Edit Grouping Dialog Box


Use this dialog box to edit an existing grouping. You can create multiple grouping conditions at once, with the top taking precedence, and each subsequent condition taking precedence over any below it.

Grouping enables you to display documents in log windows by grouping criteria that you specify. For example, you can group and display documents by activity ID, package number, or any other available field. You can also apply different background colors to the grouping rows to differentiate them.

Title

Enter a name for the new grouping.

Add

Click to insert a new row at the bottom.

Organize Rows

Click to open the Organize Rows Dialog Box to set the order of the grouping rows.

Field

Select the name of the field you want to group documents by.

Background Color

Select the background color for the row from the drop-down list.

Sort

Select whether column name entries are sorted in ascending or descending order.

Total

You can use this field with any log. If you select Yes, Contract Management will total the values in the primary groupings.

How to access this dialog box:

  1. From a log window, click the Layout drop-down list, and select Customize Layouts.
  2. Click Grouping in the Customize Layouts Dialog Box.
  3. Click Edit from the Grouping Dialog Box.


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Last Published Wednesday, June 17, 2015