To access Grid Feature Settings:

• Go to Grid Setup
• Click on Global Defaults
• Click on Feature Security

The following feature settings are available:

• Action Column Toggles the Action Column on and off (view and edit links).
• Add Contacts to Emma Group Action to add one or multiple Contacts to Emma Groups (integration).
• Add Record (Inline) Gives the option to add new records inline on a grid. Add Record (New Window) Gives the option to add a record in a new window rather than inline.
• Advanced Copy/Paste - Allows the user to designate which object a lookup should be associated with.
• Batch Add - AG License Action to assign Grid Licenses to one or multiple users at a time.
• Batch Add - Campaign Members Action to quickly add one or multiple Contacts or Leads to Campaigns.
• Batch Add – Chatter Action to send out Chatter messages to one or multiple records at a time.
• Batch Add – Note Action to add Notes to one or multiple records at a time.
• Batch Add - Permission Sets Action to assign permission sets to one or multiple users at a time.
• Batch Add – Product Action to add a Product to one or multiple Opportunities, Orders, or Quotes at a time
• Batch Add - Request Action Action to request field updates on one or multiple records at a time.
• Batch Add – Task Action to create tasks for one or multiple records at a time.
• Batch Clone Action to create Clones of one or multiple records at a time.
• Batch Delete Action to Delete multiple records at a time.
• Campaign Member Loader (Legacy app) Allows users with the legacy Campaign Member Loader app to run it directly from the grid (integration).
• Checkbox Column Toggles the selection checkboxes for a grid.
• Column Settings Toggles the Column Settings for a grid which one can find by right clicking on a column header. Column Settings include setting Label, Default Value, Read Only, and Required attributes for a column on a grid.
• Conditional Formatting Toggles the ability to use Conditional Formatting for a grid.
• Conditional Formatting Legend shows a legend at the bottom of the Grid for each conditional formatting rule within the view.
• Configure Toggles the ability to use the field chooser and the options under the Configure button. These options are: Fields, Conditional Formatting, Formulas, Filter Logic, Manage Views, Keyboard Shortcuts, and Help.
• Detail Grid Toggles the ability to use the Detail Grid within the reading pane. This is a tab that allows the user to view data vertically rather than horizontally.
• DrawLoop Retired setting that formally allowed integration with Drawloop.
• Drill Down Toggles the ability to select one or multiple records and drill down to child records in a new window.
• Drill Up Toggles the ability to select one or multiple records and drill up to parent record information in a new window.
• Edit Mode Toggles the ability to edit information inline on a grid.
• Editable Parental Fields Toggles the ability to edit parent record information inline on a grid.
• Export to CSV controls the Export to CSV action.
• Export to CSV with Record IDs controls the Export to CSV with Record IDs action.
• Export to Excel Toggles the ability to select one or multiple records and export the information to excel.
• Export to Excel with Record IDs controls the Export to Excel with Record IDs.
• Fill Down Toggles the ability to make a change to a field, select one or more records, and apply the edited value to all selected records.
• Filter Logic Toggles the ability to see what the current filters are on a grid in the Filter Logic window.
• Find/Replace Toggles the ability to find and replace values for one or multiple records at a time.
• Follow Records Toggles the ability to follow one or multiple records at a time.
• Font Size allows users to set the font size for any given view.
• Formula Fields Toggles the ability for the creation of formula fields on a grid.
• Formula Mass Update Toggles the ability to update one or multiple records using the values from a formula field created on a grid.
• Fullscreen Mode Toggles the ability to put a grid into full screen mode.
• Geopointe Toggles the ability to select one or more records and view them in a Geopointe map (integration).
• Grid Required Field Prefill controls whether or not required fields get prefilled with a default value.
• Hover Detail Tips (Lookup) Toggles the ability to hover over a lookup and see details about the linked record in a mini layout.
• Lightning Component allows users to add lightning components to the reading pane.
• ListBrowse Toggles the ability to select multiple records and view them as a collection of records that can be paged through. The ListBrowse feature is deprecated and no longer supported by Conga.
• Manage Views Toggles the ability to open the manage view window from a grid.
• MapAnything Toggles the ability to select one or more records and view them in a MapAnything map (integration).
• Mass Update Large Batch (disabled by default) Toggles the ability to update more than 1000 records at a time by allowing the user to update all pages rather than just one.
• Mass Update Single Page Toggles the ability to update the values of multiple records at a time.
• Merge Toggles the ability to merge duplicate records together using DupeCheck (integration).
• Paste to Batch Insert Toggles the ability to paste the information in from an Excel Spreadsheet to insert new records.
• Paste to Batch Update (disabled by default) Toggles the ability to paste the information in from an Excel Spreadsheet to overwrite existing records.
• Reading Pane Toggles the ability to use the reading pane in a grid to display related information.
• Rename Columns Toggles the ability to rename a column on a grid.
• Reorder Columns gives users an additional interface for reordering columns within the Grid.
• Save Views toggles the ability to save views, save data, and revert data that has been changed on a grid.
• Save View As allows you to save a copy of your view.
• Secure Mass Update (Legacy app) Allows users with the legacy Secure Mass Updater app to run it directly from the grid (integration).
• Send Email Toggles the ability to send emails directly from a grid.
• Show Footer causes the footer to automatically hide unless the user is scrolling through the view.
• Summarize Column Toggles the summary information seen at the bottom of columns with numerical values.
• Toolbar Toggles the availability of the toolbar on a grid. View in New Window Toggles the ability to view a record in a new window.
• View In New Window opens selected records in new windows.
• Wrap Text allows users to wrap text for text fields under the column settings.