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Group data

These features are available only in the Standard and Professional program configurations.

Data grouped

Now we will learn how to group data. Let's go to the directory for an example "Employees" .

Employees will be grouped "by department" .

Expand or collapse groups

For example, to see the list of workers in the ' Laboratory ', you need to click once on the arrow to the left of the group name.

If there are many groups, you can right-click the context menu and simultaneously expand or collapse all groups using the commands "Expand all" And "Collapse all" .

Find out more about what are What are the types of menus? .

Then we will see the employees themselves.

Ungroup

Now you know that in some directories data is displayed in the form of a table, for example, as we saw in "Branches" . And in "others" reference books, data can be presented in the form of a 'tree', where you first need to expand a certain 'branch'.

You can easily switch between these two data display modes. For example, if you don't want the directory "Employees" data was grouped "by department" , it is enough to grab this column, which is pinned to the grouping area, and drag it a little lower, putting it in line with other field headers. You can release the dragged column when the green arrows appear, they will show exactly where the new field will go.

After that, all employees will be displayed in a simple table.

To return to the tree view again, you can drag any column back up to a special grouping area, which, in fact, says that you can drag any field onto it.

Group by multiple fields

It is noteworthy that the grouping can be multiple. If you go to another table where many fields will be displayed, for example, in "visits" , then it will be possible to first group all the visits of patients "by date of admission" , and then also "according to the doctor" . Or vice versa.

Sorting when grouping rows

Very interesting sorting capabilities when grouping rows .

Grouping in the search form

When you open the visits module , the Data Search Form appears first. Grouping can also be used in it if there are a lot of rows. See how to apply or opt out of using this form.

See below for other helpful topics:

• What are the types of menus?
• Adding employees
• Information filtering
• Sorting when grouping rows
• To the begining

• Download the program with interactive training