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SnappyTable - Grid & Spreadsheets
Edit, Sort and Filter most records with support for Lookups & RecordTypes!
Overview
SnappyTable delivers a powerful editable data table with a spreadsheet-style grid interface! Editing works across common field types, record types, and picklists. Honors CRUD permissions, supports related lists, navigation, flows, and so much more!
See How SnappyTable - Grid & Spreadsheets Works
Sort, filter and edit data from within one single component! Editing supports most field types, including lookups, text, numbers, dates, datetimes, picklists, and even multiselect picklists! Can even be a fully editable grid, similar to a spreadsheet!
Streamline user navigation using OpenTab, OpenSubTab (in console apps), and even launch flows! Editing allows for a single row at a time, or a full grid interface which can save as you make edits, or allow the user to save when finished!
Table can be configured with a default sort and filter, and allow you to use the Current User Id and RecordId to create user specific lists or related lists! You can also set default field values for Adding and Editing records!
CSS can be completely customized in Digital Experience sites and we're working toward allowing you to bring in your own Style in Salesforce! Fully compatible with the Salesforce Mobile App!
Graphics can be set to display in the color of your choice, or pick up the theme color of your org/the theme color of your app! That means you can have SnappyTable on a single Lightning App Page and use it across multiple apps, each uniquely colored!
Clickable Detail View allows you to display additional information from a record when a user clicks on the row - no more having to use several components to achieve a complex workflow!
Works with Platform Shield Encryption! While encrypted fields can not be sorted and have limited filtering, you can still display them and allow users to edit!
Create a separate filter section with additional filters that are not displayed in the table! This section can appear above the table or to the side depending on your preferences!
While the configuration options are only in English (for now), every part of the table can be customized - the text and labels of all buttons and images can be set to whatever you need!
SnappyTable allows you to build a fully featured table or editable grid on Lightning Pages, Lightning Record Pages, Flows and Digital Experience sites which allows users to sort and filter data. Can be configured to as a related list or filter to a particular user's records. Inline Editing supports most field types and supports record types and will enforce picklist values! Detail View allows the display of a neat view of additional record details on click. Open in Tab, SubTab or LinkToRecord can be configured to enhance navigation to get users where they need to be quickly! Flow support allows you to select a single record or multiple records and pass that to the next step in your flow! Can also be configured to pull record details to pass into other parts of your Flow as well! Fully secured, will only show fields a user has access to, will only allow users to add, edit and delete records they have access to, and will only show record types and picklist values they have access to! Entire solution is packaged into a neat Lightning Component - meaning all graphics and styles are included with no need for static resources! Styles can be easily modified for Digital Experience sites!
Categories
- Business Needs
- Data ManagementInformation ManagementAdmin & Developer Tools
- Personas
- AdministratorArchitectDeveloper
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
