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Editable grids allow users to select a column value from the view as the 'Group By' value allowing users to group records based on data present within the record. For example, users can Group opportunities by 'Industry' and view all open opportunities grouped meaningfully.

If a user selects a Group By value manually and navigates away from the view, this value is lost and the user has to select the 'Group By' value again. Allow system administrators to set a default 'Group By' value for a view (similar to default sorting and filters) to minimize the number of clicks a user has to make.
STATUS DETAILS
Planned
2024 Release Wave 1
Ideas Administrator

This item is being planned for implementation and timelines are being discussed currently. Please feel free to add votes & comments to share your suggestions with us. Thank you!

Comments

S

Am I wrong or is it not in the "Wave 1 2024" release?

Category: Unified Experience: Search, navigation and performance

S

Not seeing a way to do this. Seems unfinished if you cant set this -even programmatically.

Category: Unified Experience: Search, navigation and performance

S

Great that this feature is on its way. Is there a possibility to have a rough time frame?

Category: Unified Experience: Search, navigation and performance

S

Shouldn't this be available already? Very much needed

Category: Unified Experience: Search, navigation and performance

S

Or allow to set the default Group By column in the control settings of the editable grid.

Category: Unified Experience: Search, navigation and performance