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Data & Field Management
Linked Records: Grouping for Record Selector
The Record Selector on Linked Records now supports Grouping alongside the existing Fields, Sort, and Filter controls. Solution Managers configure which field records get grouped by, group ordering, and whether groups default to collapsed or expanded — regular users see a grouped selector with search that auto-expands matching groups. Service desks grouping ticket links by Priority, GRC teams grouping controls by Framework, and PMO leads grouping sprint records by Owner all get a more navigable Record Selector.
Key Highlights
- Grouping as a First-Class Selector Control: Solution Managers can now configure Group By on the Record Selector alongside Fields, Sort, and Filter — a full set of view controls on the record-picking surface, not just the field-display surface.
- Multiple Levels of Grouping: The Record Selector supports multiple grouping levels, each with its own sort order, defaulting to whichever collapsed-or-expanded state the Solution Manager configures.
- Search Plays Nicely With Groups: When users search inside the Record Selector, matching results render within their groups and any collapsed groups containing matches auto-expand — no need to browse the tree by hand.
- Solution Manager Configuration, User Consumption: Only Solution Managers can set the grouping configuration; regular users see the configured selector and pick records without needing to understand or reconfigure anything.
- Independent From Field-Display Grouping: The Record Selector's grouping is separate from Group By on the Linked Record's display grid — Solution Managers can group the selector one way and the display grid another, or use both.
How It Works
- Open a Linked Record field's settings as a Solution Manager. Under the Record Selector configuration, find the new Group By control.
- Pick the field to group by, the sort order for the groups (or per level, if using multiple levels), and whether groups default to collapsed or expanded.
- Save the field settings. Every user working with the Record Selector for this Linked Record field now sees the grouped view.
- As a regular user, click into a Linked Record cell to open the Record Selector. Records appear grouped as the Solution Manager configured them.
- Type in the search input to narrow the list. Matching records render inside their groups, and any collapsed groups containing matches auto-expand so nothing gets missed.
Adding Group By to the Record Selector rounds out its view-control set — Fields, Sort, Filter, and now Group — so large linked-record pools stay navigable no matter how many records they hold.