Transcript
00:10
The records displayed in a list view can be sorted and grouped.
00:14
First, let's talk about sorting.
00:17
Records can be sorted by one or more fields in ascending or descending order.
00:22
The header of the field used for sorting will be highlighted in blue,
00:26
displaying an arrow to identify if the sorting is ascending or descending.
00:32
On the tasks page,
00:33
tasks are being sorted by pipeline step in ascending
00:36
order from the first step in the pipeline to the last.
00:40
To sort records,
00:41
you can either select a header to sort records by that column's fields
00:46
or select a field from the sort menu.
00:52
Sorting by more than one field is also possible.
00:55
To sort by multiple criteria, select sort and go to advanced sorting.
01:02
This menu allows users to choose up to three different fields to sort by.
01:07
Each field can be sorted in either ascending or descending order.
01:14
The headers of all fields being used to sort will now display in blue.
01:22
An example of advanced sorting can be seen on the
01:25
shots page where shots are sorted first by sequence,
01:29
then by shot code.
01:32
Next, let's talk about grouping.
01:36
Records can be grouped by one or more fields in ascending or descending order.
01:41
On the tasks page,
01:42
tasks have been grouped by their link, which in this case is the shot code.
01:49
All the tasks from the same shots are grouped together.
01:53
To group records,
01:54
you can either right-click a header and
01:56
select group to group records by that columns field,
02:00
or select a field from the group menu.
02:06
Just like with sorting, grouping by more than one field is also possible.
02:11
To sort by multiple criteria, select group and go to advanced grouping.
02:17
By default, records can be grouped by a single field.
02:21
Additional fields can be added and removed by selecting the plus and minus buttons.
02:26
Let's group tasks by status, then by pipeline.
02:31
If I want to change the order, groups can be reordered
02:34
by dragging the lines to the left of the field.
02:38
Let's change the order to group first by pipeline step, then by status.
02:43
Once you hit update, the new grouping will be applied to the page.
02:47
Now we can see all of the tasks with the same pipeline step grouped together
02:52
and easily see how many tasks are not completed based on the groups.
02:57
Groups can be expanded and collapsed as needed by
02:60
selecting the arrows to the left of the group.
03:03
To quickly expand and collapse all groups at once,
03:06
hold alt and left-click over the arrows to the left of the group.
00:10
The records displayed in a list view can be sorted and grouped.
00:14
First, let's talk about sorting.
00:17
Records can be sorted by one or more fields in ascending or descending order.
00:22
The header of the field used for sorting will be highlighted in blue,
00:26
displaying an arrow to identify if the sorting is ascending or descending.
00:32
On the tasks page,
00:33
tasks are being sorted by pipeline step in ascending
00:36
order from the first step in the pipeline to the last.
00:40
To sort records,
00:41
you can either select a header to sort records by that column's fields
00:46
or select a field from the sort menu.
00:52
Sorting by more than one field is also possible.
00:55
To sort by multiple criteria, select sort and go to advanced sorting.
01:02
This menu allows users to choose up to three different fields to sort by.
01:07
Each field can be sorted in either ascending or descending order.
01:14
The headers of all fields being used to sort will now display in blue.
01:22
An example of advanced sorting can be seen on the
01:25
shots page where shots are sorted first by sequence,
01:29
then by shot code.
01:32
Next, let's talk about grouping.
01:36
Records can be grouped by one or more fields in ascending or descending order.
01:41
On the tasks page,
01:42
tasks have been grouped by their link, which in this case is the shot code.
01:49
All the tasks from the same shots are grouped together.
01:53
To group records,
01:54
you can either right-click a header and
01:56
select group to group records by that columns field,
02:00
or select a field from the group menu.
02:06
Just like with sorting, grouping by more than one field is also possible.
02:11
To sort by multiple criteria, select group and go to advanced grouping.
02:17
By default, records can be grouped by a single field.
02:21
Additional fields can be added and removed by selecting the plus and minus buttons.
02:26
Let's group tasks by status, then by pipeline.
02:31
If I want to change the order, groups can be reordered
02:34
by dragging the lines to the left of the field.
02:38
Let's change the order to group first by pipeline step, then by status.
02:43
Once you hit update, the new grouping will be applied to the page.
02:47
Now we can see all of the tasks with the same pipeline step grouped together
02:52
and easily see how many tasks are not completed based on the groups.
02:57
Groups can be expanded and collapsed as needed by
02:60
selecting the arrows to the left of the group.
03:03
To quickly expand and collapse all groups at once,
03:06
hold alt and left-click over the arrows to the left of the group.
Records can be sorted by one or more fields, in ascending or descending order.
The header of the field used for sorting will be highlighted in blue, displaying an arrow to identify if the sorting is ascending or descending. In the example below, Tasks are being sorted by Due Date in ascending order, from the earliest due date to latest due date.
To sort records, users can either:
Sorting by more than one field is also possible.
To sort by multiple criteria, select Sort and go to Advanced Sorting…
The menu allows users to choose up to three different fields to sort by. Each field can be sorted in either ascending or descending order.
The headers of all fields being used to sort will now display blue.
Records can be grouped by one or more fields, in ascending or descending order.
In the example below, Tasks have been grouped by the Assigned To field.
To group records, users can either:
Grouping by more than one field is also possible.
To sort by multiple criteria, select Group and go to Advanced Grouping…
By default, records can be grouped by a single field.
Additional fields can be added and removed by selecting to + and – buttons.
Groups can be re-ordered by dragging the lines to the left of the field.
Groups can be expanded and collapsed as needed, by selecting the arrows to the left of the group.
To quickly expand and collapse all groups, hold ALT/command and left-click over the arrows to the left of the group.
