In Jobs lists, you can Group information by one or more columns, for example, Client Group, Client, Category, and Job State.
Grouping is currently available in the Jobs lists, including Home - My Jobs and Client - Jobs.
Grouping a List
In a list that allows grouping, when you expand the Columns tab on the left-hand side, it displays the Row Groups and the Values sections.
There are multiple ways to group the Jobs List.
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From the Columns tab. Click and hold on the '=' sign for the relevant column, dragging it to the Row Groups section below. |
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From the Column Headings in the list. Drag the column name from the list into the Row Groups section of the Columns tab. The cursor will change to display an icon with four arrows. |
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You can use multiple groups by adding other columns to the Row Groups section. The following example shows Client added as a second Group.
The order in the Row Groups section will determine the order the Groups are displayed in the list.
Using a Grouped List
Displaying Groups
After one or more columns have been added to the Row Groups the list will be displayed as follows:
- A new column will be added, called "Group".
- The column selected for grouping will be removed from the list.
- The groups will be displayed as expanding and collapsing sections in the Group column.
Sort the Group by clicking the "Group" column heading in the same way as other columns in the list.
To expand or collapse a Group, click the Expand or Collapse icon on the left-hand side of the value.
You can also right-click over the list to display the pop-up menu and select Expand All or Collapse All to expand or collapse all the Groups.
Selecting Rows in a Group
When a list is grouped, the Select 50 and Select All options are not available. You can click the select checkbox next to a Group title to select all the rows in that group. You can tick the Group when it is collapsed or expanded.
Saving a Grouped View
Changes to the grouping of lists can be saved as a View. When changing to the regular view and back to Grouped mode, the changes will be saved. When saving a View with grouping, the saved Views will always re-display with collapsed values.
Click the View Tools button at the end of the column headings, on the right-hand side of a list.
Click Save View.
Refer to Saving Changes to the View Layout, Modifying and Deleting Views.
Filtering on a Grouped View
Filters can be applied to a Grouped View, however the individual rows will be filtered, not the groups. For example, when grouped by Client, filtering by the Job Name will return only the clients with a Job Name that matches the filter.
Displaying Calculations
At the bottom of the Columns tab is the area where you can add values that can be used to include calculations for any numeric columns in the list. You can only apply values to a numeric column.
To add a column, drag the header of the relevant column to the Values. You can also drag a column from the list in the Columns tab into the Values section by dragging it with the = icon in the Columns tab list.
The following is an example of dragging the Estimated column to the Values.
You can include additional columns for the calculations, initially shown as calculating a "sum".
The calculations are displayed at the bottom of the list on the right-hand side.
Note: Columns must be added to the list.
You can remove any of the calculation values by clicking the x.
You can change what is calculated for a column by clicking on it and selecting from the available calculations such as "avg" for average, "min" for minimum or "max" for maximum.
If Calculations have been added to the list that you are exporting (using the Values at the bottom of the Columns tab), these are included in the export.
Exporting a Grouped List
In Jobs lists, you can export the list to Excel using the Excel Report function from the View Tools. Refer to Exporting Lists.
When a list is grouped, the Grouping is reflected in the exported file.
Please note when exporting the Jobs List:
- The Client Group, Client and Name (such as the Job Name) in the exported Excel file are hyperlinks and may only be displayed after clicking Enable Editing in Excel.
- If grouping by a Custom Field with a type of "User", the User ID will be displayed in the Exported File.
- There is a known issue that the first column will be blank, and data will be shifted one column over. This will be resolved in a future update.
The following is an example of the exported Excel spreadsheet with two Groupings (State and Client) after clicking Enable Editing in Excel.
When grouping has been applied, you cannot export the list as a .csv file and the following message displays.
Removing a Group
To remove a Group, click the x next to it either at the top of the Columns or in the Row Groups.
Note: When a Group is removed, the columns will be reinserted as new columns at the end of the view on the right-hand side.
Available Columns for Grouping
Grouping is only available for the following columns:
- Client Group
- Client
- Name
- State
- Category
- Cabinet
- Partner
- Manager
- Created By
- Modified By
- Billing Job (for practices using Workflow Jobs only)
Custom Fields with the following "Type" can be used for Grouping:
- Checkbox
- Drop-down
- Text
- User
Jobs with no selection for that Custom Field will not be grouped.
If you try to drag a column that is not relevant for Grouping to the Row Groups (such as Name or ID) it cannot be dropped and shows with the icon to indicate it is not available, as in the following example.