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How to Customize Data Representation in XRL for efficient Lookup, Browsing and Actions
Published June 3rd, 2024 by Akanksha Shukla
Introduction Using Orenda Grids- Extended Related List component ( XRL), the power user can customize the columns displayed by restricting certain columns to always appear in the Related List view and group them together on specific column to organize the data better. XRL also allows efficient and quick browsing of the Related List data with paginat
Advanced Configuration of Extended Related List Component in Orenda Grids
Published May 24th, 2024 by Akanksha Shukla
Introduction Orenda Grids component Extended Related List or XRL allows Salesforce Users to define and optimize the data views such as Related List, List Views and other grids as required by the User. To start with Orenda Grids after installation, a User needs to follow a 2-step process which is as follows: Basic Configuration: It involves ad
How to Create Multiple Related List Views using XRL Release 3a
Published April 5th, 2023 by Akanksha Shukla
Introduction HyperGrid empowers Users to configure the Related Lists with 20 columns in desired order as well as specific data through server-side filters. Each user can create multiple views of a single Related List by selecting different columns for each view and applying server-side filters on fields to get specific data relevant to the user's ne
Understanding the Extended Related List Interface in Orenda Grids
Published May 25th, 2024 by Akanksha Shukla
Understanding the XRL Interface in Orenda Grids Orenda Grids Extended Related Lists (or XRL) allows Salesforce Users to define and optimize the data views in Salesforce such as Related Lists as required by the user. Although the Orenda Grids XRL interface is straightforward to use, you should be aware of a few less obvious navigational options. The
Introduction
Published February 17th, 2023 by Akanksha Shukla
HyperGrid aims to assist organisations by empowering Salesforce Users to create flexible Related Lists with unlimited columns, interactive and real-time filters, custom look and feel, and relevant actions. Users can use HyperGrid to replace admin-controlled Related Lists with self-configurable and customisable ones. In the article, let us unders
Basic Configuration of Extended Related Lists-Release 3b
Published October 18th, 2023 by Akanksha Shukla
Introduction To display related lists with cutting-edge features and get around Salesforce standard UI restrictions like the number of columns and rows, HyperGrid offers the lightning grid component, HyperGrid- Extended Related List. The Extended Related List component or XRL displaces the Salesforce Related Lists to provide Salesforce Users with en
How to enable and use Global Search in XRL-Release 3b
Published December 13th, 2023 by Akanksha Shukla
Introduction Users can enhance data search capabilities by searching for relevant records in the Related List view dynamically with an input string that searches for data across all fields configured in the Related List. HyperGrid searches the data even in the columns which are not displayed in the active Grid. The Global Search functionality is use
How to Share and Delete XRL Views-Release 3b
Published November 1st, 2023 by Akanksha Shukla
Introduction HyperGrid empowers Users to configure the Related List view themselves with columns, filters and order they need to view. Each user can create multiple views of a single Related List by selecting the combination of different columns or filters for each view, save these views and use them privately or share them with other users of the o
How to create and execute new custom actions in XRL
Published October 11th, 2023 by Akanksha Shukla
Introduction The Salesforce Hypergrid Extended Related List Actions tab allows you to perform various actions on the records displayed in the related list. Some of the actions that can be performed include creating a new record, editing an existing record, deleting a record, mass editing records, and exporting data to a CSV file. The actions availab
How to add, filter and edit Lookup Fields in XRL-Release 3b
Published December 20th, 2023 by Akanksha Shukla
Introduction In Salesforce, look-up fields are used to establish relationships between two objects. They enable records in one object to refer to records in another object. When you create a lookup field, you are essentially relating the field's values to another object (e.g., a table). Lookup fields can also use filters to drill down on specific d
Understanding the XRL Interface-Release 3b
Published October 18th, 2023 by Akanksha Shukla
Understanding the HypeGrid XRL Interface HyperGrid Extended Related Lists (or XRL) allows Salesforce Users to define and optimize the Related List views as required by the user. Although the HyperGrid XRL interface is straightforward to use, you should be aware of a few less obvious navigational options. The layout is divided into the following par
How to create and execute user-defined custom actions in XRL-Release 3b
Published December 20th, 2023 by Akanksha Shukla
Introduction The Salesforce HyperGrid Extended Related List Actions tab allows you to perform various actions on the records displayed in the related list. Some of the actions that can be performed include creating a new record, editing an existing record, deleting a record, mass editing records, and exporting data to a CSV file. The actions availab
How to Delete Records in XRL-Release 3b
Published December 20th, 2023 by Akanksha Shukla
Introduction Delete functionality in HyperGrid XRL removes the related records from the Related List view and the database. Limitations in Salesforce Related Lists The Salesforce Related List don't support the delete functionality for standard salesforce users. The developers and admin profiles can use this functionality. However, there is no mass
How to Create Salesforce Data Views With Unlimited Records
Published June 3rd, 2024 by Akanksha Shukla
Introduction In the dynamic landscape of today's business world, large firms find themselves navigating through vast seas of data, often hindered by the constraints of conventional systems. One such challenge arises in the form of Related List views, where the standard limitations can obscure valuable insights crucial for informed decision-making. E
How to Enable Comparison Interface in Data Views
Published September 30th, 2024 by Akanksha Shukla
Introduction Salesforce users often face challenges when comparing data across related objects or different datasets within the CRM. Standard Salesforce functionality and its data views, such as Related Lists, do not allow side-by-side comparisons of records across multiple objects. This limitation hampers users' ability to analyze linked data effec
How to Edit/Bulk Edit Fields in XRL
Published December 20th, 2024 by Akanksha Shukla
Introduction Inline editing is the ability to edit fields and data directly within a record's interface. You can begin typing or selecting options by simply clicking on a field, without having to open a separate edit page or pop-up window. This feature allows for more efficient and faster data entry and update processes, as well as a better user exp
How to Enhance Data Presentation in XRL with Advanced Column Settings
Published June 4th, 2024 by Akanksha Shukla
Introduction Orenda Grids component Extended Related Lists (or XRL) allows Salesforce Users to define and optimize the Salesforce data views such as Related Lists as required by the user. The ability to format columns for improved data visualization and analysis is one of the main advantages of the Orenda Grids XRL. In order to customize the view to
How to Apply Server-side Filters in XRL
Published June 4th, 2024 by Akanksha Shukla
Introduction Orenda Grids - Extended Related Lists (or XRL) allows you to control the data fetched in data views from the database with server-side filters. By applying an intuitive Server-side filter, any user can control the records displayed in the data set of the Salesforce views at the server level with an easy-to-use SOQL query builder, and
How to Share and Delete XRL Views Release 3a
Published April 5th, 2023 by Akanksha Shukla
Introduction HyperGrid empowers Users to configure the Related List view themselves with columns, filters and order they need to view. Each user can create multiple views of a single Related List by selecting the combination of different columns or filters for each view, save these views and use them privately or share them with other users of the o
How to Delete Records in XRL
Published April 20th, 2023 by Akanksha Shukla
Introduction Delete functionality in HyperGrid XRL removes the related records from the Related List view and the database. Limitations in Salesforce Related Lists The Salesforce Related List don't support the delete functionality for standard salesforce users. The developers and admin profiles can use this functionality. However, there is no mass
How to Create Multiple Related List Views using XRL-Release 3b
Published November 1st, 2023 by Akanksha Shukla
Introduction HyperGrid empowers Users to configure the Related Lists with 20 columns in desired order as well as specific data through server-side filters. Each user can create multiple views of a single Related List by selecting different columns for each view and applying server-side filters on fields to get specific data relevant to the user's ne
Basic Configuration of Extended Related Lists Release 3a
Published March 23rd, 2023 by Akanksha Shukla
Introduction To display related lists with cutting-edge features and get around Salesforce standard UI restrictions like the number of columns and rows, HyperGrid offers the lightning grid component, HyperGrid- Extended Related List. The Extended Related List component or XRL displaces the Salesforce Related Lists to provide Salesforce Users with en
How to add and filter data through Lookup fields in XRL
Published November 13th, 2024 by Akanksha Shukla
Introduction In Salesforce, look-up fields are used to establish relationships between two objects. They enable records in one object to refer to records in another object. When you create a lookup field, you are essentially relating the field's values to another object (e.g., a table). Lookup fields can also use filters to drill down on specific d
How to customize actions using Advanced settings in XRL Release 3b
Published December 20th, 2023 by Akanksha Shukla
Introduction The Salesforce HyperGrid Extended Related List Actions tab allows you to perform various actions on the records displayed in the related list. In addition to customizing column and row level settings, you can harness the power of advanced action settings in XRL to enhance the interactivity and functionality of Related List configuration
How to Configure Multilevel Child History in Salesforce with HyperGrid XRL Release 3b
Published January 1st, 2024 by Akanksha Shukla
Introduction Salesforce offers a History Tracking feature that allows Salesforce users to track specific fields and changes made to those fields. If the history tracking feature is enabled, any update made to the field is tracked through the History Related List. Field History Tracking saves field history data, providing you with a logged list of th
How to enable and use Global Search in XRL
Published April 3rd, 2023 by Akanksha Shukla
Introduction Users can enhance data search capabilities by searching for relevant records in the Related List view dynamically with an input string that searches for data across all fields configured in the Related List. HyperGrid searches the data even in the columns which are not displayed in the active Grid. The Global Search functionality is use
How to Customize Action Settings in XRL -Release3b
Published December 20th, 2023 by Akanksha Shukla
Introduction The Salesforce Hypergrid Extended Related List Actions tab allows you to perform various actions on the records displayed in the related list. Some of the actions that can be performed include creating a new record, editing an existing record, deleting a record, mass editing records, and exporting data to a CSV file. The actions availab
How to enable dynamic server side filtering in XRL views
Published December 4th, 2024 by Akanksha Shukla
Introduction Orenda Grids - Extended Related Lists (or XRL) allows you to control the data fetched in data views from the database with server-side filters. As discussed in previous article about Server-side filter , any user can control the records displayed in the data set of the Salesforce views at the server level with an easy-to-use SOQL query
How to add and filter data through Lookup fields in XRL-Release 3b
Published December 13th, 2023 by Akanksha Shukla
Introduction Lookup fields in Salesforce are critical component to establish relationships between objects allowing you to associate a record from one object with a record from another object. Essentially, lookup fields create connection between two objects enabling you to access and display data from the related record within a parent record. Hyper
Setting Up Indirect Related Lists through XRL Release 3b
Published November 1st, 2023 by Akanksha Shukla
Introduction In the ever-evolving world of Salesforce, the ability to visualize and access pertinent data on record pages is paramount. While the platform offers various tools to display related information, there exists a critical gap – the absence of indirect related lists. These lists allow users to seamlessly view data from unrelated objects tha
How to Edit Fields in XRL
Published April 18th, 2023 by Akanksha Shukla
Introduction Inline editing is the ability to edit fields and data directly within a record's interface. You can begin typing or selecting options by simply clicking on a field, without having to open a separate edit page or pop-up window. This feature allows for more efficient and faster data entry and update processes, as well as a better user exp
How to add, filter and edit Lookup Fields in XRL
Published April 27th, 2023 by Akanksha Shukla
Introduction In Salesforce, look-up fields are used to establish relationships between two objects. They enable records in one object to refer to records in another object. When you create a lookup field, you are essentially relating the field's values to another object (e.g., a table). Lookup fields can also use filters to drill down on specific d
How to implement Virtual Fields in XRL
Published December 2nd, 2024 by Akanksha Shukla
Introduction The Add Virtual Field functionality in Orenda Grids allows users to dynamically create custom fields in a list view for specific use cases without modifying the underlying Salesforce object. These virtual fields enable calculations and data representations that are not stored in the database but are necessary for real-time analysis. Thi
How to customize actions using Advanced settings in XRL
Published June 12th, 2024 by Akanksha Shukla
Introduction The Salesforce Orenda Grids Extended Related List Actions tab allows you to perform various actions on the records displayed in the related list. In addition to customizing column and row level settings, you can harness the power of advanced action settings in XRL to enhance the interactivity and functionality of Related List configurat
How to create a user-defined custom action in XRL
Published May 8th, 2023 by Akanksha Shukla
The Salesforce Hypergrid Extended Related List Actions tab allows you to perform various actions on the records displayed in the related list. Some of the actions that can be performed include creating a new record, editing an existing record, deleting a record, mass editing records, and exporting data to a CSV file. The actions available may vary d
How to enable validations to save, update, and delete records -Release 3b
Published December 20th, 2023 by Akanksha Shukla
Introduction The validation callback feature is a Salesforce Hypergrid Extended Related List component that allows you ( Power User) to specify a JavaScript function that is called whenever any user attempts to update field values in specific columns or delete records. This functionality allows the update and deletes operation to be successful only
Advanced Configuration of Extended Related Lists -Release 3b
Published October 18th, 2023 by Akanksha Shukla
Introduction HyperGrid XRL allows Salesforce Users to define and optimize the Related List view as required by the User. To start with HyperGrid after installation, a User needs to follow a 2-step process which is as follows: Basic Configuration: It involves adding the XRL to a lightning page through App Builder and adding fields to create a d
Installation and Setup Guide- Orenda Grids
Published May 5th, 2024 by Akanksha Shukla
Introduction Orenda Grids- Extended Related List or XRL is a no-code/low-code solution that empowers users to reduce dependency on admin-controlled standard data views in Salesforce such as Related Lists, List views etc with self-configurable and customizable ones. In this article, you will understand how to install the Orenda Grids application in
How to Edit Fields in XRL -Release3b
Published December 20th, 2023 by Akanksha Shukla
Introduction Inline editing is the ability to edit fields and data directly within a record's interface. You can begin typing or selecting options by simply clicking on a field, without having to open a separate edit page or pop-up window. This feature allows for more efficient and faster data entry and update processes, as well as a better user exp
How to Customize Action Settings in XRL
Published May 3rd, 2023 by Akanksha Shukla
Introduction The Salesforce Hypergrid Extended Related List Actions tab allows you to perform various actions on the records displayed in the related list. Some of the actions that can be performed include creating a new record, editing an existing record, deleting a record, mass editing records, and exporting data to a CSV file. The actions availab
Basic Configuration of Extended Related List Component in Orenda Grids
Published May 13th, 2024 by Akanksha Shukla
Introduction To display related lists with cutting-edge features and get around Salesforce standard UI restrictions like the number of columns and rows, Orenda Grids offers the lightning grid component, Orenda Grids- Extended Related List. The Extended Related List component or XRL displaces the Salesforce Related Lists to provide Salesforce Users w
How to Customize Data Representation in XRL for efficient Lookup, Browsing and Actions-Release 3b
Published November 1st, 2023 by Akanksha Shukla
Introduction Using HyperGrid XRL, the Power user can customize the columns displayed by restricting certain columns to always appear in the Related List view and group them together on specific column to organize the data better. XRL also allows efficient and quick browsing of the Related List data with pagination which gets rid of endless scrolling
Installation and Setup Guide_Release 3b
Published October 18th, 2023 by Akanksha Shukla
Introduction HyperGrid- Extended Related List is a no-code solution that empowers users to reduce dependency on admin-controlled Related Lists with self-configurable and customizable ones. In this article, you will understand how to install the HyperGrid application in your Salesforce org, manage licenses and give permissions to the users and start
How to get Related List View with unlimited records
Published November 13th, 2023 by Akanksha Shukla
Introduction In the dynamic landscape of today's business world, large firms find themselves navigating through vast seas of data, often hindered by the constraints of conventional systems. One such challenge arises in the form of Related List views, where the standard limitations can obscure valuable insights crucial for informed decision-making. E
How to Share and Delete XRL Views
Published June 3rd, 2024 by Akanksha Shukla
Introduction Orenda Grids empowers Salesforce Users to configure data views, including related lists, themselves with columns, filters and order they need to view. Each user can create multiple views of a single data view by selecting the combination of different columns or filters for each view, save these views and use them privately or share them
How to Configure Multilevel Child History in Salesforce with HyperGrid XRL
Published April 11th, 2023 by Akanksha Shukla
Introduction Salesforce offers a History Tracking feature that allows Salesforce users to track specific fields and changes made to those fields. If the history tracking feature is enabled, any update made to the field is tracked through the History Related List. Field History Tracking saves field history data, providing you with a logged list of th
Installation and setup guide
Published February 17th, 2023 by Akanksha Shukla
Introduction HyperGrid Extended Related List is a no-code solution that empowers users to reduce dependency on admin-controlled related lists with self-configurable and customizable ones. In this article, you will understand how to install the HyperGrid application, manage licenses and give permissions to users. Finally, you will understand how to
How to Create Multiple Data Views using Orenda Grids XRL
Published May 28th, 2024 by Akanksha Shukla
Introduction Orenda Grids empowers Users to configure their own data views in Salesforce. With Extended Related Lists or XRL, a use can create related lists or list views or any grid with 20 columns in desired order as well as specific data through server-side filters. Each user can create multiple views by selecting different columns for each view
Introduction to Orenda Grids
Published May 5th, 2024 by Akanksha Shukla
Introduction Orenda Grids is a suite of components that offers to improve your data visibility experience in Salesforce views. Especially, when dealing with the Salesforce Lightning components such as Grid views and List views. Extended Related List (XRL) component in Orenda Grids upgrades the Standard Grid views/ List view experience by offering fl
How to Customize Data Representation in XRL for efficient Lookup, Browsing and Actions
Published April 6th, 2023 by Akanksha Shukla
Introduction Using HyperGrid XRL, the Power user can customize the columns displayed by restricting certain columns to always appear in the Related List view and group them together on specific column to organize the data better. XRL also allows efficient and quick browsing of the Related List data with pagination which gets rid of endless scrolling
How To Create Salesforce Data View With Indirect Related Lists In XRL
Published June 3rd, 2024 by Akanksha Shukla
Introduction In the ever-evolving world of Salesforce, the ability to visualize and access pertinent data on record pages is paramount. While the platform offers various tools to display related information, there exists a critical gap – the absence of indirect related lists. These lists allow users to seamlessly view data from unrelated objects tha
How to Customize Action Settings in XRL
Published June 7th, 2024 by Akanksha Shukla
Introduction Orenda Grids Extended Related List (XRL) Actions tab allows you to perform various actions on the records displayed in the Salesforce data views. Some of the actions that can be performed include creating a new record, editing an existing record, deleting a record, mass editing records, and exporting data to a CSV file. The actions avai
How to Apply Client-side Filters and Sort in XRL
Published June 21st, 2024 by Akanksha Shukla
Introduction Client-side filters are a set of filters applied to the Related List view currently displayed in the lightning page of a record. These are real-time filters that can be applied to the columns currently visible in the Related List view. The filtered data persists only for the time the particular view is displayed on the page. Once, the u
How to Apply Server-side Filters in XRL-Release 3b
Published December 13th, 2023 by Akanksha Shukla
Introduction HyperGrid XRL allows you to control the data fetched in Related List from the database with server-side filters. By applying an intuitive Server-side filter, any user can control the records displayed in the data set of the Related List at the server level with an easy-to-use SOQL query builder, and create multiple views for a Related
How to Export Active Related List View in XRL
Published April 10th, 2023 by Akanksha Shukla
Introduction Exporting Related List means downloading the currently active Related List view of XRL in native Excel format. Issues with Data Export in Salesforce Related List Related List data download is very complex procedure in Salesforce. There is no way to export the ad hoc Related List view in real-time. A user need to go to Report builder w
How to Enhance Data Presentation in XRL with Advanced Column Settings Relase 3b
Published May 9th, 2023 by Akanksha Shukla
Introduction HyperGrid Extended Related Lists (or XRL) allows Salesforce Users to define and optimize the Related List views as required by the user. The ability to format columns for improved data visualization and analysis is one of the main advantages of the Hypergrid XRL. In order to customize the view to meet your unique needs, we will look at
HyperGrid - An Introduction
Published October 18th, 2023 by Akanksha Shukla
Introduction HyperGrid- Extended Related List (XRL) replaces Standard Related Lists with flexible, user-configurable grids that are very adaptable to Users' requirements. It helps in saving users' time, increasing their productivity, and expanding the insights from the Related Lists. HG- Extended Related components are customizable to fit unique use
How to Enhance Data Representation in XRL using Advanced Row Settings Release 3b
Published May 10th, 2023 by Akanksha Shukla
Introduction Using HyperGrid XRL, the Power user can use conditional formatting of rows for applying formatting rules to rows in a HyperGrid XRL based on certain conditions. You can, for example, highlight rows where a certain value is greater than a specified value or where the value equals a specific text. This allows you to quickly identify the m
How to Enhance Data Representation in XRL With Advanced Row Settings
Published June 4th, 2024 by Akanksha Shukla
Introduction Using Orenda Grids Extended Related List component (or XRL), you can use conditional formatting of rows for applying formatting rules to rows in a Orenda Grids XRL based on certain conditions. You can, for example, highlight rows where a certain value is greater than a specified value or where the value equals a specific text. This allo
Basic Configuration Video Testing
Published March 29th, 2023 by Akanksha Shukla
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Understanding the XRL Interface Release 3a
Published March 24th, 2023 by Akanksha Shukla
Understanding the HypeGrid XRL Interface HyperGrid Extended Related Lists (or XRL) allows Salesforce Users to define and optimize the Related List views as required by the user. Although the HyperGrid XRL interface is straightforward to use, you should be aware of a few less obvious navigational options. The layout is divided into the following p
HyperGrid - An Introduction
Published March 17th, 2023 by Akanksha Shukla
Introduction HyperGrid- Extended Related List (XRL) replaces Standard Related Lists with flexible, user-configurable grids that are very adaptable to Users' requirements. It helps in saving users' time, increasing their productivity, and expanding the insights from the Related Lists. HG- Extended Related components are customizable to fit unique use
Introduction to HyperGrid
Published March 1st, 2023 by Akanksha Shukla
Introduction HyperGrid- Extended Related List replaces Standard Related Lists with flexible, user-configurable grids that are very adaptable to user requirements. It helps in saving users' time, increasing their productivity, and expanding the insights from the Related Lists. HG Related List Components are customizable to fit unique users based on
How to Export Active Related List View in XRL-Release 3b
Published December 13th, 2023 by Akanksha Shukla
Introduction Exporting Related List means downloading the currently active Related List view of XRL in native Excel format. Issues with Data Export in Salesforce Related List Related List data download is very complex procedure in Salesforce. There is no way to export the ad hoc Related List view in real-time. A user need to go to Report builder w
How to Apply Client-side Filters and Sort in XRL
Published March 30th, 2023 by Akanksha Shukla
Introduction Client-side filters are a set of filters applied to the Related List view currently displayed in the lightning page of a record. These are real-time filters that can be applied to the columns currently visible in the Related List view. The filtered data persists only for the time the particular view is displayed on the page. Once, the u
Advanced Configuration of Extended Related Lists Release 3a
Published March 23rd, 2023 by Akanksha Shukla
Introduction HyperGrid XRL allows Salesforce Users to define and optimize the Related List view as required by the User. To start with HyperGrid after installation, a User needs to follow a 2-step process which is as follows: Basic Configuration: It involves adding the XRL to a lightning page through App Builder and adding fields to create a d
How to enable validations to save, update, and delete records
Published April 24th, 2023 by Akanksha Shukla
Introduction The validation callback feature is a Salesforce Hypergrid Extended Related List component that allows you ( Power User) to specify a JavaScript function that is called whenever any user attempts to update field values in specific columns or delete records. This functionality allows the update and deletes operation to be successful only
How to Apply Server-side Filters in XRL
Published March 20th, 2023 by Akanksha Shukla
Introduction HyperGrid XRL allows you to control the data fetched in Related List from the database with server-side filters. By applying an intuitive Server-side filter, any user can control the records displayed in the data set of the Related List at the server level with an easy-to-use SOQL query builder, and create multiple views for a Related
Installation and Setup Guide Release 3a
Published March 21st, 2023 by Akanksha Shukla
Introduction HyperGrid- Extended Related List is a no-code solution that empowers users to reduce dependency on admin-controlled Related Lists with self-configurable and customizable ones. In this article, you will understand how to install the HyperGrid application in your Salesforce org, manage licenses and give permissions to the users and start
How to Apply Client-side Filters and Sort in XRL-Release 3b
Published December 13th, 2023 by Akanksha Shukla
Introduction Client-side filters are a set of filters applied to the Related List view currently displayed in the lightning page of a record. These are real-time filters that can be applied to the columns currently visible in the Related List view. The filtered data persists only for the time the particular view is displayed on the page. Once, the u
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