Group Placeholders

You can group a list of project placeholders by one or more placeholder fields. Your choice of grouping is remembered between sessions.

Automatic Search Refresh

The Auto-search toggle lets you control when search results refresh. When enabled, results automatically update with each grouping change. When this feature is disabled, results only refresh after you click Search. Disabling automatic searching can improve performance when working with large document sets.

To group placeholders:

1. Navigate to the project.
   You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab in your contact record, and in the Projects dashpart in the Personal Zone.
2. On the project window, click the DLM tab.
3. On the DLM page, click the Grouping tab.
4. Click Add Grouping.
5. On the Add Group dialog, use the Select a grouping list to select a criteria for grouping placeholders.
6. Click Apply.
   • If Auto-search is enabled, the results refresh automatically.
   • If Auto-search is disabled, click Search to update the results manually.
7. Repeat steps 4 through 6 to add more groupings as needed.
   Each new group you add becomes a sub-group of the previous one. For example, if you first group by Organization and then by status, the placeholders will be grouped by organization, and within each organization, they will be further grouped by Status.

   To reorder the groupings, select the field that you want to move, and then use the up and down arrows to adjust its position in the hierarchy.