Columns
Columns in AGrid represent Salesforce fields displayed vertically to form an AGrid List view. There are two types of Columns:
Data Columns – Add by selecting the "Add Columns" button, which will list existing Salesforce fields to choose from.
Action Columns – Add by selecting the "Add Action" button, which involves setting up actions under Row actions before adding them as a column.
In an AGrid Configuration, you will find these features under the "Columns" tab as the second option from the left.
Data Column Details
Order: Order number value defines the display order of a column in the list view. Input value ranges from 1 to 999. Recommended Order numbers are multiples of 10 (not as 1, 2, 3). This approach will be helpful to add columns between two existing columns (Order number as 15) without much rework.
Field Name: Choose the field to display in the list view. AGrid admin can select fields from the primary object or related parent objects.
o Currently AGrid is supported up until 5 parent object level (For example, Opportunity Product -> Opportunity -> Account -> Parent Account -> Owner)Label: Provide a label to display for the column. By default, the field’s label will be pre-populated. AGrid admin can override it and use a different display name in a list view.
Editable: Enable this option to allow the end-user to perform inline editing on the selected field. This option is disabled for system fields and formula fields.
Sortable: Enable this option to allow column sorting by the end-user. This option is disabled for Text Area, Long Text Area, and Rich Text Area.
Searchable: Enable this option to allow this field in the Global search in the list view. This option is disabled for Date, Date Time, Text Area, Long Text Area, and Rich Text Area. This search isn't confined to visible records; it scans the entire database before displaying results.
Required - Before marking a Column as required, ensure it is set to "Editable" first. This prevents users from saving records without completing required fields. Additionally, if a field is marked as required in Salesforce, it cannot be changed and remains required by default. This is useful, especially during Bulk create actions.
Exclude From Export: Enable this option will restrict the field from exporting data.
NOTE:
In AGrid, we follow the rules set by Salesforce Profiles and Permissions for field and data visibility. No matter if the "editable" checkbox is selected for a field:
If a user doesn't have permission to Read/Write a field, they can't edit the details of that field.
If a user lacks Read access, they won't be able to see the field.
If a user has no access to a specific record, they won't see that record in AGrid.
Additional Data Type-Specific Details
Disable Bulk Edit: Enabling this option will restrict the field from doing bulk inline edits. This option is available only for picklist and multi-select picklist datatype.
o Admin should use this when the picklist value is configured with record type. To avoid saving with wrong values during bulk Update.
Summary: Calculates Sum, Average, Min, and Max of numeric columns (Percentage, Number, Currency, and Geolocation).
o Sum: Return the Addition of the total value of the column.
o Average: Return the Average value of the column.
o Max: Return the Highest value of the column.
o Min: Return the Least value of the column.
NOTE: Summary is not supported for External Object.
Compact Layout: Enable this option will display a record's key fields in a sneak peek view when end-user hovering the Lookup fields. Fields rendering on this layout is customized in Object -> Compact Layout Settings.
Reference Field Values: Admins can decide whether a reference link or lookup field should be viewed as a link or text. The "Navigate To" field offers options such as Same tab, Different tab, or New Model window, adding flexibility to your navigation preferences.
Action Column Details
Promote to Header: Enable this option to view the Row action in the Menu Dropdown (Only for Card View)
Action View Type: By selecting this, admins can decide on action rendering type as default or should render inside the Menu Drop Down (Only for Table View)
o Default: Action Will render based on the selected Type (Button or Link).
o Menu Icon: Action will render inside the Menu drop-down.
How to Add Columns in AGrid Configuration
AGrid admins can configure the columns to display on the List View. Follow the steps below to configure the column section.
Steps:
Click on the Columns tab.
Click on the Add Column button.
Select Field Name and enter Label.
Click the Save button in the Columns section.
NOTE: AGrid requires at least 1 Column for rendering the List view