Hierarchical Select List Sorting - Web Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Web Client

Platform
OnBase
Product
Web Client
Release
Foundation 24.1
License
Standard
Premier
Essential

Some select lists allow you to sort by grouping multiple columns together in a hierarchical order. The following example shows one of these lists:

Select List of internal mail messages, with a variety of senders, subjects, and dates.

This select list can be sorted by column in ascending or descending order, and the columns can also be grouped in a hierarchical order to sort the list even further. To group columns, perform the following steps:

  1. In the document select list, click and drag the column heading into the grouping area above the list:
    Select list sorted by the From column, with sort triangle displayed in column header.

    The results are grouped based on the current values in the column you selected:

    Select list of documents.
    • To collapse the grouped results, click the arrow (^) next to the group you want to collapse.

    • To expand a group, click the arrow (>) next to the group you want to expand.

  2. To sort the list further, drag additional column headings into the grouping area:
    Select list of documents with Document Date column header dragged to the grouping area.

    In the example above, the results are sorted first by the Position Applied column, then by the Name column, and finally by the Document Type column.

  3. To remove a column from the grouped results, hover over the column name in the grouping area and click the corresponding X:
    Select list of documents grouped by Document Date and Document Name, with the X displayed next to the Document Date column header in the grouping area.