Sorting and Grouping Action View Results

You can sort and group the results of an action view by setting fields using the icon in the action view template Specifies the dataview that you are inquiring on.'s Sort and Group pane or at runtime. Default sorting and grouping rules are set on the action view template. If you change the sort order or grouping at runtime, the new settings are saved when you save your view, but are not saved to the action view template.

To sort and group using the Sort and Group panel:

1. Either:
   • Click the icon in the toolbar above the results grid to display the Sort and Group panel.
   • From the Action View Enables you to inquire on FinancialForce Reporting data and any other data held on the Salesforce platform. Uses dataviews, related content panes, and action view templates. Template - Edit pane click the Sort and Group tab.
2. Select the field you want to sort by from the Column picklist.
3. To show items in the order of the picklist, as defined in your Salesforce org, select the Use Picklist Order checkbox. Ascending picklist order is default. Select Descending Picklist Order to reverse the list.
   
   You can only set picklist order for fields that are picklists. If you sort in picklist order and then you group this field, this is the order of the grouping.
   
4. If you're not using the picklist order, select Ascending or Descending in the Order field.
5. If you want to group rows with the same value for this field, select the Group By checkbox. Subtotals are displayed for numeric columns in each group. Leave the Group By checkbox deselected if you want to sort by this field, but not group.
6. If you select Group By, then choose whether to show or hide the detail for that group. Hide Detail shows only the subtotal row for each group. Deselect this checkbox to show the row details.
7. Click to add more levels of sorting and grouping. For example, if you are viewing sales invoices you could sort by Opportunity, then by StageName, and then by Close Date. If you apply grouping at multiple levels, the first field in the list is the outer group, the second field in the list is nested one level, the third field in the list is nested two levels and so on. Therefore, if you group by Opportunity, StageName, and Close Date, the results will be displayed using three levels of grouping. Each group is identified by its value.
8. Click the arrows to rearrange the order in which sorting is applied. When you have multiple levels of grouping, changing the sort order affects how the results are grouped.
9. Click Apply Sort to apply sorting. Clear removes all sorting and displays the results as they were when originally loaded.

Notes:

• If you have hidden columns, when you sort and group your action view results, you can still select the hidden fields as they are listed in the column dropdown list, even though the column is not displayed in the results.
• You cannot sort and group on a hidden column when you have summarized duplicate rows. When the data is summarized, the value that is hidden is no longer part of the dataset and therefore cannot be sorted or grouped on. For example, you might have identical rows of data that have different dates. If you hide the date column and then summarize the data to create a single row, the date is no longer relevant and cannot be used to sort or group on.