Group and Organize Items in a List View

The list views in various modules like RFI, Submittals, Change Orders, etc., allow you to organize and view items with nested grouping, making it easier to find entries of interest at any time. This grouping feature lets you create multiple groups based on column values, so all items sharing the same value in a selected column are grouped together. You can then create subgroups within each group by selecting another column, and so on. This creates an accordion-style view, where subgroups are nested inside parent groups.

For example, if you want to group RFIs by the trade type of the contractor and then by their priority levels, you can first group by the 'Trade Type' column. Once that’s set, you can add another grouping by 'Priority' to organize the data further. You can create multiple grouping rules, each applied in sequence to structure your data as needed.

You can also use the groups to create custom views of the grid to show the items organized in a specific manner. See Manage Custom List Views to learn more.

The process of grouping the items works consistently across all table views. In this article, we use the RFI list view as an example, but the same method can be applied to any table, allowing you to group data based on your specific criteria in any context.

To add grouping rules 

• Click the group icon  .
• Select the column as your first grouping criterion.

The color by which the group will be shown in the accordion fold is shown beside the column name.

• Click 'Add' to add more grouping criteria one by one
• You can easily adjust the order of nested groups by dragging and dropping the grouping criteria, allowing you to rearrange the hierarchy to suit your needs.

• Click 'Apply' for your setup to take effect.

In the example above, RFIs are initially grouped by trade type, followed by grouping within each trade type by priority. You can continue adding as many grouping criteria as needed to further drill down and organize the items.

• Open the 'Group View' pane and click 'Reset' to remove the grouping settings.