Grouped list from one table

[Aleksi]

Many app users have asked how to group the list on a Workflow/Template when the data is coming from one table only. Unfortunately we don’t have that functionality at this moment, but this sample app shows how you can do that. For this purpose you need one virtual column but other functionalities are done on the Email Body. The method works with the template as well.

Trick is not the virtual column’s formula. The trick is coming from the combination of virtual column’s appformula and Workflow rule. The virtual column is:

SELECT(Data[ID],[NAME]=[_THISROW].[NAME])

… and the general syntax for the formula on Workflow is:

<<Start: SELECT(Data[ID],[ID]=INDEX([GROUP],1))>><<[NAME]>>
<<Start: [GROUP]>><<[LOG]>>
<< End >>
<< End >>

https://www.appsheet.com/samples/How-to-create-a-grouped-list-for-email?appGuidString=dc56c835-a5f6-...

[Koichi_Tsuji]

Thank you for sharing great tips @Aleksi

Simple set up, do great stuffs.

The key essense of this trick appears to be template expression of ; -

Aleksi:

SELECT(Data[ID],[ID]=INDEX([GROUP],1))

This outer select expression, most importantly the part of

Aleksi:

INDEX([GROUP],1)

should yield the one row key value representing each different group and pulling the one row per group dynamically.

Then render [Group] fields which is already Listing up the set of row associated to each group.

I would say super clever, beautifully simple.

[Marc_Dillon]

Good way to do this.
Here are some other ways:

Single category headers in workflow templates for multiple records of same category Tips & Tricks 💡

Say you have data like this: [image] With “Group by” selection in a Table view, you can easily display this in the app like so: [image] But what if you want to do so in a PDF file generated via a START expression in a workflow? Use the following general model: [image] Which basically says “if this is the first item in this category, display a header”. The tricky part is when using a subset of values in a table, like child values of the parent record you’re working with. Then for the seco…

[Geovanni_Gerard]

Hi, I was trying to look up the sample app, but did not work .

Is there any error ? I mean, I literally add some rows, and the data erase after save it.

Regards,

[Marc_Dillon]

Geovanni_Gerardo_Roj:

sample app…
… add some rows, and the data erase after save it.

That’s how sample apps work, no data is ever saved.

[Tommy62]

Wie würde bei diesem Vorgehen der Ausdruck in der virtuelle Spalte für weitere Filterungen lauten. Zum Beispiel nur Daten des aktuellen Monats wenn man einen PDF-Bericht erstellen will? Oder muss man diese direkt in der PDF-Vorlage anpassen? 

[Tommy62]

Dies ist meine Lösung für einen gruppierten Servicebericht nach Kunden mit Daten des aktuellen Monats für die VC [Group], die als Ref vorliegen muss:   SELECT(Servicebericht[Zeitstempel_ID], AND([Kunden] =[_THISROW].[Kunden], MONTH([Zeitstempel_ID])=MONTH(TODAY())))