Features

First-Generation Managed Package (Deprecated)

List Records Component

The GRAX List Records component is purpose-built for use on a "record page" in Salesforce. It can be added to a record page layout and configured to display records for a specific object that is related to the current context. Records can be filtered by status (live, deleted, archived, etc.) and displayed fields can be specified per component instance.

Use cases include:

  • Display archived and/or deleted Email Messages related to a Case

  • Display all recent Cases for an Account, regardless of whether or not they have been deleted

Configuration

The following settings can be configured via the component properties within the Lightning App Builder:

Setting
Effect

Related Object

Controls the type of records that will be displayed.

Related Object Fields

A comma-separated list of Field API names to include in the output table. If no field exists for a provided name, that column will be blank in the resulting table.

Override Title

Allows customization of the default page title which is usually based on the root object type.

Data Set Selection

Filters out records based on their deletion status.

Possible values are:

  • All Data (Live, Deleted, and Archived records)

  • Archived Data (Deleted by GRAX Archive)

  • Deleted Data (Deleted by any other means)

  • Archived + Deleted Data (Anything not Live)

Use iFrame

If true, changes to the component to behave like the second-generation Related Records component minus some security improvements. Improves loading speed for results.

iFrame px size

Determines the size of the component when "Use iFrame" is enabled.

Records Per Page

The number of records that will be displayed at once on the table. If more records than this exist, users can page through the results.

Hide ID Field

If true, removes the record ID column from the results table.

Child Level

The level in the hierarchy under the root record that records should be retrieved from.

For example:

  • 1 means immediate children of the root record

  • 2 means grandchildren of the root record

  • 3 means children of grandchildren of the root record

Additional Parameters

A place to set optional, advanced configuration values that get passed to the GRAX application.

The following settings are only applicable when the "Use iFrame" option is not enabled:

Setting
Effect

Hide Show Record

Determines whether the "Show Record" option is visible in the drop-down menu located on the far right of each row within the component.

Hide Show in GRAX

Determines whether the "Show in GRAX" option is visible in the drop-down menu located on the far right of each row within the component.

Hide View Graph

Determines whether the "View Graph" option is visible at the top of the component and in the drop-down menu located on the far right of each row within the component.

Hide Restore Button

Determines whether the "Restore" button is visible within the component after clicking "Show Record." This setting is only applicable if the "Hide Show Record" setting is disabled.

Do NOT Enforce Security or Salesforce Object Deleted

Determines whether the component respects Field Level Security. "Salesforce Object Deleted" is bundled with not enforcing Field Level Security because when an object is deleted, Salesforce does not contain that object schema anymore, and therefore GRAX cannot check if the component user should see the deleted object or not.

Versions Component

The GRAX Versions component is purpose-built for use on a "record page" in Salesforce as well. It can be add to a record page layout and configured to display all historical versions of the currently viewed record. This allows users to analyze changes to a record over time, identify who made changes, and even restore a previous version of the record if necessary.

This component has no configuration options.

Single Record Restore Component

The Single Record Restore component provides restore capability to end users. While it's possible to install this component individually on a page, it does rely on the GRAX Versions component to provide the capabilities described here.

This component has no configuration options.

Permissions Model

The first-generation Managed Package includes a number of permission sets, most of which are defunct at this time. To access the components described here, users must be assigned one of the following permission sets:

  • GRAX - User

  • GRAX - Advanced User

  • GRAX - Configuration Admin

Users must also have access to the GRAXLWCHelper Apex class in order for the components to load. You can grant access to the GRAXLWCHelper Apex Class by navigating to the user's profile, clicking on "Enabled Apex Class Access", adding the GRAXLWCHelper Apex Class and then clicking "Save".

If "Use iFrame" is enabled for the List Records component, Users will also need to self-authorize the GRAX connected app by opening the GRAX application in a separate tab the first time they log in. This can be avoided by an admin pre-authorizing the users via the Connected App settings.

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