Create a group
Method 1:- Click any field name, hold
Cmd / Ctrl, and click other fields to select. - Right-click — pick Create group in the context menu.
- Enter a group title and confirm.
- Click Field management in the upper-left of the table.
- In the field list, click the icon on the right of any field to open the menu.
- Click Create group.
- Enter a group title and confirm.
Move fields in / out of a group
Method 1:- Click the icon on the right of the group title to open the group menu.
- Click Edit group.
- Add or remove fields.
- Hover the field name — right-click or click the icon.
- Pick Move into group or Move out of group.
- Click Field management in the upper-left of the table.
- In the field list, click the ⋯ icon on the right of a field to open the menu.
- Pick Move into group or Move out of group.
- To move a field from one group to another, move it out first, then into the new group.
Add and view group descriptions
Method 1:- Click any field name, hold
Cmd, and click other fields to select. - Right-click — pick Create group.
- In the group editor, click + Group description.
- Enter a description and confirm.
- An icon appears next to the group title.
- Hover the icon to view the description.
- Hover the group title — right-click or click the icon.
- Pick Group description.
- Enter the description and confirm.
Reorder groups
Method 1: hold and drag the group title left / right. Method 2:- Click Field management in the upper-left of the table.
- Hold and drag the icon on the left of the group title.
Hide a group
Method 1:- Hover the group title — right-click or click the icon.
- Pick Hide group.
- Click Field management in the upper-left of the table.
- Click the icon on the right of the group name to hide.
Disband a group
Method 1:- Hover the group title — right-click or click the icon.
- Pick Disband group.
- Click Field management in the upper-left of the table.
- Click the icon on the right of the group name to open the menu.
- Pick Disband group.
FAQ
- Q: Who can use field grouping in AI Table? A: Without advanced permissions, users with edit or manage access can create or edit groups. With advanced permissions on, only users with manage access can.
- Q: How many groups can a single AI Table table have? A: Up to 300.
- Q: Does grouping in one grid view apply to other views? A: Yes — grouping applies to all grid views of the table.