Salesforce Grid Element

In this guide, we will explain how you can use Salesforce Grid Element on your Formyoula Form. If you have any questions, please email us support@formyoula.com.

From Slitecom
To start with, Drag and Drop a "Salesforce Grid" element from the Tab “Salesforce” under “Drag and Drop Fields” on your form.From Slitecom

Click on the pencil icon to edit the field properties.

From Slitecom

From Slitecom

Here is the explanation of the fields:

FieldDescription
LabelThe Label field is simply used to give a name of the Grid Element.
ObjectThis field corresponds to Salesforce objects. Example:Account/Contact etc.
Select Field:By default, only the record name field will be displayed for resultant records. You can add any object field for example 'Name, Phone, CreatedDate, Custom_Field__c'. Please use the Salesforce field API names.
OwnershipAllows searching all records or only display User owned records. All Records/My records
Owner Id Field (Optional)Change the default owner id field for record assignments. For example Assigned_To__c.
RecordFilter(Optional)Just like Salesforce reports, you can filter the record search using Salesforce SOQL syntax.  For example, StageName = 'Closed Won' AND CloseDate <= Today AND Custom_Field__c != 'Example Value'. Please reference Salesforce SOQL documents for other examples.
Returned Record Count(Optional)This option displays the number of records fetched By default, it will be ten records.
OrderBy(Optional)Select the Object field that will be used to order results Example: CreatedDate DESC
Records Per RowYou can manually select the number of records that will be displayed in a row on the form.
Record Min Height(px)This is to set the minimum height of column of the grid on the form.

Custom Grid Record Fields:

This property allows you to give alias names to the Grid Fields. Click on the right arrow to expand the tab. Click on “Add Column” button to add columns.

Note: Before adding custom grid field names, please select the Salesforce Object and click on Apply Changes. You will then be able to see the API Names to match Custom columns names.

From Slitecom

Advanced:

To set the properties for using records Offline, click on the “Advance” Link and fill in the desired properties in the fields.

FieldDescription
Formyoula Parent FieldThis will be the value of the parent record for populating related child records in Grid.
Salesforce Parent FieldThis is the Salesforce API name of the parent field. Example: AccountId for a Grid
Record Select ActionThis field is used to set the action that should be followed on click of the Grid column. It could be moving to next page, submit or any other action chosen from the picklist.
Next/Back Page # (Optional)You can provide a page number for the form to navigate to. Select action Next for this to work.

Offline Sync Filter: Just like Salesforce reports you can filter the record search using Salesforce SOQL syntax. For example, StageName = 'Closed Won' AND CloseDate <= Today ANDCustom_Field__c != 'Example Value'. Please reference Salesforce SOQL documents for other examples.

Offline Record Filter: You can filter the records search using a JavaScript function. For example, see the screenshot below:

From Slitecom
Also, Please find below the demo video link of offline browser app that demonstrates the grid element:


For any questions please contact us - support@formyoula.com.  

Getting Started

  1. Create a Salesforce Form
  2. Purchasing Formyoula Licences
  3. Convert Salesforce objects to Formyoula forms
  4. Adding Users And Form Sharing
  5. Exporting All Form Entries To Excel
  6. Form Sharing
  7. Form Mass Sharing
  8. Conditional Fields
  9. Sign In To Formyoula Mobile With Partner and Communities Users
  10. Enable Salesforce Object Access for Chatter Free Users and Other Salesforce Users With Limited or No Access to Objects
  11. Create custom branded PDFs using the Formyoula PDF Editor
  12. Import Users From a CSV File
  13. Download Captured Form Entries as a CSV File
  14. Export Your Formyoula Forms From Your Sandbox and Import Them Into Your Salesforce Production Environment
  15. Create a Custom User Login Email Template for Your New Users
  16. The Difference Between Salesforce and Formyoula User Types
  17. Math Formula Field - For Simple Mathematical Calculations
  18. Custom Navigation Buttons
  19. Create Forms and Capture Form Entries in Any Language
  20. Formyoula Features
  21. How To Skip Form Pages Using Formyoula Custom Navigation?
  22. Change Salesforce Integration User By Changing Form Ownership
  23. Delete Users
  24. Restrict The Formyoula Users Page to Admin Users Only
  25. Assign Admin Privileges to Formyoula Users
  26. Edit Form Entries Directly From Your Dashboard To Resubmit Them
  27. Display Repeat Group Entries In Custom PDF Template Using Merge Fields
  28. Define dependencies between fields (e.g., dependent picklists)
  29. Formyoula Github Integration
  30. PDF Upload Form Element Guide
  31. How to Edit user Details and add Custom Attributes
  32. Installing Formyoula Mobile Web App on Windows and Mac desktop
  33. Salesforce Grid Element
  34. Graphic Element Base64 Option
  35. Auto Submit Element
  36. Salesforce Offline Record filter

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