This is referring to Account breadcrumb because Account can have many children and grandchildren.
Account A --> Account B -->Account 1
--->Account C -->Account 2
--->Account D
So breakcrumb will be look like this Account A >> Account >> B >> Account 1
These are the steps:
- Create a number formula field to indicate hierarchy level at Account object.
- Create a text formula field to printout breadcrumb link
- Create a text formula field for Drill Up URL
- Add formula field to Gridbuddy field
- Create two actions at GridBuddy ; Drill Up and Drill Down.
- Add action to the Grid
Step 1:Create a number formula field to indicate hierarchy level at Account
Go to Setup >> Customize>>Account and create Custom Field with details below:
Data Type: Formula
Field Name :Hierarchy Level
Formula Return Type :Number
At Advanced Formula, paste this formula:
IF(!ISBLANK(ParentId), 2, 1)+ IF(AND(!ISBLANK(ParentId),!ISBLANK(Parent.ParentId)), 1, 0)+ IF(AND(!ISBLANK(ParentId), !ISBLANK(Parent.ParentId), !ISBLANK(Parent.Parent.ParentId )),1, 0)+ IF(AND(!ISBLANK(ParentId), !ISBLANK(Parent.ParentId), !ISBLANK(Parent.Parent.ParentId ), !ISBLANK(Parent.Parent.Parent.ParentId)), 1, 0)+ IF(AND(!ISBLANK(ParentId), !ISBLANK(Parent.ParentId), !ISBLANK(Parent.Parent.ParentId ), !ISBLANK(Parent.Parent.Parent.ParentId), !ISBLANK(Parent.Parent.Parent.Parent.ParentId)), 1, 0)+ IF(AND(!ISBLANK(ParentId), !ISBLANK(Parent.ParentId), !ISBLANK(Parent.Parent.ParentId), !ISBLANK(Parent.Parent.Parent.ParentId), !ISBLANK(Parent.Parent.Parent.Parent.ParentId), !ISBLANK(Parent.Parent.Parent.Parent.Parent.ParentId)), 1, 0)
Step 2:Create a text formula field to printout breadcrumb link
Go to Setup >> Customize>>Account and create Custom Field with details below:
Data Type: Formula
Field Name :Hierarchy Level
Formula Return Type :Text
At Advanced Formula, paste this formula:
Note:Account+Hierarchy actually is grid name Account Hierarchy.
Go to Setup >> Customize>>Account and create Custom Field with details below:CASE(Hierarchy_Level__c, 1, "", 2, HYPERLINK("/apex/gblite__Grid?gname=Account+Hierarchy&fpf=ParentId&fpv=" + ParentId, Parent.Name,"_self") + " > ", 3, HYPERLINK("/apex/gblite__Grid?gname=Account+Hierarchy&fpf=ParentId&fpv=" + Parent.ParentId, Parent.Parent.Name,"_self") + " > " + HYPERLINK("/apex/gblite__Grid?gname=Account+Hierarchy&fpf=ParentId&fpv=" + ParentId, Parent.Name,"_self") + " > ", HYPERLINK("/apex/gblite__Grid?gname=Account+Hierarchy&fpf=ParentId&fpv=" + Parent.Parent.ParentId, Parent.Parent.Parent.Name,"_self") + " > " + HYPERLINK("/apex/gblite__Grid?gname=Account+Hierarchy&fpf=ParentId&fpv=" + Parent.ParentId, Parent.Parent.Name,"_self") + " > " + HYPERLINK("/apex/gblite__Grid?gname=Account+Hierarchy&fpf=ParentId&fpv=" + ParentId, Parent.Name,"_self") + " > ") + HYPERLINK("/apex/gblite__Grid?gname=Account+Hierarchy&fpf=ParentId&fpv=" + Id, Name, "_self")
Note:Account+Hierarchy actually is grid name Account Hierarchy.
Step 3 :Create a text formula field for Drill Up URL
Data Type: Formula
Field Name :Parent Account URL
Formula Return Type :Text
At Advanced Formula, paste this formula:
'/apex/gblite__grid?gname=Account Hierarchy&fpf=Id&fpv=' + Parent.Id
Note:Account Hierarchy is a grid name.
Step 4 :Add formula field to Gridbuddy field
Go to Grid Wizard >> Manage Grid.If haven't create any grid yet, create new Grid named Account Hierarchy.If you want to apply breadcrumb to existing Grid, please ensure in previous steps replace Account Hierarchy withAfter Create or Select the grid, click Next.Select Hierarchy Link field from Parent Object and move it to Selected Fields as below.Then Save.
Step 5: Create two actions at GridBuddy (Drill Up and Drill Down)
In this step, we will create to Action which are Drill Up and Drill Down.Click Manage Action>>New to create new Action.Below are the details to create the Actions
Drill Up Action
Drill Down Action
Note:Content is Account Hierarchy&fpf=ParentId . Replace Account Hierarchy with your grid name if you use different name.
Step 6 : Add action to the Grid
After Save, you can click Manage Grid to go back to the grid.Select your grid name and Click Next.Scroll down to the bottom until you find Select Action.Check on Drill Down and Drill Up and Save.So now you can Launch Grid.But for my case,because I embed this grid inside Visualforce.So this is my view.
This entry is adapted from Create breadcrumb with formula field