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Linked Record Grouping
Linked Records: Group By Option
We're excited to introduce a new way to view your linked records. With the Group By option, you can now display your records grouped by a specific field. This enhancement makes it easier to sort and navigate your data on Record Pages and within Record Details Widgets.
Key Highlights
- Group By Functionality: Select a single field from your linked record settings to group records together.
- Sorting and Collapsing: Choose the order for your groups and set whether all groups should be collapsed by default.
- Broad Display Support: The group view works across most display formats – including Compact, Expanded, Simplified, and Table (with virtual scrolling), but excludes the Standard view.
- Real-Time Updates: Changes to the grouping are reflected immediately, ensuring your view stays up-to-date.
How It Works
- Within the Linked Record field settings, you'll find the new Group By option. Select a field, define your sorting order, and decide if groups should start off collapsed.
- Once configured, your linked records on the Record Page and in the Record Detail Widget will display grouped by your chosen field.
- The configuration applies to all relevant display formats, and any changes to the grouping settings update both the main view and any drill-in modals simultaneously.
These refinements further ensure a smooth and intuitive experience when managing your linked records.