You will now see how to categorize a view.
While sorting arranges documents in a certain order, categorization uses the ordering scheme to place documents in "buckets." You will see how this happens as the exercise proceeds.
- Open the design element for the main view.
- Put focus on the first column and click Create -> Insert New Column.
- In the lower pane, select Field (the radio button) and category (from the list) for the column value.
- Set up sorting for the column:
- Double-click the new column head to bring up the column properties.
- Click the second (Sorting) tab.
- Select Ascending as the sort method.
- Save and refresh the view.
Again you may have to close and open the view to refresh correctly.
These steps insert another sorted column. Documents are arranged first by category then by subject.
- However, this is a case where it is more useful to categorize the first column.
- Click the Sorting tab again and select Categorized as the type.
- Reduce the header width to 1.
- Set the data font to make the data stand out.
Use the third tab on the column properties box to set the data font to bold blue.
- Open the view in Notes®.
It should appear as follows:
For the first column, each distinct value (after sorting) appears once on its own row. Rows for the actual documents follow. A category row does not represent a document but serves to group documents with the same sort value. Double-clicking on a category row collapses the category so that the underlying documents do not appear in the view. Double-clicking again expands the category. You can click View
to collapse and expand multiple category rows.
The following also applies to categories:
Parent topic: Your first view
- Subcategories can be created by categorizing columns left to right.
- If the underlying field for a categorized column allows multiple values, documents can appear in multiple categories.