Group and Organize Items in a List View

List views in all Linarc modules like RFI, Submittal, Change Order, Punchlist, and others allow you to efficiently organize and navigate items using nested grouping. This feature helps you quickly locate entries of interest by grouping items based on shared column values.

Nested Groups

You can create multiple levels of grouping by selecting one or more columns. For example:

• Start by grouping RFIs by the Trade Type of the contractor.
• Then, add a second grouping by Priority to further organize RFIs within each trade.

The result is an accordion-style view, where each parent group can be expanded to reveal its nested child groups, making the data more structured and easier to scan.

• Grouping is flexible—you can apply multiple levels in sequence to tailor the view exactly to your needs.

Automatic Subtotals

The system automatically calculates subtotals for all applicable numerical fields in each last-level (leaf) group. These subtotals appear as the final row within each group, giving you a quick summary without manual calculations.

Custom Views

You can save any grouped view as a custom view, making it easy to return to a specific layout whenever needed. These views can also be shared with team members to ensure consistency across your organization.

To learn more, see Manage Custom List Views.

Grouping works consistently across all table views in the system. While this article uses the RFI list view as an example, the same method can be applied in any module—helping you structure your data based on the criteria that matter most to you.

To add grouping rules

• Click the group icon  .
• Select the column as your first grouping criterion from the drop-down menu

The color by which the group will be shown in the accordion fold is shown beside the column name. You can change it by clicking the color swatch and selecting a new color from the palette. 

• 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, the revised budget view is initially grouped by contractor assigned, followed by grouping the line items under the contractor based on the type of source( whether original bid, approved Change order, or Upcoming Change order). You can continue adding as many grouping criteria as needed to further drill down and organize the items. By default, all numerical data is aggregated to display a summary at the bottom of each group. 

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