Custom View Wizard - Grouping

In the Groupings and Sorting step of the Custom View wizard, specify grouping and sorting options (if any) for how the data will be displayed. You are not required to select grouping or sorting options.

Note: You can also sort custom views while in the view by clicking the header of the field on which you want to sort.

TO specify grouping and sort options:

Enable Queue—If you are creating a view for Projects, Requests or a portfolio tab and want it to use queue mode, select Enable Queue.

This option is only available for Projects, Requests and portfolio tab views. For more information, see About Queue Mode.

If you are an administrator, you have the option to give all users in the enterprise the ability to reorder items in the list, or to specify certain users for this ability.

If you are not creating the view as an administrator, you do not see this option.

Note: When you enable Queue Mode, grouping options and summary calculation options are not available.

Select sorting options:
Note: If you are creating a queued Projects, Requests or portfolio tab view, Sort sets the beginning order for the view. It also defines the sort order if items in the view share a ranking or are unranked (for instance, items added after you have ranked items in the view).

Select an item-level sorting option from the Sort By list.
By default the item name is selected.
Note: The list contains all available fields you can select for sorting, including fields you did not select for display in the view.
Select whether the sorting should be Ascending or Descending.
By default the sorting is ascending.

If you are an administrator creating a queue view, select who should have the ability to reorder items in the view:
To give all users in the enterprise the ability to reorder the view, select All users can change the queue order (default).
To give specific users the ability to reorder the view, select Specific users can change the queue order.
Select grouping options:

Select a Level 1 grouping option from the Group By list.
Note: The list contains all available fields you can select for sorting, including fields you did not select for display in the view.
From the Sort Order list, select whether the group sorting should be Ascending or Descending.
If you are grouping by a date, select a Date Grouping Option.
Options include Day, Week, Month,Quarter, and Year.

To include sub-groupings in the view, select up to two additional grouping level options.
Click Next Step to continue, or Previous Step to go back to the previous step.
Note: If you are editing an existing view, you can click Skip To and go to a specific step in the wizard.

Next: Defining summary calculations.

For help on wizard steps, click the step name: