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
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 inline editing for multiple record types?
Yes. GridMate supports inline editing for multiple record types simultaneously. Dependent picklists are respected as well.
Does GridMate support dependent picklists?
Yes. GridMate supports dependent picklists, including dependent record type picklists.
Are GridMate grids supported on the Salesforce Mobile App?
Absolutely! Here's what we recommend:
- Duplicate the existing grid in your Salesforce Org. This duplicated grid should be specifically configured for access by mobile users.
- Set a unique name that clearly identifies it as a mobile-friendly grid.
There are two key considerations when it comes to accessing grids on mobile devices:
Set the width for each column – This allows users to scroll horizontally.
Refer to column width specification here.
Set the height of the grid – This enables vertical scrolling.
Refer to the height specification here.
Note: We will be introducing a new component called ‘Mobile Grids’, which will be optimized specifically for mobile phones.
What is GridMate?
GridMate is a Salesforce ISV on the Salesforce AppExchange, offering 30+ Lightning components designed to boost adoption, utilization and productivity within Salesforce by enhancing its user experience and overcoming native limitations.
Rated 5 stars on AppExchange, GridMate is industry-agnostic and designed for a broad spectrum of use cases, empowering end users with the confidence and tools they need to excel in their day-to-day Salesforce tasks efficiently.
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