Group data

Grouping provides a way of hierarchically structuring the display of Document Registry files in the list.

Note: The cached records mode must be enabled to group data. From the View menu choose Cache All Records Mode.

To turn the grouping panel on, from the View menu choose Grouping Panel. The grouping panel is indicated by the gray area above the column headers that states 'Drag a column header here to group by that column'.

You can group by multiple columns by repeating step 1 and the order of the columns determines which columns are grouped first.

Grouped columns can also be sorted by clicking the column header to toggle the sort direction.

Grouped nodes can be expanded by clicking adjacent to the group that you want to expand.

To expand or collapse all group nodes click one of the toolbar buttons .

Adding and remove columns

Filtering column data

Sorting column data

Saving and applying layouts