Configuring Data Grouping

Overview

Grouping aggregates similar records under a single, expandable header based on a specific field (like Stage, Region, or Owner). By the end of this tutorial, you’ll be able to create a clean, organized table that users can navigate with ease.

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Step-by-Step Configuration

1

Select Your "Anchor" Field

The first step is to specify the Data Table field to use for record organization.

• Navigate to the Data Mappings section in the Properties Panel.

• Locate the Group By attribute.

• From the dropdown or search list, select the field you wish to use as your grouping anchor (e.g., Status or Account Name).

2

Define the Group Sort Order

Once the field is selected, you can decide how the headers themselves are ordered.

• In the Group By section, find the Direction setting.

• Choose Ascending (A-Z) or Descending (Z-A).

• Example: If grouping by "Priority," use Descending to ensure "High" appears at the top of the list

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Fine-Tuning the Group Display

After the basic setup, use the advanced settings on the Grouping Options tab to refine these settings and polish the user experience.

Visual State & Visibility

• Collapsed (Initial State): Set this to True if you want the table to load with all groups closed. This provides a clean "high-level" overview, which is highly recommended for large datasets.

• Non-Collapsible: Enable this to "lock" groups in an open state, preventing users from accidentally hiding rows.

• Display Group Row Counts: Adds a numeric count next to the header—e.g., In Progress (12). This gives users instant context on the volume of work in each category.

Handling Data Gaps

• Hide Undefined Groups: If some records have a blank value in your grouping field, enable this to hide those "Undefined" groups from the view entirely.

• Undefined Group Label: If you choose to show blank values, provide a professional name like "Unassigned" or "N/A" instead of leaving the header empty.

• Show Empty Groups: Forces the table to show headers for every possible picklist value, even if there are currently zero records for that category.

Navigation Shortcuts

• Linkify: If you are grouping by a Lookup field, enable this to turn the group header into a clickable link. Users can jump directly to the corresponding Salesforce record without first expanding the group.

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Pro-Tip

Grouping vs. Sorting: Think of Grouping as the "buckets" and Sorting as the "internal order." For the best experience, group your table by a category (Status) and then sort the internal rows by a value (Amount) or date (Close Date).