Grouped lists

Grouping aggregates a list by a field and displays the record count per group. Grouping can help you find data quickly by organizing and providing a summary of search or filter results.

For example, this picture shows active incidents grouped by caller.

Figure 1. List grouped by caller (List v2)
List grouped by caller
  • Groups are named for the values of the field selected for grouping. For example, if you group by the assigned user, each group is a user's name.
  • The record count for each group appears next to the group name.
  • The total number of items in the list (all groups combined) appears near the paging controls in the list. This total displays only when the list is grouped on a field.

List v3 provides extended grouping capabilities.

Use a grouped list in List v2

You can find information by grouping a list by a particular field. After grouping items in a list, several options let you focus on a particular group or set of groups.

Before you begin

Role required: none

Procedure

  1. Use one of the following methods to group and ungroup items in a list.
    • On the title bar, click the context menu and select Group By. Select the field by which to group the list. To remove a grouping, select -- None --.
    • Right-click the column name and select Group By. To remove a grouping, select Ungroup.

    For example, this picture shows active incidents grouped by caller.

    Figure 2. Group by
    List grouped by caller
  2. Use any of the following actions to expand the groups.
    OptionDescription
    To expand or collapse a group Click the arrow (Arrow icon) next to the group name.
    To expand or collapse all groups Click the arrow at the top of the list.
    To open the full list for a group Click the group name.
    To see all records for a given group Open the full list.
    Note: The maximum number of records shown per group is the number of records per page in list view.

Use a grouped list in List v3

You can find information by grouping a list by a particular field. In the grouped by list view, you can change the grouped list focus, hide the visualization panel, or switch the graph view.

Before you begin

Role required: none

Procedure

  1. Right-click the column heading for the column to group by, and then select Group By <column name>.
    To undo a grouping, click Ungroup in the list footer.
    The system groups the list by the column values and opens the grouping panel.

    Grouped list in List v3

  2. Use any of the following actions to work with grouped records.
    OptionDescription
    Show or hide a group In the Show All tab of the grouping panel, clear or select the check box by a group.
    Focus on specific groups In the Show Selected tab of the grouping panel, clear the check boxes of any groups you do not want to see.
    Switch the graph view between a pie graph and a bar graph In the grouping panel, use the graph toggle.
    Show or hide the grouping panel In the list footer, click Toggle group by.
    Note: The maximum number of records shown per group is the number of records per page in list view.