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PowerGrid

PowerGrid

  • Date Created: February 9, 2015
  • Last Modified: March 24, 2015

Yes, our inline editing allows users to add or remove records from the PowerGrid grid.

  • Date Created: February 9, 2015
  • Last Modified: March 24, 2015

Yes, PowerGrid is a web resource so it can be added to dashboards or other areas in CRM, for instructions please refer to the user guide.

  • Date Created: February 9, 2015
  • Last Modified: March 24, 2015

PowerGrid respects all security roles in place. If a user is granted the PowerGrid User role, they will only be able to use PowerGrid with the system and personal views that they are had access to initially.

  • Date Created: February 2, 2015
  • Last Modified: March 2, 2016

To use PowerGrid as a sub-grid, you will need to manually add the PowerGrid web resource to each entity form in which you would like to utilize the sub-grid functionality.

Navigate to the entity form you’d like to add the sub-grid to, select the ellipses, select Form, and create a tab or select an area you would like to web resource to be placed.  Once you have selected which area you want to place PowerGrid in, select Insert then Web Resource.

In the window that pops open under the general tab you will choose the popg_/Grid/html web resource, label it as PowerGrid under the Field Name and Properties section, lastly you will have to check the “Pass record object-type code and unique identifier as parameters,” box in the Web Resource Properties.

Please note: If you do not check this box, the web resource will not be able to pull in related entity information.

Once you have setup the general tab you will want to select the formatting tab. Under the formatting tab adjust the Number of Rows field to be a minimum of 12 rows. Below that uncheck the Display Border option.

Once you have setup all of this information select OK, select Save the form, and Publish. On the form you will now have a PowerGrid section that will pull in related entities and the views of those entities.

  • Date Created: February 2, 2015
  • Last Modified: March 24, 2015

Yes, PowerGrid is compatible with custom enitites!

  • Date Created: February 9, 2015
  • Last Modified: March 24, 2015

The columns being shown are pulled from your system or personal view, so if you want to change them you will have to edit the columns under the view setup in CRM.

  • Date Created: February 9, 2015
  • Last Modified: March 24, 2015

A subscription to PowerGrid is $1/enabled CRM user/month. A user is defined as anyone enabled in your CRM system, including admin and read-only users.

  • Date Created: February 9, 2015
  • Last Modified: March 24, 2015

The PowerGrid security roles takes into consideration each users current read, write and create security roles. For example, if you have a user that you want to have access to the PowerGrid solution, but they do not have create privileges in your CRM system, they will not be able to edit in the PowerGrid grid.

  • Date Created: February 17, 2015
  • Last Modified: March 24, 2015

To add PowerGrid to other sections in CRM such as a dashboard, simply navigate to the dashboard section of your CRM system – here you can choose whether you would like to edit an existing dashboard or create a new one. Then select the Web Resource button.

This will prompt a lookup where you can search for the PowerGrid html file, give the Web Resource a logical name such as PowerGrid and select the checkboxes for Display label on the Dashboard and Visible by Default. Then select ok.

PowerGrid will then be populated on your dashboard, from the ellipsis you can choose to adjust the width and height of the web resource to fit your needs. Make sure that you save your changes before closing the window.

PowerGrid currently does not work as a sub-grid on entity forms.

  • Date Created: February 9, 2015
  • Last Modified: March 24, 2015

The Set-Up tab in the solution is where you configure which entities you would like PowerGrid users to be able to search within. Please note that the system and personal views, each user is allowed to see in CRM, will be available to in PowerGrid. Out of the box PowerGrid pre-configures the three most common entities; Account, Contact and Lead. If you would like to add additional entities to this list simply select the “+ Add Entity” and select a new entity.

For each entity you will need to configure your reading pane,, simply drag and drop fields from the list of options on the right to the reading pane section on the left. To delete a field from the reading pane, simply select the ‘x’ listed after the field name.

For each entity, you can also choose to set up “Read Only Fields” for the grid. Selecting this means that users will NOT be able to inline edit the fields in PowerGrid. This may be useful for fields that have JavaScript or other functions that run when that field is modified, as these functions would not run when editing a field inline in PowerGrid.

Once you have completed the configuration of your entities and reading pane select Save.

  • Date Created: February 9, 2015
  • Last Modified: March 24, 2015

Every user who would like to use the PowerGrid add-on will need the PowerGrid User security role assigned to them. System Administrators will automatically see PowerGrid in the PowerPack section of CRM and be able to use the PowerGrid, without having the security role assigned.

Note: the user role does respect the existing read, write and create privileges of your users.

  • Date Created: February 17, 2015
  • Last Modified: March 24, 2015

Once you are in PowerGrid you have many different options for searching, filtering, editing and reading your results.

Entity
First you will want to select the entity you want to search within, you can do this by selecting the entity dropdown and selecting an entity.

View
After selecting your entity, you will need to select the view that you want to search or edit. This can be a system view or a personal view.

Search Bar
To search within PowerGrid, select the search bar, and type a search word. PowerGrid will then search the selected Entity View and display the results in the grid.

Reading Pane
The reading pane allows you to see details of the selected record without having to open it. Fields will only be displayed in the reading pane if they contain a value. If you would like to add or edit fields that are in the reading pane, you can update those preferences in the configuration screen. If you do not have access to view the configuration screen, please contact your System Administrator.

In-line Edit
With PowerGrid, users are able to edit record information on the fly with the In-line Edit functionality. Simply click on the section that you want to edit and the field will change to an editable area. Once you have made your changes you will notice a small pencil icon next to the record. This indicates that there are unsaved changes to that record. Once you select Save from the Action Toolbar the icon will disappear.

Action Toolbar
PowerGrid’s action toolbar allows users to insert records into views, use the quick create functionality to create activities for records displayed in the grid, delete records in the grid, and save changes made with the in-line editing functionality.

Opening a Record
If you’d like to open a record you’ve found with PowerGrid, simply double click on the record in the view, or click on the name of the record in the reading pane. This will pop open the record in the window.

  • Date Created: December 31, 2014
  • Last Modified: March 24, 2015

If your organization is a CRM 2013 version and you have a 2011 version of PowerGrid installed, this may be why the Quick Create button is not selectable.