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FAQs on Using ActionGrid

What is the Action column, and how do I hide it?

The Action column contains View and Edit hyperlinks for each record.


When you select a record and click the View link, it displays a new web page with the details of that record. When you click the Edit link, it displays a web page that lets you edit the record details in Salesforce.

To hide this column, click ActionGrid Setup and click the object you are viewing. Select the object Features tab. Scroll to the Action Column feature and click the Disable option.

How can I tell what filters are currently applied to my record set?

In the ActionGrid Explorer, click the drop-down button next to Configure and click Filter Set. See Filter Logic for details.

If I created a filter for a column and move that header column off the ActionGrid, will my filter still be active?

Yes. You can use the Filter Logic dialog to confirm this. See the topic Can I Filter Fields that are Not Displayed? for detailed steps.

Can I batch-create cases from a list of contact search results?

Yes. Select the contact records, then right-click and select Batch Add > Cases.

Can I create an ActionGrid tab for any object?

Yes. See Single ActionGrid Tab for instructions.

How does ActionGrid manage two or more users working on a record at the same time?

ActionGrid behaves the same way that Salesforce does when two people edit the same record. If User A edits the record while User B also edits but saves first, then User A receives a warning that his changes will be lost. Two people can edit the same ActionGrid with no problem, but they must coordinate when working on the same records.

Does ActionGrid respond to duplicate rules?

Some Salesforce users have a rule that stops a user from creating a new Contact already in the system. ActionGrid honors duplicate checking rules, triggers, validation rules, and others. ActionGrid will display the same error as Salesforce if this is attempted.

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