Sorting the List View Data

You can sort your data using the Order by panel accessible from the list view tool bar or the sort options available in the column headers. Both methods work together.

This feature supports ascending and descending sort options and multi-level sorting up to three levels. Any sort order applied to a list view continues to apply the next time you go to the same list view until you change it or switch to a different list view configuration.

1

Click the sort icon Sort icon in the list view toolbar or press O keyboard key 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 Sort ascending icon or a descending sort order Sort descending icon.

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

The sorting levels are color-coded — green Green sort ascending icon (primary sort field) for the primary, yellow Yellow sort ascending icon (secondary sort field) for the secondary, and orange Orange sort ascending icon (tertiary sort field) 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 Small 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 view.

3

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

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 Sort ascending icon or Sort Descending Sort descending icon 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.

Different ways to set or change sort options.
Tip:

You can save the sort order settings as part of a custom list view configuration. See Saving and Using Custom List View Configurations.

Important:

Sorting is disabled if the list view contains more than a threshold number of rows. The threshold depends on the configuration of your OpenAir account.

  • A message appears at the top of the list view column headers if the number of rows exceeds the threshold: “Sorting is disabled for list views containing more than <threshold> rows. To reduce the number of rows and restore full functionality, use advanced filters. See Advanced Filters.

  • You can still use the Order by panel and the sort ascending or descending buttons. However, any changes will have no effect on the order your list view data is displayed if the number of rows exceeds the threshold.