I do not understand how to group/separate by Document Sets (or Job or Job Segement for that matter, where are these terms even defined?) Documents are obvious, but other options are rather obscure.
Is it simply all documents that have the same value for the selected field are grouped together? What if some documents do not have that field present. Can a group be defined on a field value change? If only page 1 of my set has the selected field, can all following documents be grouped into that set until a value changes?
These are essentially different grouping levels. For example, you can create Document Sets to group invoices for the same recipient, documents belonging to the same household, or documents that fall within a certain sheet size range for downstream processing.
Data based grouping use field values, not necessarily on changes in those values. This means documents with the same data value can be grouped together, even if they are not consecutive.
I’m sure there are plenty of other use cases, and I’d be interested to hear how other forum members are using these grouping levels.
What are you trying to achieve in your particular case? Knowing a bit more about your use case might help us suggest the most appropriate grouping approach.