Sorting the List Data

1

Click the sort icon in the list toolbar or press on your keyboard. The Order by panel displays. Click Add New Field and select up to three fields to sort by.

2

The fields are displayed in the Order by panel. Click one of the icons next to the field name to select between an ascending sort order or a descending sort order .

Drag the fields up or down to determine the order of your sorting levels.

The sorting levels are color-coded — green for the primary, yellow for the secondary, and orange for the tertiary sort field. In the pictured example below, the list data is sorted by Start date in descending order, then by Project owner in descending order, and finally by Customer in descending order.

Click the remove icon next to a field name to clear that sorting level and stop using that field to order your list.

Click Apply to validate your changes and return to the list.

3

Notice the sort icon is displayed in green color with a dot to indicate that sorting options have been set for the list.

4

Notice the column headers also indicate the sort order and sorting levels with icons similar to those in the Order by flyout panel.

5

You can also sort your data directly from the column headers. Point to the column title to display the option icons for the column. Click the Sort Ascending or Sort Descending icons. The icons show in green, yellow or orange color if the sort option is enabled for that column.

You can set up to three sorting levels. The first sort icon you click will make that column the primary sort field. The second and third sort icons you click will make these columns the secondary and tertiary sort fields, respectively.

When you have set all three sorting levels, the sort icons no longer display for the remaining columns. Click an active sort icon to clear that sort level if you want to sort your data by another column.