Product · Using it

Finding, grouping and display rules

Find the record among fifty thousand in a few keystrokes, group a pipeline by stage with sums and averages, and let a color or an icon flag what is overdue — with every total following your edits before you save.

3Grouping levels
16Looks for display rules
10Formulas per grid

Why it matters

A list is only useful if you can find what matters in it. Rowhouse brings report-style summaries into a grid you can edit: change an amount and watch the stage total move before you save; let an Overdue rule turn the late deals red so nobody has to look for them.

In the product

See it as your users will

Display rules, with their meaning

Five rules on one pipeline: overdue close dates in red, this week’s in amber, big deals in green. Each rule has a meaning, listed in the Display Key and read aloud after the value.

Figure 1. Five rules: Close Date before TODAY (red text), Close Date between TODAY and TODAY+7 (amber fill), Amount at least 250000 (green fill), Stage equals Prospecting applied to the Row (purple bar), and a data bar on Probability. The rule's Label explains each in the Display Key.

Grouping with subtotals

Grouped by stage with a sum of amounts and the earliest close date in each group. Subtotals cover every matching record, and a collapsed group still counts in the Total row.

Figure 2. Grouped by Stage with Sum of Amount and Min of Close Date. Closed Won is collapsed; its 18 records still count in the Total.

Admin filters and your own

The admin’s filter shows as a locked chip. A filter a user adds from a column’s menu has an ✕, and every count and total follows it.

Figure 3. The admin's filter is a locked chip, Email is not blank; the user's own, added from the Title column's menu, has an ✕, and the Title header shows a filter mark. "Filtered" joins the count line.

Filter any column

Choose a condition and a value; Apply, or Enter, and the grid asks Salesforce again, across every record rather than only the rows on screen.

Figure 4. Filter… on the Title column: a condition and a value. Apply, or Enter, and the grid asks Salesforce again; the filter becomes a chip beside the admin's locked one.

Columns of your own

Hide, show and reorder columns for yourself. Columns the admin keeps on screen stay put, and Reset layout brings the admin’s design back.

Figure 5. Choose columns on Account People: Business Phone hidden, Email moved before Title. Full Name, kept on screen by the admin, cannot leave Visible.
What it does

In detail

01

Search every record

Search runs on the server, across every record the grid can show, not only the rows on screen — text, email, phone, web address, picklist and lookup names. Counts and subtotals follow the search.

02

Sort, as Salesforce sorts

Click a header to sort, Shift-click to add a tie-breaker. Picklists sort in the order of their values, as they do in reports.

03

Admin filters and column filters

An admin scopes a grid once — open opportunities only, my cases — and users see each condition as a locked chip. Users narrow further with a filter on any column, and every count and total follows.

04

Big lists

The first 10,000 records load at once; more load as you scroll, up to 100,000. Only the rows near the screen are drawn, so scrolling stays smooth, while screen readers still hear the right row numbers.

05

Columns and a layout of your own

Resize, wrap or clip, choose and hide columns, drag to reorder; the admin can freeze up to five on the left. Each person’s layout — columns, widths, sort, grouping — is kept, and Reset layout puts the admin’s design back.

06

Grouping, subtotals and a Total row

Group by up to three columns, with a count and subtotals on every group — sum, average, minimum, maximum, count — and a Total row. Dates group by day, week, month, quarter, year or fiscal period. Subtotals cover every matching record, not just the loaded rows, and follow unsaved edits.

07

Display rules, and the Display Key

Sixteen looks — fills, text colors, bold, icons, arrows and data bars — on a cell or a whole row, triggered by a value, by another field, or by a formula. A Display Key lists what each look means, and screen readers hear the meaning after the value: no color carries meaning on its own.

08

Formula columns

A calculated column for one grid, in Salesforce’s own formula syntax, worked out on the server — without creating a formula field on the object.

Published limits

Where it stops

Each limit is there for a reason you can see: how much a browser draws smoothly, or how much Salesforce lets one transaction do. Every limit, and the benchmark →

  • Grouping3 levels, 5,000 groups
  • Formulas per grid (columns and rules together)10
  • Columns one user can filter at once10
  • Rows reachable by scrolling100,000, loaded 2,000 at a time
  • Frozen columns0 to 5
What it does not do
  • Filters narrow; they are not security. Sharing and field-level security still decide who sees a record.
  • Filters are for the visit. A user’s column filters are not saved in their layout, and users cannot name a view and share it.
  • Formula columns are read-only and cannot be sorted, grouped, filtered or subtotalled.
How it compares

Against the paid grids

FAQ

Grouping and display rules: questions

Do subtotals include rows that are not loaded?

Yes. Subtotals and the Total row are worked out on the server across every matching record, and they also reflect your unsaved edits, marked as such.

Can I color a whole row?

Yes. A display rule can apply to one cell or to the whole row. On a row, a fill shows as a bar at the left edge, so it never hides a cell’s own color.

Can users save their own filters?

Not yet. Each user’s columns, widths, sort and grouping are kept, but column filters last only for the visit, and named, shared views are not part of Rowhouse.

Why is a cell not colored when I expect it to be?

Unsaved and failed cells are not colored, formula rules change only after a save, and a grid left open past midnight needs a Refresh to move TODAY on.

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.

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