Group
The Group feature allows you to organize records by shared attributes, much like grouping in Excel. This helps you structure data logically, making it easier to analyze, navigate, and manage related information at a glance.
Key Uses of Grouping
You can use the Group function to:
Create meaningful Custom Grids based on grouped data
Focus on specific sets of records for better visibility and quick operations
Generate temporary or ad hoc groups for time-sensitive analysis
Build disposable groups for one-time use or quick insights
How to Create a Group
Click the Group icon on the toolbar. A pop-up appears showing all available grouping parameters for the current Grid.
Select a parameter (e.g., Account, Status, Owner). A list of values under that parameter will be shown. Choose one or more values and click Apply.
A group will be created, and the grouped records will appear in the Grid view. Each group includes an Expand icon and the number of records it contains.
Group Floaty
Once a group is created, a Group Floaty panel appears at the bottom-right of your screen. This panel provides a convenient way to navigate between groups and manage grouped data.
Floaty Features:
Resizable: Drag the top edge or corners of the floaty to resize it vertically. The chosen size persists until manually changed.
Minimize/Maximize: Click the Minimize button to collapse the floaty into a title bar. Click Maximize to restore it to its previous size.
Draggable: The floaty remains draggable whether it's minimized or expanded. You can reposition it anywhere on the screen for better visibility.
Removable:
Click the X button in the floaty header to close it.
Alternatively, click the Group icon again to open a dropdown where you can choose Remove Group to clear the grouping entirely.
Navigating Groups
Use the Expand icon next to each group to view its records.
The Group icon in the Title Bar displays the currently applied grouping parameter.
Grouped records remain sortable, filterable, and editable, just like ungrouped records.
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