Configuration Management with AGrid Group Component
AGrid Group Component in AGrid streamlines your list view configurations, providing a powerful and user-friendly way to organize multiple AGrid configurations within a single component. It's a highly configurable solution designed to enhance your list view experience.
AGrid Configuration Vs AGrid Configuration Groups
Aspect | AGrid List View | AGrid List View Groups |
|---|---|---|
Presentation of Data | Displays individual records in a tabular format. | Organizes List Views into logical groups. |
User Interaction | Users can customize columns, apply filters, and perform actions on each row. | Simplifies navigation and management of related List Views. |
Administration | No collective settings; configurations apply individually to each List View. | Collective application of configurations and settings to multiple List Views within a group. |
Use Case
AGrid List View provides a separate table for each List view, making it ideal for data analysis and record management.
AGrid List View Groups allow you to combine multiple AGrid configurations into one, making it suitable for organizing and managing related List Views.
Configuration Group Section Details
Title: Provide a user-friendly title for the list view.
Name: Assign a unique name for the configuration, referencing it in the Lightning App Builder.
Description: Add a meaningful description for better understanding.
Configuration Name: Select the configuration from the available options.
Use As: Choose to display the configuration as a List, Related List, or Intelligent Related List.
Display As: opt for a view type, such as Table view or Card view.
Hide Header: Use the Checkbox to hide the list view header on the end-user side.
Hide Selection: Allows admins to hide the selection checkbox in related configurations.
Who Sees this Configuration? Set the visibility of the configuration.
Setting Visibility
Configurations within a group can be shared with specific audiences. Admins can set visibility to:
Only to me
All users
All Internal Users
All External Users
Both (Internal and External Users)
Specific Users – includes Individual users, user groups or even roles
This flexibility ensures that the right users have access to the intended configurations.
How to Create a Configuration Group
Follow these straightforward steps to set up Configuration Groups in AGrid:
Create Configurations:
o Develop individual configurations according to your needs.Create a Configuration Group:
o Navigate to the Configuration Groups tab.
o Click "New," providing a name and title for the group. Save your configuration group.Add Configurations to Group:
o In the Configuration Group, click "Add Configuration."
o Select the Configuration Name, enter a label, and set up configuration details. Save your changes.Preview Configuration Groups:
o You can use the “Preview” button on the top right corner to preview the Configuration Groups before adding them to the Lightning page or record detail page.
Assign Configuration Groups to Lightning Page
Salesforce admin must add the “AGrid List View Group” component in any lightning page (Record Lightning Page, Lightning App Page, Record Lightning Page for Communities, Custom Lightning Page for Communities) to make it available for end-users.
Navigate to the Lightning App builder page where you want to add the AGrid list view, Group.
Drag and drop “AGrid List View Group” from the available components.
Select the Configuration Group Name from the Configuration.
Select view type as Tab, Accordion, or Dropdown.
Mark Hide Header to true to hide AGrid List View Group Header.