Ability to deactivate and reactivate users. See User Management in the User Guide for more details.

Grid

  • Ability to configure lookup functionality for SAP lookup fields. Contact [email protected] if interested in adding lookup fields to your grids.
  • Support for SAP numeric complex types in fpf / fpv URL filters.
  • Filter validation messaging improvements.

Grid Wizard

  • Usability improvements.

Global

  • Support for column sorting on list pages: Datasources, Grids (from both the Manage Grids and Grids tabs), Actions, Users, Login History.

 

Version 1.3 – April 2018

Organization

  • Support for using Single Sign On with the user Federation ID. See the configuration option on the Organization’s Profile page after enabling Single Sign On.

Grid

  • Support for SAP custom objects. Add custom objects by creating a Datasource with the type SAP Hybris, selecting the Custom OData Service option, and entering the Service URL. This custom object datasource will be available for configuration in the Grid Wizard. Custom object records can be viewed, edited, and created.
  • Support for SAP objects: Account Notes, Contact Notes, Opportunity Notes, Opportunity Attachments (read-only), Task Notes.
  • Handle SAP’s fields on Opportunity Item: Proposed Value (now read-only), Negotiated Value (Currency is read-only).
  • Enable the record detail action on the grid for SAP datasources, only applies to standard SAP objects that support this functionality.
  • Enhance the Single Sign On authentication flow for embedded Grids.
  • Support fpf/fpv parameters for SAP grids even if the fpf field is not present on the grid.
  • Support for hiding the parent row and relevant header elements when filtering by record id & fpf/fpv; use the hideParent=1 URL parameter. This option is only applicable when there’s a single parent record.
  • Improved error handling for id and fpf/fpv parameter scenarios.
  • Support mass updating on multi-picklist fields.
  • Real-time data-type specific validation on Grid inputs and relevant modules, including Field Filter, Mass Update, User-Defined Filters.
  • Improved datasource error messaging.

Grid Wizard

  • Real-time data-type specific validation on Grid Wizard inputs for Filters.

Datasource

  • Performance improvements when retrieving and caching SAP metadata.

Global

  • Adjusted session timeout to 1 hour, provide warning to user 5 minutes before session ends.
  • Styling, messaging, and usability improvements on the Login, Password, Organization, and Grid Wizard pages.

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