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.
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To sort a particular column to be ascending or descending eg. by state date click on the arrow next to the column heading.
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One click will point the arrow up (ascending), two clicks will point the arrow down (descending eg. picture shown).
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You will see under the Grid view name that the view has been sorted by other field eg. Status and Start date.
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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’.
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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.
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Then name your new view in a way that you will easily be able to identify. The click SAVE.
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You will be taken directly to your new view.
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