Sort and group records on a page

Sort and group records on a page

Sorting

Records can be sorted by one or more fields, in ascending or descending order.

The header of the field used for sorting will be highlighted in blue, displaying an arrow to identify if the sorting is ascending or descending. In the example below, Tasks are being sorted by Due Date in ascending order, from the earliest due date to latest due date.

To sort records, users can either:

• Select a header to sort records by that column's field.
• Select a field from the Sort menu.

Sorting by more than one field is also possible.

To sort by multiple criteria, select Sort and go to Advanced Sorting…

The menu allows users to choose up to three different fields to sort by. Each field can be sorted in either ascending or descending order.

The headers of all fields being used to sort will now display blue.

Grouping

Records can be grouped by one or more fields, in ascending or descending order.

In the example below, Tasks have been grouped by the Assigned To field.

To group records, users can either: 

• Right-click a header and select Group, to group records by that column's field.

• Select a field from the Group menu.

Grouping by more than one field is also possible.

To sort by multiple criteria, select Group and go to Advanced Grouping…

By default, records can be grouped by a single field.

Additional fields can be added and removed by selecting to + and – buttons.

Groups can be re-ordered by dragging the lines to the left of the field.

Groups can be expanded and collapsed as needed, by selecting the arrows to the left of the group.

To quickly expand and collapse all groups, hold ALT/command and left-click over the arrows to the left of the group.