Grouping Level Advanced Options

Filter

When defining a filter for the level, you specify the conditions for including folders in the grouping level. For more information on defining the conditions, refer to Filter Settings. You can also utilize indirectness in specifying filter settings (for more information, refer to Advanced Search).

User-specific folder selection in a view

In the advanced settings for the view grouping level, you can specify whether the user is to be shown all virtual folders belonging to the level or whether the user may select the folders to be used. Folder selection is useful when the view or virtual folder includes a large number of subfolders (more than 500). By means of folder selection, the user can easily select the folders to be modified. The use of folder selection is significantly quicker than, for example, grouping by first letter when the number of objects is large (more than 10,000).

For example, if the view has been defined By Customer or By Project and the company has thousands of customers or projects, user-specific folder selection makes it easier for users to perform their daily tasks in the required customer or project folders. In this case, the user employs the Select Folder function to select only the folders that should be used.

If the retrieval of the subfolder listing is slow, try each algorithm in order to determine which is fastest for this type of search.

Folder limitation can be used if the grouping level is specified on the basis of a property that utilizes a value list.
Note: The setting is specific to each grouping level.

For common views, folder limitation can be specified by a user with at least the right to manage common views.



The advanced options for a grouping level.