# 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.
#### **Supported Field Types**
Grouping is only available for specific field types: **Lookup**, **Date**, and **Picklist** fields.
## 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
Group features
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## How to Create a Group
1. **Click the Group icon** on the toolbar.\
A pop-up appears showing all available grouping parameters for the current Grid.
2. **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**.
3. 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.
Create a group
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## 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.
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## 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.
