# How to configure Card Grouping ### Introduction Card Groups is a new layer of visualization and management of cards. One feature of these card groups is their customizable visual styles. This means that a stack of cards and an individual card can be visually distinct, making it easier to identify and differentiate. Another feature is a set of aggregation functions for calculating several kinds of totals: * Maximum * Minimum * Sum * Average These functions are instrumental in providing meaningful insights into your data, aiding in more informed decision-making and efficient project management within the Salesforce CRM platform. {% hint style="info" %} This feature is available since release 3.1.37 {% endhint %} To make card groups you just need to have a kanban with columns configured on some Data Source object. ### Basic Configuration Let's use Opportunities in the following example. The Kanban will have 4 columns for several Opportunity stages. {% hint style="info" %} Distributing cards by columns - is the top layer of records representation and management in kanban. Card grouping offers a second layer. {% endhint %} Here how a kanban can look like without grouping:

We can add grouping by some fields of Data Source object. {% hint style="info" %} Groupable field types: * Checkbox (boolean) * Phone (string) * Picklist (string) * Email (string) * Text (string) * Text Area (string) * URL (string) * Number (int). Does not include custom fields, only standard Number fields with SOAP type `int`, like `Account.NumberOfEmployees`. * Lookup (id) * Master Detail (id) * Id (id) * Date (date) * Formulas of type Checkbox and Date, including cross-object formulas across standard and custom relationships. {% endhint %} * Open Column Config popup and go to "Grouping Configuration" tab. * Click

button to select a Data Source field in "Group by" picker:

* A field picker will appear. Select a field (fields of up to 4 levels are available) and click "Apply" button:

* Save changes:

This is enough to add groups to the column. These groups will automatically receive a header that will correspond to the value of selected field, and will contain only cards that have this value set. Here how a kanban can look like with card grouping in the last column:

{% hint style="warning" %} If some cards have no value in the field which cards are grouped by, these cards will not be included in any group. {% endhint %} Card groups have the following features: * They are collapsed by default and show only the first card. To expand a group click

button at the group header. * Card grouping does not cancel column sorting order - it will be matched inside groups too. * If group contains many cards, not all of them can be displayed - in this case a "load more" button will be shown at the bottom of expanded group. {% hint style="warning" %} Only one Card Group is allowed per column. {% endhint %} ### Other Features Card Groups offer following abilities: * Styling * Show totals * Use conditions to include cards in the group #### Styling Add CSS styles using proper Styles picker:

You can use merge fields in styles to make groups styled dynamically depending on different values. #### Totals * Click

button to show proper subform for Totals entry. * Type Label (text that will be displayed left to value). * Select aggregation method in "Details" column. Currently available methods are: * Sum (proper values from all cards belonging to the group will be added) * Minimum (will show minimal value) * Maximum (will show maximal value) * Average (will calculate and show average value) * Select a field which Total will be aggregated by * Set CSS styles (e.g., color) for this Total, if necessary You can add several Totals:

How can look card groups with styling and Totals:

#### Conditions To make card grouped more efficiently, you can specify conditions. Only cards, whose records match conditions, will be grouped. * Go to "Conditions" section of Grouping Configuration tab * Click

button to add condition * Select Data Source Object field, operator and type * Specify value to be matched * Add more conditions, if necessary * Set conditions Logic, if needed In the example below Opportunity cards will be grouped by Account Name only for two specified accounts:

And how result will look like: