Parent Related List Grid

Show child records where they matter most.

Bring related data front and center - automatically. Parent Related List Grid intelligently displays child records based on the parent relationship of a related object. Think Contacts linked to the Account on an Opportunity. It’s contextual visibility done right, giving users the power to see and act on what’s relevant, right from the page they’re on.

Context-aware. Click-efficient. Fully customizable.

Smart Grid feature set

Featuring the best of GridMate’s Smart Grids.

Parent Related List Grid comes fully equipped with all of GridMate’s Smart Grid power features, including:

  • Sorting & Filtering – Drill down with ease. Find exactly what you need.
  • Color Customization – Highlight key data with conditional color rules.
  • Multi-level Grouping – Organize your child records your way.
  • Custom Record Actions – Trigger flows, updates, or anything else—right from the grid.
  • Record-specific Controls – Make grid actions smarter and more contextual.
  • Mass Actions – Update or delete multiple child records in a click.
Context-aware record retrieval

See the right data, at the right time.

No more digging through tabs or unrelated records. This grid dynamically pulls in the correct child records based on the parent object defined within your record. Whether it's Contacts tied to an Account or Cases linked to a Parent Opportunity, Parent Related List Grid ensures relevance is automatic.

See the Parent Related List Grid
in action!

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5 Star Rating

See how teams unlock greater visibility and efficiency with GridMate’s Parent Related List Grid.

Make the leap from standard to standout.

Unlock the power of contextual relationships in Salesforce - without limits.

View related child records
View based on indirect parent-child relationships
Sorting and filtering
Multi-level grouping
Conditional coloring
Custom record-specific actions
Mass actions (edit/update/delete)
Works beyond native related lists

Frequently Asked Questions

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
}

Can I prevent my users from creating, editing, or deleting filters?

Yes. By default, GridMate provides a permission set called GridMate User to easily grant access to package components, including object settings, Apex classes, and more.

With this permission set assigned, users can create, edit, and delete end-user filters - provided this option is enabled on the grid.

However, in certain scenarios, admins may want to restrict these actions. Rather than duplicating and manually adjusting the permission set, we recommend using the Muted Permission Set feature in Salesforce.

1. Create a Permission Set Group that includes the GridMate User permission set.

2. Add a Muted Permission Set to that group by creating a new Muted Permission Set.

3. In the Muted Permission Set, mute Create/Update/Delete access for the DataGrid Preferences object.

4. Finally, remove all direct assignments of the GridMate User permission set from users. Instead, assign them the new Permission Set Group.

This approach ensures your users retain access to essential GridMate components while preventing them from modifying filter settings.

Please refer to Salesforce documentation for Muted Permissions.

Does GridMate support dependent picklists?

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

Does GridMate support inline editing for multiple record types?

Yes. GridMate supports inline editing for multiple record types simultaneously. Dependent picklists are respected as well.

Does GridMate store or process data outside of my Salesforce Org?

No. GridMate is a native Salesforce package. We do not store or process any data outside of Salesforce. All our components are metadata-driven and built on Salesforce APIs.

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