Suggested by Sri M – Under Review
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
Based on our recent discussions and estimations by our development team, it has become apparent that we require a bit more time to finalize the exact release wave and timelines for this feature. While we are fully committed to delivering it to you in a timely manner, we want to ensure that our estimations are accurate and ideaspace entry reflects the right status and release wave.
As a result, I am marking this feature as "Under Review" until we can provide you with concrete timelines and we will keep you updated every step of the way.
Thank you for your understanding! If you have any questions or concerns or suggestions to influence the product strategy, please feel free to reach out.
Shouldn't this be available already? Very much needed
Great that this feature is on its way. Is there a possibility to have a rough time frame?
Not seeing a way to do this. Seems unfinished if you cant set this -even programmatically.
Am I wrong or is it not in the "Wave 1 2024" release?
that's a high value increment
Scenarios: I had several times the requirements that in an existing solution where you had an
You wanted certainly have the list of participants, but also the managers just wanted a list of (unique!) Accounts on one glimpse without having to fidget around with grouping ("too many clicks")... or (worse yet) manually collapsing the 100+ participants.
As a YY manager, I want to open the AB form and see the list of unique Accounts, unique Contacts (best including total count) in separate thanks to default grouping and default collapsed display.
Use cases: e.g. List grooming (Oh, I see my key account has not yet one of their contacts signed up to our flag ship event, ... I will follow-up...!), quick information from how many accounts do we have contacts participating on this event.
Instead of events you could use any other such as Opportunity and line item grouping by product type and more.