Grouping Options in the M-Files Desktop User Interface

Note: This content is no longer updated. For the latest content, please go to the user guide for M-Files Online. For information on the supported product versions, refer to our lifecycle policy.

You can add, change or remove grouping levels directly in the M-Files Desktop user interface by doing the following:

  1. Open M-Files Desktop and any vault connection.
  2. Open a view of your choice.
  3. Right-click an empty space in the listing area.
  4. Perform one of the following operations:
    If you want to...Do the following steps:
    Add a grouping level to a view that does not yet have any grouping defined
    1. Open the Group By menu.
    2. Select the grouping level from the list of choices or select Define... to define your own.
    Add an additional grouping level to a view
    1. Open the Add Grouping Level menu.
    2. Select the grouping level from the list of choices or select Define... to define your own.
    Change the current grouping level
    1. Open the Current Grouping Level menu.
    2. Select a new grouping level to replace the current one or select Define... to create a new grouping level.
    Remove the current grouping level
    1. Select Remove Current Grouping Level.
  5. Optional: If you want to categorize the objects or virtual folders alphabetically, right-click an empty space in the listing area and select Group by First Letter(s) or Group Folders by First Letter(s).
    For the Group by First Letter(s) command to work, the Allow this property to be used as a grouping level in views option of the Name or title property has to be enabled.