Grouped lists

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.

[Omitted image “GroupList.png”] Alt text: 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.

Parent Topic:Lists in the classic environment

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.

   [Omitted image "GroupList.png"] Alt text: List grouped by caller.

2. Use any of the following actions to expand the groups.

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To expand or collapse a group

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Click the arrow ([Omitted image “Arrow.png”] Alt text: Arrow icon) next to the group name.

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To expand or collapse all groups

</td><td>

Click the arrow at the top of the list.

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To open the full list for a group

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Click the group name.

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To see all records for a given group

</td><td>

Open the full list.

</td></tr></tbody> </table> 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.