Add a grouping to a search screen

Sometimes it is helpful to have search results grouped. If you do a search for 'All Records' on the Clients screen, you will see the results grouped into 'prospects' and 'clients' sections. If you want to modify this to show your own grouping, you can do this simply in phpBMS.

1. Go to Tools -> Table Definitions.

2. Scroll down to find the table whose search screen you would like to adjust. Double click it to open it.

3. Click on the 'groupings' tab and you will see a listing of current groupings, if any.

4. Click on the pencil icon on the right side to edit an existing grouping or fill out the Add Record form to add a new grouping. The key field here is 'SQL Field' which will be used to define groups. In the case of the Clients table for example, records with client.type of 'prospect' will be seperated from records of type 'client'.

There are many possibilities here and you'll want to read about SQL GROUP BY clauses to get the most out of customizing the search screen groupings.