NOTE: This topic applies only to Advanced Tree View Roll-Ups from Summer 2005 and later releases. If you are working with a prior release, please see “Web Part Properties (Pre-Summer 2005 Only)” instead.
The Grouping tab on the administration interface allows you to configure the roll-up to automatically group information based on the contents of a selected field. You can also control the color and font of the group labels and specify whether or not the results should be expanded.
For example, if you have a task list with five different statuses, the tasks can be grouped by status. If you add a sixth status value, any items with that status are automatically included in the display and grouped under that new status.
When you are finished making your selections on this tab, click any other administration tab to save your changes and keep the administration interface open, or click OK to save your changes and return to the roll-up display.
The name of the field to reference to determine the values to group on. This must be one of the display fields within the web part. Only one field name can be identified here.
NOTE 1: If the roll-up utilizes multiple schemas, the web part will reference the first schema in the schema list to determine the available fields for selection from this field.
NOTE 2: Tree view roll-ups do not support special characters such as “@” in dynamic grouping. If the Dynamic Grouping Field you identify contains this character, it will result in an error. The grouping will show correctly, but the group will not open when you try to expand it. The @ character is supported in dynamic grouping in action-enabled roll-ups.
This field is used to identify the background color for the group headings. Click Choose Color to the right of this field to select the desired color, or you can enter the color in hex format. Leave this field blank to use the default color.
This field is used to identify the font family, size, color, and weight to use for the group headings. Leave this field blank to use the default font and style.
Example: font-family: Verdana; font-size: 10pt; color: blue; font-weight: bold
Select Yes from this field to have the roll-up display an expanded view of the results that includes site and list names, group headings, and returned items. Select No to contract the results and display only the names of each site included in the roll-up.