Group

Group helps you organize records by field-based conditions so similar data is easier to browse. It provides the tools you need to classify records with multi-level grouping and sorting, making your work more efficient and helping you accomplish tasks with ease. With Group, you can add one or more grouping conditions, choose supported fields such as text, number, date, single select, rating, contact, and formula, set sorting for each grouping condition, expand or collapse all groups, remove existing conditions, and lock the current view’s filter, sort, and group settings. Whether you're reviewing grouped records, adjusting sort behavior for different field types, or preserving a specific view so collaborators cannot change it, Group helps you stay productive and complete tasks efficiently across different work environments. Choose the documentation below that best matches your needs to learn more.

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