How to create Sort Ranges in the Orders App?

Updated on May 7, 2020 06:36AM by Admin

Orders App in Apptivo has the functionality to sort the orders according to the attributes present. This feature is named as Sort Ranges. With this Sort Ranges,

  • You can sort the records in ascending and descending order.
  • You can also sort more than one attribute at a time.

Steps to Create Sort Ranges in the Orders App

  • Log into your Apptivo account and navigate to the Orders App. Go to the Settings page.

  • In the Settings page, select Customize App → Sort Ranges. The Sort Ranges page will come into sight in the right pane.
Sort Ranges

  • Select Create to create a new Sort Range. In the Create Sort Range popup, add a name and description for the Sort Range.
  • In the Sort Column, select the attributes based on which the orders are to be sorted.
  • You can sort the records in ascending order and descending order.The configuration is set to sort the records based on Need By Date in the Ascending order.

  • To add another attribute for sorting, select the (+) icon. The additional attribute is Order # in descending order.
Additional Attribute

  • Select Create. A new Sort Range is created.
Range Created

  • Go to the Show All page in the Orders App. The Sort Ranges are available in the top-right pane.
  • Select the dropdown to choose a Sort Range. Here, Need By Date.
Show All Page

  • The orders are sorted according to the configuration designed.
Records Sorted