To organise the information that you see in a grid you can sort by up to 3 fields (depending on what has been set up for that grid).
You can sort:
- By selecting the arrow/name of the column
- By selecting the pencil icon under the name of the grid and adding/editing the fields its being sorted by.
Note: This sorting is only temporary but if you want to see this sorted view more frequently we will show you how to save this view below.
To sort a particular column to be ascending or descending eg. by state date click on the arrow next to the column heading.
One click will point the arrow up (ascending), two clicks will point the arrow down (descending eg. picture shown).
You will see under the Grid view name that the view has been sorted by other field eg. Status and Start date.
Save the Sorted View
Once you have this sorted view and you want to save this:
- Click on the cog icon and then
- Click ’override default views’.
You will then see the field that it's currently being sorted by.
Note you can change if:
- All conditions are met : all must be true.
- OR: any one of the filters are true.
- Customer condition: eg. (1 OR 2) AND 3
Once you are happy with how the view has been sorted click SAVE AS.
NOTE: a red dot on the cog icon will appear if you don’t save these changes.
Then name your new view in a way that you will easily be able to identify. The click SAVE.
You will be taken directly to your new view.
