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 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.

Use a grouped list

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.
    • Grouped lists with a script include in the filter may cause slowness.
    The maximum number of records shown per group is the number of records per page in list view.