Grouping Menu

The Grouping menu enables you to manage the content of a grouped column in the Document Grid View.

To view the Grouping menu

• Right-click Column Header box in the grouping row.

Column menu commands

• Full Expand: Display content of the grouped column and related files in Document Grid View.
• Full Collapse: Display only content of the grouped column in Document Grid View.
• Sort Ascending: Arrange grouped column content in alphabetic (A to Z) and numeric order (lowest to highest).
• Sort Descending: Arrange grouped column content reverse alphabetic (Z to A) and reverse numeric order (highest to lowest).
• Clear All Sorting: Remove all sorting options in use for all columns.
• Sort by Summary:
• Count by [grouped column] - Sort Ascending: Sort the groups by the grouped count (lowest to highest).
• Count by [grouped column] - Sort Descending: Sort the groups by the grouped count (highest to lowest).
• Ungroup: Return grouped column to column heading row.
• Show Group By Box: Display the Group By box above the column bar.
• Hide Group By Box: Remove from display the Group By box above the column bar.
• Split: Display the contents of file in the Document Grid View in two panes.
• Group Summary Editor...: Opens the Group Summary Editor.
• Remove Split: Return the contents of file in the Document Grid View from two panes to a single pane.
• Hide This Column: Remove the selected columns from the Document Grid View.
• Column Chooser: Open the Customization dialog box.
• Best Fit (all columns): Adjust the size of all columns to display the entire contents of their field with the most text.
• Filter Editor: Open the Filter Editor dialog box.
• Show Find Panel: Display the Find panel above the column bar.
• Hide Find Panel: Remove the Find panel above the column bar.
• Conditional Formatting: Opens dialog boxes to highlight fields based on criteria of submenus.
• Highlight Cell Rules
• Greater Than: Opens the Greater Than dialog box.
• Less Than: Opens the Less Than dialog box.
• Between: Opens the Less Than dialog box.
• Equal To: Opens the Equal To dialog box.
• Text that Contains: Opens the Text that Contains dialog box.
• Custom Conditions: Opens the Custom Conditions dialog box.
• Unique/Duplicate Rules
• Unique Values: Opens the Unique Values dialog box.
• Duplicate Values: Opens the Duplicate Values dialog box.
• Manage Rules: Opens the Conditional Formatting Rules Manager.
• Show Footer: Display the Footer panel below the Document Grid View.
• Hide Footer: Remove the Footer panel below the Document Grid View.