FieldSet Kanban
FieldSet Kanban

FieldSet Kanban

A flexible kanban experience that transforms processes into progress.

Powered by field sets for full visibility and flexibility, GridMate’s FieldSet Kanban component brings structure, clarity, and control to any workflow. From project phases to sales stages, it’s a Kanban experience designed to adapt.

A visual workspace that adapts to your data.

Define columns

Group your records your way.

Choose any field to define columns. Each column is fully customizable, so you can mirror your team’s exact process in real time.

Custom labels

Custom labels. Clearer communication.

Transform default values into user-friendly column labels. Replace “High” with “Urgent” or “In Progress” with “Underway” to align the board with your team’s terminology.

Searching and filtering

Search, filter, and scale effortlessly.

Enjoy GridMate’s signature performance across large datasets. Inline search, filters, and pagination ensure you can quickly find what you need - even with thousands of records on the board.

Conditional coloring

Color-code for clarity.

Use conditional formatting to highlight what matters most. Define rule-based color logic that visually flags key statuses, priorities, or risks at a glance.

Field set linking

Powered by field sets.

Control exactly what appears on each navigation path by mapping the fields. Make changes once, and the updates reflect across all records - instantly and consistently, without extra setup.

See the FieldSet Kanban
in action!

Make the leap from standard to standout.

Unlock the full potential of Kanban views with GridMate - go beyond list views, and bring actionable clarity to any Lightning page.

+
Record grouping based on all fields
Drag-and-drop records
Accessible from Lightning Page Builder
Custom fields (via field sets)
Custom labels
Conditional coloring
Search, filter, pagination
Mass actions + Flow triggers
Supports standard and custom objects

Frequently Asked Questions

Does GridMate support dependent picklists?

Yes. GridMate supports dependent picklists, including dependent record type picklists.

Is GridMate a Salesforce-certified solution?

Yes. GridMate has been a trusted Salesforce partner since 2019. Our solution is officially listed on the Salesforce AppExchange, where we’re proudly rated 5 stars across 100+ customer reviews.

You can explore GridMate’s features and customer testimonials here.

Does GridMate support archived data filtering?

Yes. GridMate supports archived data via admin-defined filters. Use the following JSON string to enable archived row visibility:

{
    "gmpkg__allRows": true
}

Does GridMate support Salesforce Classic?

Yes. GridMate has been successfully deployed on Salesforce Classic. See below:

Step-by-step guide available here.

Does GridMate run on tablets?

Yes, GridMate has been successfully deployed on iPad. See below:

See all FAQs

Got any more
questions?

Get Support