Linked Record Grouping

We’ve added a new Group By option to Linked Records, giving you more control over how related data is displayed on Record Pages and within Record Detail Widgets. You can now group linked records by a specific field—making large sets of related information easier to scan, sort, and understand at a glance.

This enhancement improves the clarity and usability of linked record views, especially for teams working with complex datasets such as project tasks, CRM accounts, inventory lists, or any structure involving multiple related records.

Key Highlights

• Group By Functionality: Choose one field in the Linked Record settings to automatically group related records.
• ‍Sorting & Collapsing Options: Define how groups are ordered and whether they should start collapsed for a cleaner view.‍
• Broad Display Support: Works across most display formats—including Compact, Expanded, Simplified, and Table (with virtual scrolling)—with the exception of Standard view.‍
• Instant Refresh: Any updates to grouping settings are reflected immediately in the Record Page, Record Detail Widget, and drill-in modals.

How It Works

• Open the Linked Record field settings and locate the new Group By configuration.
• Select the field you want to group by, choose the sort order for the groups, and decide if groups should be collapsed by default.
• Once saved, your linked records will appear grouped in all supported display formats on Record Pages and in Record Detail Widgets.
• Any changes you make to the grouping configuration apply instantly—keeping your views consistent and up-to-date across all relevant components.