Create a Table View with Grouping

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Group your table view by a Select field to organize records into collapsible sections.

Steps

1. Navigate to the object (People, Companies, etc.)
2. Click the view dropdown → + Add view
3. Name your view (e.g., "Companies by Type")
4. Click Create
5. Click Options → Group
6. Choose a Select field to group by
7. Click Save

Configure Group Order

Under Options → Group → Sort, choose how groups are ordered:

Option	Description
Alphabetical	A to Z
Reverse alphabetical	Z to A
Manual order	Drag groups to reorder under "Visible groups"

Click the eye icon next to a group to hide it from the view.

<Note> **For best performance, limit to 10-15 visible groups.** If you need more, consider using a Dashboard instead. </Note>

Example: Companies by Industry

1. Go to Companies
2. Create a new view named "By Industry"
3. Click Options → Group
4. Select the Industry field
5. Save

Now your companies are organized by industry, making it easy to focus on one segment at a time.

Related

• Table Views — all table view features
• Filters and Sorting — combine grouping with filters