How to group a list

A group is a set of common records, such as clients with the same account rep or accounts with the same currency. You can group records to display related records together, similar to an outline. For example, group securities by security type to separate stocks from mutual funds from bonds.

The Group by form will allow you to select available columns from the active grid for grouping the list information. You may group grids by one column, multiple columns, and conditions. You can also modify an existing grouped grid.

To group a grid

1. Confirm on the list toolbar that the Group by box icon is active (  ). If it is inactive then click the Group by box icon to activate it.
2. Drag the column header into the Group by box.
3. Release the left mouse button once the two red arrows appear.
   
   

 When items are grouped, Primacy Workplace creates a group header which displays the name of the group and the number of items in the group. Where an on-line report includes various currencies, you can group by currency. Primacy Workplace will create a group footer and calculate the total amount for each currency in the report. You can expand or collapse the group headings to display or hide the records they contain.

To remove a group 

1. Drag the column header from the Group by box to the header row.
2. Release the left mouse button once the two red arrows appear.