Group Grid Data

You may also group column grids by selecting the Show Group by Box function in the form layout editor.

Grouping Grid Data

1. From the System Manager module > Customize > Role.
   
   
   
   
   
   The User Role list form will be displayed.
   
   
   
2. You can edit the forms for specific user roles logged in to Connected Business by selecting your preferred user role from the User Role list form. The User Role form will be displayed. From here you can choose what module you wish to modify its forms. Double-click on a module to open the User Role layout form.
   
   
   
   
   
3. There will be many items from the Detail tab to select from.
   
   
   
   
   
   Select one item from the Detail tab in the form to edit its corresponding form layout.
   
   
   
   
   
   From here you can customize your selected form's layout and functions.
   
   
4. Select a form that has a grid layout, or a table view. From the column area, right-click and select Column Customization.
   
   
   
   
   
5. Right-click on the column grids and select Show Group by Box.
   
   
   
   
   
   Drag column header and arrange them in this area, the grid data will be grouped accordingly. For example, if the Assigned To column is placed in the group by box area, the list will be arranged by Assigned To or by user.
   
   
   
   
   
6. To hide the grouping, right-click on the column grids and select Hide Group by Box.
   
   
   
   
   
   You may also reset the groupings you have made by right-clicking on the column grids and selecting Clear Grouping.