NOTE: To group, sort or filter the Schedule View, the option to "Allow Grouping and Filters" must be enabled.
| 1. | Select Utilities > Configure > Schedule Settings from the Menu Bar. |
| 2. | Click the Allow Grouping & Filters option to toggle it on or off. |
Once set, this option will be retained by Prime for future use.
List Screens have a Grouping Area, where items may be arranged so that they are classified under one or more group headings. For example, by default the Site List displays data grouped by Client Name, Building and Module Type. An alternate view of the data will be obtained if the "Module Type" heading in the Grouping Area is dragged and dropped in front of the "Client Name" heading.
Applying a Grouping
Either:
| • | drag a Column title to the Grouping Area (green arrows indicate where the heading may be dropped into place); or |
| • | insert a new field name in the Grouping Area: |
| i. | Right-click in the Data Area. |
| ii. | Select View Options > " Edit Displayed Data" from the subsequent menus. |
| iii. | Drag the appropriate field name from the Customization box to the required point in the Grouping Area and release the mouse button. |
| iv. | Repeat if required, and then close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. (NOTE: The data refresh may take up to a minute to complete depending on the quantity of data affected. Do NOT attempt to re-close the Customization box whilst the data refresh is in progress). |
Once a Grouping has been applied, a sort or filter may be applied to the Grouped data.
Normally, when a grouping has been applied, one field at a time is displayed in expanded format. To collapse all expanded groups:
| 1. | Right-click in the Data Area. |
| 2. | Select View Options > " Collapse All" from the subsequent menus. |
Removing a Grouping
If a filter has been applied to a Grouping, the filter must be cleared before the Grouping is removed. To do this:
| 1. | Click the down arrow on the required field. |
| 2. | Select the "(All)" option from the subsequent listing. |
Now remove the Grouping:
| 3. | Right-click in the Grouping Area and select View Options > " Edit Displayed Data" from the subsequent menus. |
| 4. | Drag the required field name to the Customization box and release the mouse button. (NOTE: If the filter has not been removed before the grouping option is undone, then a filtered view of the data will continue to be presented). |
| 5. | Repeat steps 1-4 as required. |
| 6. | Close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. (NOTE: If Prime is exited before the refresh has taken place, the filter will be retained by Prime for future use). |