Record Sort Order on User Device

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Jeff

December 06, 2017 19:11

It would be helpful to have an account owner-defined sort order for records so they show up in a more useful order on a device, rather than an order based on server-defined ID. 

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  Joe Vetoe December 06, 2017 20:19

  Hi, Jeff. Thanks for sharing your thoughts! Can you tell me a bit about the workflow you envision and how you'd utilize it? What kind of criteria would you like to use to sort the records? 

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  Tony Ruth December 06, 2017 23:45

  Hey Jeff, I think you might be looking for the SORTFIELD reference ID which allows you to sort on one to many fields. Check out the link here and let me know if that takes care of your needs.

   

  https://iformbuilder.zendesk.com/hc/en-us/articles/201699300-Reference-ID-Overview#refid2

   

  -Tony

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  Permanently deleted user December 07, 2017 15:26

  "Hi Joe, Sorry, I think I’m using the wrong terminology. I’m wanting to change the order of forms as they appear on a device and in the control panel. So I can group forms in a certain order for easier access. I just discovered the ‘Sort Order’ for forms in FormBuilder – I’ll try that. Thanks, Jeff "

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