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How To Group a Supplier Document Index Into Sections

Carl Mueller
April 8, 2026
2 min read
Group an SDI into Sections
Blog

Customers sometimes require that documents on the Supplier Document Index (SDI) be grouped by major tag or by some other value they specify. In that regard, DocBoss enables you to group them by custom field and is just another way to automate specific customer requirements to make your work easier.

Cards included in an SDI report can easily be grouped by a specified value (either by Major Tag OR by a custom doc code/card field). To achieve this , the “GroupSDI” array can be added to the template (encompassing the “DocumentsByIndex“ array).

With the Group SDI array added, the “highOrderFilter(GroupSDI)” parameter should be added to the <Start_DocumentsByIndex> array starter (e.g., <Start_DocumentsByIndex|highOrderFilter(GroupSdi)>)

The order of the variables is as follows:

  1. <Start_GroupSdi|field=X>
    • “X” to be replaced with either “MajorTag1_List” OR “CustFieldX”.
    • Note: Table headers can either come before this array starter (to display headers at the top of the report only) OR can be included within the array (to display headers at the top of each individual grouping)
  2. <GroupSdi.Title>
  3. <Start_DocumentsByIndex|highOrderFilter(GroupSdi)>
  4. <DocumentsByIndex> variables
  5. <End_DocumentsByIndex>
  6. <End_GroupSdi>

Once the SDI is generated, the groups will be order alphabetically.

Any order level cards (and/or cards that are associated with all possible groupings – i.e., all major tags OR all custom values) will be added to a “Standard Documents” grouping. However, if there are cards associated with more than one grouping (but not all), they will be added under a separate grouping for that unique set of values.

Example: There are 3 major tags – A, B and C.

– Cards associated with all 3 major tags will be added to the “Standard Documents” grouping

– Cards associated with 2 of the 3 major tags will be added to their own specific grouping (e.g., “MT 1 & 2,” “MT 2 & 3”, or “MT 1 & 3”)

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