Method:Classic General Q&A

Re: Sorting the grid on the Lead List screen by a Lead Rating Record ID

Method_Greg — Wed, 20 Aug 2014 16:29:04 GMT

Hello Mike,

Yes, the LeadRatingRecordID field would be linked field through the Entity field. It then should be available in your filters and sorts.

Greg

Re: Sorting the grid on the Lead List screen by a Lead Rating Record ID

MikeB — Wed, 20 Aug 2014 16:28:50 GMT

Never mind - I figured it out.

But now I have a different problem. I changed the default sorting for the grid so that LeadRatingRecordID was first, followed by Fullname and then Special Contact (which was already there).

But now the first bunch of rows are all instances where the lead rating is blank. Is there any way to have the blank entries be last?

Re: Sorting the grid on the Lead List screen by a Lead Rating Record ID

MikeB — Wed, 20 Aug 2014 15:55:26 GMT

Thank you very much. Quick question though: I assume I'm adding the LeadRatingRecordID as a linked field to the Contacts table?

As for the sorting, once the LeadRatingRecordID is in the Contacts table, I should be able to add it as the first default sorting parameter for the grid itself.

Re: Sorting the grid on the Lead List screen by a Lead Rating Record ID

Method_Greg — Wed, 20 Aug 2014 15:46:43 GMT

Hello Mike,

This is certainly doable. I can break it down.

> The Lead Rating Record ID (ie. LeadRatingRecordID in the pick) is from the Entity table. In the picture, I added the field to the contacts table to have it available.

> It does seem you would be better off creating a filter instead of a button to sort your list. You can create a filter to show just the Hot, Warm and Cold ratings. Try a build selection list when building the filter. You are correct in saying there is no default sort options for individual filters. I would recommend creating a second grid for your sort. This way you can detail the sort and customize the columns to better fit your needs. You can have a button to hide and show a section with this grid inside.

Here is a sample of a filter. I don't have it sorted to just show lead.

Greg

Sorting the grid on the Lead List screen by a Lead Rating Record ID

MikeB — Wed, 20 Aug 2014 13:40:22 GMT

I'd like to sort the grid in the Lead List screen by our "Lead Rating" variable so that it can be exported/printed in an acceptable order. The values are 1. "Hot" 2. "Warm" 3. "Cold" 4. "Won" 5. "Lost". The ideal way would be to do this via actions attached to a button, and the absolute best outcome would be to filter the table to show only the first 3 Lead Ratings.

So, my ideal solution (if even possible) involves sorting by the Record ID of the Lead Rating variable, and not be the variable descriptions (since, alphabetically, they will not be in proper order). Unfortunately, the grid is based on the Contacts table and only "Lead Rating" is in that table (not the Record ID). Even if sorting by an action isn't possible, it would be nice to do it by using a grid filter (to filter out the last 2), and by clicking on the column heading in the grid (to sort). However this doesn't work because sorting/filtering by Lead Rating Record ID is required to do these things.

Any thoughts on how I can achieve my proper sorting goal?