The four everyday record actions live in Grid View: the + row at the bottom of the grid adds a record, and Sort, Group and Filter in the view toolbar arrange what you see. Group takes up to 3 levels, and Filter accepts single conditions or filter groups.
Plan Availability | All plan types. |
Permissions | Every member who can open the view. Adding a record needs create rights in the solution. |
Platform | Web |
Related Reading |
How do I add a record?
In Grid View, click the + row at the bottom of the grid, or at the bottom of a group when the view is grouped.
Type the record title; the record is created and you can fill in the other fields in the row.
How do I sort records?
In the view toolbar, click Sort.
Choose the field and the direction, ascending or descending. Add a second sort to break ties.
How do I group records?
In the view toolbar, click Group.
Choose the field to group by. You can add up to 3 grouping levels to a Grid View.
How do I filter records?
In the view toolbar, click Filter.
Add a condition: the field, the operator and the value.
Optional: add a Filter Group to combine several conditions in one filter.
Frequently asked questions
The first question came from a conversation this month.
What is a filter group and how do I use it in a Grid View?
What is a filter group and how do I use it in a Grid View?
A filter group combines several conditions into one filter, for selections a single condition cannot express. Click Filter in the toolbar, add a Filter Group and place the conditions inside it. See Advanced Filtering Using Filter Groups for the combinations.
How many grouping levels can a Grid View have?
How many grouping levels can a Grid View have?
Up to 3. Each level nests inside the one above it, and each group gets its own + row for new records.
Where is the + row when the view is grouped?
Where is the + row when the view is grouped?
At the bottom of each group. A record added there takes that group's value in the grouped field.
Why does grouping by week show no group for a week with no records?
Why does grouping by week show no group for a week with no records?
Group creates one group per value found in the records. A week with no records has no value to group on, so no empty group appears, and no setting shows empty periods. Records with no date are grouped together as empty.
Last verified 26 Oct 2026.