Group list

Grids/lists feature throughout Case Manager. There are tools to manage the list itself as well as tools to manage items in the list. The Case List has access to most of these tools, see Case List as a grid.

You can group the records/rows in lists based on the value of certain fields/columns in order to organise the list into groups and sub groups.

As shown in the demonstration below, click the Group By Box icon to open up the grouping area.

To group the list by a particular field, drag the field's column header into the grouping area. Drag the header out to remove it from the grouping area.

You can expand or collapse groups to access its members.

If desired you can continue dragging headings to create subgroups, i.e. groups within groups, in order to further organise rows.

Click the grouping icon again to close the grouping area

Extra notes

Right-clicking a column heading allows you to fully collapse or expand the group.

Another way to access the grouping function is to right-click a column heading and select from the dropdown list.