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Multi-Tabular ActionGrid

Use ActionGrid Setup to create a tabbed interface with any ActionGrid℠ underneath each tab. These are configured as Visualforce pages. You can embed them on a page layout to replace related lists. Or you can create a top-level tab. A Multi-Tabular ActionGrid can contain multiple views of the same object or multiple objects. This greatly benefits the user experience and even drives behaviors to look at data in different views more easily than trying to find a list view by name in a pull-down menu.

Follow these steps:

  1. Click ActionGrid Setup.
  2. Select an object from the object list for which you want to make a Multi-Tabular ActionGrid.
  3. Click the Tabs & Related Lists tab.
  4. Click Multi-Tabular ActionGrid. The New ActionGrid MultiTab Page screen appears.
  5. Enter a Label. The Name field will automatically populate based on the Label.
  6. (Optional). Enter a Description for the tab.

  7. Click OK.
  8. From the Select Object drop-down list, choose an object for the first tab.
  9. From the Default View drop-down list, select an existing ActionGrid view for the selected object. Leave it blank for no view. Or, select Create new view for this Page to automatically create a view which you can later redefine when you load the tab.

    You can also hard-code a view to be the default view. See Hard-Code a Default View using a View ID.
  10. Select the check boxes of features you want to enable in the Multi-Tabular ActionGrid page layout.
  11. Click Add Another Tab to display another New ActionGrid MultiTab Page screen. Repeat Steps 7 through 9 for each tab that you are creating.
  12. Click Save and Finish. A success screen appears.
  13. In the success screen, click Tabs. The Custom Tabs page appears.
  14. Click New.
  15. In the New Visualforce Tab section, find your Visualforce page and enter a Tab Label. It will populate the Tab Name automatically.
  16. Select a Tab Style to use for your object.
  17. Leave the default option of None for Splash Page Custom Link.
  18. (Optional). Enter a Description for the tab.
  19. Click Next.
  20. Select the Profile and Visibility options for this tab.
  21. Select which Apps in the Salesforce® App Menu should include the tab.
  22. Click Save. The new tab appears in the Salesforce Tab menu.
  23. Create a permission set so that end users can access the Multi-Tabular ActionGrid. See Create a Permission Set for instructions.