Related List Accordion
Collapse the clutter. Expand the clarity.
Display related records in a collapsible accordion format that’s ideal for small lists. Related List Accordion keeps pages tidy while giving users quick, structured access to the information they need.
Bring clarity to crowded pages with collapsible sections, configurable logic, and lightweight design.
- Accordion layout: Display related records in expandable sections for compact, structured navigation.
- Dropdown action menus: Include custom actions per section via a neatly organized dropdown.
- Action visibility control: Decide how many actions appear by default, with extras available on-demand.
- Icon or button display: Choose the interaction style that fits your UX - icons for minimalism or buttons for clarity.
- Grid settings: Limit rows and columns to ensure optimal display density.
- Filter and sort logic: Configure filters and field-based sorting through a simple low-code setup.
- Inline component support: Insert inline elements directly into each accordion section for richer functionality.
- Design flexibility: Show or hide section borders based on visual and layout requirements.
See the Related List Accordion
in action!
Frequently Asked Questions
Is there a cost to partner with GridMate?
No. Our partner program is free. All you need is interest, alignment, and a shared ambition to deliver better Salesforce experiences.
How long does it take to get set up?
You can be up and running in minutes, and creating real value for your customers in just a few days. The setup is fast, and the wins come even faster.
Can I use GridMate internally at a discounted rate?
Yes. We offer discounted internal licenses to partners for hands-on use and demos.
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.
How do partner rewards work?
Partners who refer or sell GridMate earn a predefined percentage of the deal value. It’s simple, transparent, and rewarding.
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