Enabling grouping by fields
Enable grouping by fields so that application users can change the display of data in a table to suit their needs. The users click the Group button on the toolbar to choose the fields they want to group by and they can arrange them in a sequence. They can also use the menu option in a column header.
- When you use grouping, the pagination settings are ignored and all the rows are displayed.
- Using the grouping feature on large data sets may cause performance issues.
- When you use grouping, the Responsiveness option is disabled.
In the Section form, click the table, and then click the View properties icon.
On the Operations tab, in the Grid operations section, select the Allow Group by (Additional settings on the column) check box.
To define the initial view for a user who opens the table for the first time, configure the initial grouping:
In the Section form, click a header of a column, and then click the View properties icon.
Select the Group by this column check box.
You can set the initial grouping by up to three fields. Any additional columns selected have no effect on grouping.
It is not possible to group by columns with embedded sections.
- Configuring the table toolbar
Configure the toolbar so that application users can interact with the table at run time, set a personalized view, and save it. The toolbar also presents a summary of the operations, for example, it indicates that columns are grouped by fields.
- Enabling the table columns visibility toggle
Enable the table columns visibility toggle so that application users can hide or show table columns at run time.
- Enabling row height adjustment for a table
Enable row height adjustment, so that application users can choose the size of the table rows.
- Enabling the refresh view button for a table
Enable the Refresh option for a table so that users can reload the table data while retaining the personalization options that they applied, such as filtering or hiding the columns.
- Adding custom actions to the table toolbar
Add custom actions to the table toolbar so that the users can quickly access functions that they need and use frequently.
- Upgrade considerations
When you upgrade from a previous Pega Platform version you might need to adjust the design of some sections.