SBX - Search With Button

SBX - Forum Post Title

How to add "Group By" picker to a view

Microsoft Dynamics CRM Forum

Jason Clishe asked a question on 9 Jun 2017 9:16 AM

Question Status

Suggested Answer

I'm new to Dynamics CRM. The default Accounts view has a Group By picker that allows me to group my accounts by sales rep. However, that's the only default view that has the group by picker, and I can't figure out how to create it in other views. I'd love for my opportunities to be grouped by sales rep. 

Does anyone know how to add a group by option to views?

Reply
Clément Olivier responded on 12 Jun 2017 10:56 AM
My Badges
Suggested Answer

Hello Jason,

To do so, you have to enable the Editable control over the entity :

and then you will have the possibility to use the Group By feature.

Clément

Reply
ManKern responded on 21 Jun 2017 4:42 AM

Hi, I have enabled the editable Control. How can I Group the Information in the view now?

Reply
Kyle responded on 9 Feb 2018 1:34 AM
My Badges

What if I want the Views of Leads to be have group by filter but without using editbale grid. I don't want them to be able to edit the records

Reply
Clément Olivier responded on 9 Feb 2018 1:56 AM
My Badges
Suggested Answer

Hello,

Sorry for the late answer @ManKern, when you have defined the editable grid, there will be a dropdown button with all columns in the view to group the data.

@Kyle, if you want grouping with collapse option for example, you have to go with the editable grid. If you just want that all data are ordered in a proper order to have all data with the same value "all together but not grouped" you can use the view order option.

Clément

Reply
arc23220 responded on 23 Apr 2019 4:06 AM
Suggested Answer

@kyle do you find the solution to do that ?

Reply
arc23220 responded on 23 Apr 2019 4:17 AM

@kyle do you find the solution to do that ???

Reply
Clément Olivier responded on 12 Jun 2017 10:56 AM
My Badges
Suggested Answer

Hello Jason,

To do so, you have to enable the Editable control over the entity :

and then you will have the possibility to use the Group By feature.

Clément

Reply
Clément Olivier responded on 9 Feb 2018 1:56 AM
My Badges
Suggested Answer

Hello,

Sorry for the late answer @ManKern, when you have defined the editable grid, there will be a dropdown button with all columns in the view to group the data.

@Kyle, if you want grouping with collapse option for example, you have to go with the editable grid. If you just want that all data are ordered in a proper order to have all data with the same value "all together but not grouped" you can use the view order option.

Clément

Reply
arc23220 responded on 23 Apr 2019 4:06 AM
Suggested Answer

@kyle do you find the solution to do that ?

Reply

SBX - Two Col Forum

SBX - Migrated JS