Grouping records

Learn how to group records in list views.

Help your team to navigate your apps more efficiently by grouping records in list views.

In this video, learn how to:

  • Group records by a particular field

  • Choose whether or not to show empty groups

  • Hide specific groups of records from the list view

  • Configure groups to be expanded or collapsed by default

  • Enable drag and drop to move a record into another group

  • Change calendar event colour on Calendar views by grouping records

  • Change map pin colour on Map views by grouping records

The option to group records is available on all Display options except for Single record view & Charts.

How to sort the order of record groups?

You can configure the order in which groups of records appear in your list views.

Watch the below video from 1:42 to see how.

Fields Available for Grouping

You can group your records by most field types. However, there are some exceptions:

  • Multiple option fields

  • Multi-linked fields

These field types cannot be used for grouping due to their complex nature.

Multiple Field Grouping

For Table and Row layouts, you can group by multiple fields:

  • You can group by up to 3 fields simultaneously

  • This feature allows for more detailed and hierarchical organization of your data

The option to group by multiple fields is currently only available for Table and Row layouts.

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