Online Help | Desktop App

Showing and hiding the Group Panel

Updated in 2024

Before you can group records by using the Group Panel, you must make it visible.

To hide or show the group box:

  1. On the Module menu, select the Options button in the upper-right corner to access the Options menu

  2. Use the Group by box option to toggle the visibility of the preview pane.

    This action will either show the group box above the grid (if it is not already displayed) or hide it if it's currently shown.

To hide or show the Group Panel, do either of the following:

  • Click View > Group by Box on the main menu.

  • Right-click anywhere in the grid, and then click Group > Group by Box.

  • Click the Group by Box icon on the Standard Toolbar.

This action will either show the Group Panel above the grid (if it is not already displayed) or hide it if it's currently shown.

NOTE: Alternatively, you can make the Group Panel visible by configuring options in the Customize View window: Click View > Customize Views and select the Group by Box check box on the Options tab.