Get started

Get started

Four steps from installing to your first grid on a page. After that, the documentation is in the app: the Grid Guide tab, one click from every grid.

$0Price, at any number of users
7Custom Metadata types

Four steps

  1. Install for free — coming soon. The install link will be on the GitHub page. Rowhouse is a managed package: you install the package, not the source.
  2. Assign the permission sets. Rowhouse Grid User to everyone who uses a grid; Rowhouse Grid Admin to whoever builds them, who also needs Salesforce’s Customize Application to save.
  3. Build a grid on the Grid Admin tab: pick an object, add columns, and save. The tab checks every setting as you type.
  4. Place it on a page. In Lightning App Builder, drag the Rowhouse Grid component onto an App, Record or Home page, type the grid’s name into its one setting, then save and activate.
The documentation is in the app

Everything after step four — the user guide, five worked tutorials, the configuration reference, the limits and the FAQ — is on the Grid Guide tab in the Rowhouse app. It opens from the ? on every grid and from the Grid Admin tab, and it always matches the version you installed.

Getting help

Help is free. Report a bug as a GitHub issue, or send anything private to support@kugamon.com.

In the product

See it as your users will

What you build

A grid is a Grid Configuration and the records that point to it. The Grid Admin tab writes them all for you; Setup shows the same records one at a time.

The six kinds of configuration record A Grid Configuration in the centre. Grid Columns, Grid Format Rules, Grid Filters, Grid Actions and Grid Child Tables each point to it through their Grid Configuration field. A Grid Child Table also points to a second Grid Configuration, the one shown in its tab. Grid Columnone per column · required Grid Format Ruleone per display rule · optional Grid Filterone per condition · optional Grid Actionone per action · optional The gridGridConfigurationone per grid · required Grid Child Tableone per tab under each rowlinks a parent and a child grid its tab shows another Grid Configuration
Figure 1. The six kinds of configuration record

The Grid Admin tab

Your grids, counted by object, with New grid at the top and Get started → beside it.

Figure 2. The Grids page, with the eight grids that Get started and the tutorials build. On the left, what the list shows, each with how many; above the list, New grid and cards that sum up the org. Click a heading to sort the list by it; the ▾ at the end of a row is that grid's menu.

What your users get

An editable grid on the page you chose: type over a value, save, and watch a display rule pick it up.

Figure 3. A grid of opportunities. An amount is typed over, the change waits on the Save bar, and after saving a format rule paints big deals green.
FAQ

Get started: questions

Where is the documentation?

In the app. Open the Rowhouse app from the App Launcher and the Grid Guide tab is the first thing you see: a user guide, five tutorials, the configuration reference and the published limits, always matched to the version you installed. The ? on every grid opens it too.

Who needs which permission set?

Everyone who uses a grid needs the Rowhouse Grid User permission set. Whoever builds grids also needs Rowhouse Grid Admin, and Salesforce’s own Customize Application permission to save them.

Can I try it in a sandbox first?

Yes, and it is the recommended route: build and test a grid in a sandbox, then move it to production in a change set, because every grid is Custom Metadata.

Free. Not freemium, not a trial, not a tier.

Install it, assign the permission sets, build your first grid on the Grid Admin tab. Everything else is in the Grid Guide inside the app.

Get started