Skip to main content

Group Documents by Category in Collapsible Sections

Grouped view turns a Category column into numbered collapsible sections. Readers expand a category, scan the documents in it, and collapse it again. That is a tree-view-like browsing experience on a modern SharePoint page. It is not a folder tree, not a recursive hierarchy, and not a literal treeview control.

What you need

  • A SharePoint list or document library in the current site
  • A column that holds a category value for each item (any column name)
  • Title mapped, plus Category mapped

Items with no category fall under Other.

1. Map Category

  1. Edit the page and open Zenpo Resources Library.
  2. Under Content mapping, map Title if it is not already mapped.
  3. Map Category (optional) to the column that holds each item's group name.

Until Category is mapped, Default view keeps Grouped disabled. The option reads Grouped — needs a Category mapping.

2. Set Grouped as the default view

  1. Open Layout.
  2. Set Default view to Grouped.

Readers can still switch to Cards or List after the page loads. You only choose which view opens first.

3. Check the groups on the page

  1. Publish or preview the page.
  2. Confirm each category appears as a numbered collapsible group.
  3. Expand and collapse groups. Items with a blank category should sit under Other.

The selected View still supplies the base order, the filter, and the item limit. If a category is missing, the view may be filtering those rows out, or those items may have a blank category value.

How readers browse

In Grouped view, readers expand and collapse sections, use Search resources (unless you hid the search box), and use tag chips when Tags is mapped. They can open the details panel or the resource, depending on Click behavior.

This does not replace SharePoint folder management, check-in and check-out, or version administration. It presents the items the bound view already returns, grouped by the category values you mapped.