Creator Help

Set Sorting

Overview

By default, a ZC view displays the records in the order in which they are added. (i.e.) latest records are listed on top. You can sort records by a specific column/column(s) in ascending or descending order to display meaningful reports. The choice of column(s) to be sorted depends on your requirement. For example, in a Sales View which list the sales made by different products on different dates, sorting by Sale Date will help you to analyze your date-wise sales figures easily.

Steps to sort records in a view

  1. Select the View from the Views tab.
  2. Select Set Sorting option from the View Configuration tree. The Set Sorting dialog is displayed on the right-side as shown in the screen-shot below. All the fields configured for the view will be displayed on the left-side list-box.
  3. To sort by a specific column, select the column from the list and add it to the right-hand side using the Add>> button. To sort by multiple columns, select the required columns from the list and add them to the right-hand side using the Add>> button.
  4. To remove a column from the sorting list, select the column from the right-hand side and move it to the left-hand side using the <<Remove button.
  5. To change the sequence by which the records will be sorted, select the required column from the right-hand side. Use the Move Up button to move the column up or the Move Down button to move the column down.
  6. To change the order of sorting from ascending to descending or viceversa, select the column from the right-hand side and click the Sort Asc/Desc button.
  7. When you access the view, the records will be listed based on the sort order configured for the view. In the screen-shot below, the Sales View displays the records sorted by Sales Date. For each Sales Date, the records are sorted by Inv.No.

Note:

  • You don't need to go back to the View tab, to change your sorting preferences. Zoho Creator allows you to change your sorting/grouping preferences directly from the report itself. Refer the topic View Records -> Sort By any column, to learn more.

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