Sort Records

Sorting records allows ordering data by various criteria for convenient viewing and analysis. This instruction will show how to sort model records by fields.

When Needed

  • You need to order records by a specific field (for example, by date or name).
  • You want to see records in a specific order (ascending or descending).
  • You need to find records with the largest or smallest values.
  • You want to organize data for better analysis.

What's Important to Know

  • Sorting — ordering records by values of a specific field.
  • You can sort by any model field.
  • You can set the sorting direction (ascending or descending).
  • You can combine sorting with filtering for precise data selection.

Prerequisites

  • You are logged in with analyst rights.
  • You have navigated to the Custom Data module via Apps -> Custom Data.
  • You have an opened model with records.

Step-by-Step Instructions

  1. In the Custom Data module, open the needed model.
  2. In the records table, find the column header to sort by.
  3. Click on the column header:
    • First click — sorting ascending (from smaller to larger).
    • Second click — sorting descending (from larger to smaller).
    • Third click — remove sorting (return to initial order).
  4. Make sure records are sorted correctly:
    • Check the order of records in the table.
    • Or check that values in the column are displayed in the correct order.

What Happens After

Records are sorted by the selected field in the set direction. This makes it easier to find needed records and analyze data.

How to Verify It Worked

  • Check that records are displayed in sorted order.
  • Make sure the sorting direction matches your requirements.
  • Check that the sorting indicator is displayed next to the column header.

Other Methods

  • You can set sorting by multiple fields simultaneously (multi-level sorting).
  • Use sorting together with filters for precise selection and ordering of data.
  • Some systems allow saving sorting settings for quick access.