GridBuddy Cloud Release Notes

Version 7.4.0 – October 2021

Grid, Grid Wizard

  • New Features
    • Ability to search records on a page
  • Enhancements
    • Various Enhancements to the Import Related lists feature:
      • Support for Contact Roles related object
      • Support for Opportunity Line Item related object
      • Support for Tasks and Events related object
      • Ability to display and remove related objects that are defined on the page layout selected
      • Ability to reorder related objects
      • Grids generated will include required fields for the related object
  • Bug Fixes
    • Addressed several bugs for Dynamics Datasources
    • Addressed an issue where Converted Leads where appearing in Salesforce Lead Grid

    Version 7.3.0 – September 2021

    Grid, Grid Wizard

    • New Features
      • Ability to configure Grouping for Dynamics Parent Objects
      • Ability to Migrate Forecast View Grids from Gridbuddy to Gridbuddy Cloud
    • Enhancements
      • Updated the OAuth Authentication flow after Datasource creation
    • Bug Fixes
      • Addressed a display issues for Currency fields for SAP Datasources
      • Addressed several bugs for Dynamics Datasources
      • Addressed a display bug in Forecast view
      • Addressed a pagination issue on the Select Actions section of Grid Wizard 2
      • Addressed an issue with cross object filtering for Does Not Have conditions
      • Addressed an Update issue caused by Salesforce Validation Rules
      • Addressed an issue with Advanced Filter Conditions and Relative Dates

      Version 7.2.0 – July 2021

      Grid, Grid Wizard

      • New Features
        • Ability to update Sums and totals pre-save on Forecast View. Also Factoring in Multi Currency Enabled Salesforce Datasources
        • Support for additional relative dates in User defined filters, Grid filters, Conditional Formatting and Quick Filters for Salesforce, Dynamics and SAP Datasources
          • N_FISCAL_QUARTERS_AGO:n
          • N_FISCAL_YEARS_AGO:n
          • THIS_FISCAL_QUARTER
          • LAST_FISCAL_QUARTER
          • NEXT_FISCAL_QUARTER
          • NEXT_N_FISCAL_​QUARTERS:n
          • LAST_N_FISCAL_​QUARTERS:n
          • THIS_FISCAL_YEAR
          • LAST_FISCAL_YEAR
          • NEXT_FISCAL_YEAR
          • NEXT_N_FISCAL_​YEARS:n
          • LAST_N_FISCAL_​YEARS:n
      • Bug Fixes
        • Addressed a display issues for lookup fields in Forecast View
        • Addressed an alignment issue for currency fields in Forecast View
        • Addressed a Dynamics Grid Pagination issue
        • Addressed a Dynamics child object count issue
        • Addressed a format issue for Last Modified date on the Manage Actions page

      Version 7.1 – July 2021

      Grid, Grid Wizard

      • New Features
        • Ability to reference Salesforce Lightning Quick Actions from GridBuddy Cloud grids
        • Ability to generate Tabbed Pages with Grids from Multiple Related Lists across Multiple Salesforce Objects
        • Ability to launch the release notes from the Organisation Page
      • Bug Fixes
        • Address display issues for calendar widget in Forecast View Mass Update
        • Addressed display issues with 3 Level grids custom code configuration

      Version 7.0 – June 2021

      Grid, Grid Wizard

      • New Features
        • Ability to generate multiple Grids from multiple Salesforce List Views
        • Ability to apply Mass Updates to selected records whilst in Forecast View
        • Ability to Group Child objects for Salesforce
        • Ability to launch Help Centre from the Manage Grids Tab
        • Ability to identify Datasource last metadata refresh status
      • Enhancements
        • Increase Max Record limits to 100,000
        • Improvements to allow for Salesforce Territory Management as an object on a Grid
        • Related object record label to display as plural
        • Ability to Prompt User to Select from a list of Accounts when using Salesforce OAuth
        • Ability to pass dynamic URL parameters from the Salesforce page to embedded GridBuddy Cloud grids and tabbed pages

      Version 6.1 – June 2021

      Grid, Grid Wizard

      • Some minor enhancements and bug fixes
      • New Feature
        • Ability to support fiscal year/quarter relative dates in Conditional Formatting rules for Salesforce, Dynamics and SAP Datasources
          • THIS_FISCAL_QUARTER
          • LAST_FISCAL_QUARTER
          • NEXT_FISCAL_QUARTER
          • NEXT_N_FISCAL_​QUARTERS:n
          • LAST_N_FISCAL_​QUARTERS:n
          • THIS_FISCAL_YEAR
          • LAST_FISCAL_YEAR
          • NEXT_FISCAL_YEAR
          • NEXT_N_FISCAL_​YEARS:n
          • LAST_N_FISCAL_​YEARS:n
        • Ability to support AGO relative dates in Conditional Formatting rules for Salesforce, Dynamics and SAP Datasources
          • N_DAYS_AGO:n
          • N_WEEKS_AGO:n
          • N_MONTHS_AGO:n
          • N_QUARTERS_AGO:n
          • N_YEARS_AGO:n
        • Support for additional relative dates in User defined filters, Grid filters and Quick Filters for Salesforce, Dynamics and SAP Datasource
          • LAST_90_DAYS
          • NEXT_90_DAYS
          • LAST_N_DAYS:n
          • NEXT_N_DAYS:n
          • LAST_WEEK
          • NEXT_WEEK
          • LAST_N_WEEKS:n
          • NEXT_N_WEEKS:n
          • LAST_N_MONTHS:n
          • NEXT_N_MONTHS:n
          • NEXT_YEAR
          • LAST_N_YEARS:n
          • NEXT_N_YEARS:n
          • LAST_N_QUARTERS:n
          • NEXT_N_QUARTERS:n
          • N_DAYS_AGO:n
          • N_WEEKS_AGO:n
          • N_MONTHS_AGO:n
          • N_QUARTERS_AGO:n
          • N_YEARS_AGO:n

      Grid, Grid Wizard

      • New Feature
        • Ability to filter grid list by Datasource ID
        • Ability to support “sfname” URL parameter
        • Ability to Export Grid Records and Related Objects for Salesforce, Dynamics and SAP Datasources
        • Ability to implement Just-In-Time User Provisioning for SSO

      Version 5.9 – May 2021

      Grid, Grid Wizard

      • Some minor enhancements and bug fixes
      • New Feature
        • Ability to select Today as an option in Date Time fields when editing so that you can easily input todays date
        • Ability to include multiple values in FPF and FPV filtering within the URL

      Version 5.8 – April 2021

      Grid, Grid Wizard

      • Added capabilities for MS Dynamics Datasources
      • Additional relative dates for filtering in Grid Wizard step 3:
        • TOMORROW
        • YESTERDAY
        • THIS_WEEK
        • THIS_MONTH
        • LAST_MONTH
        • NEXT_MONTH
      • Ability to create an OData Datasource
      • Bug fixes and user experience improvements for Salesforce and Microsoft Dynamics Datasources

      Version 5.7 – March 2021

      Grid, Grid Wizard

      • Ability to connet to a Microsoft Dynamics 365 Datasource. Instructions available in the GridBuddy Cloud for Dynamics Startup Guide.

      Version 5.6 – March 2021

      Grid, Grid Wizard

      • Microsoft Dynamics Datasource enhancements and general bug fixes.

      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 Datasource. 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 Datasources

      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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