You can adjust the way your records are arranged
You can change the way your records are arranged in the overview. Pick one of the styles, which are described below. Each sorting option of records lets you view them ascending or descending. In the top right corner, you will find an arrow for this purpose.
What options for sorting records are there?
This is mostly the standard-setting – your records will show in alphabetical order. You can pick from viewing them in ascending or descending order.
Sorting 'by date of creation'
This option will arrange your records based on the date of creation, either from the newest or the oldest ones.
You can find the date of creation in the record’s history.
Sorting 'by last modified'
This form of sorting sorts your items based on the date of the last modification.
In case you want to view the latest changes in an Organizer, you can find it on the home page in the ‘last modified’ widget. You can also view it by arranging your records according to the newest edition. You can choose if it will display in an ascending or descending manner using the arrow on the top right side.
You can view the record’s history by clicking on the three dots icon and choosing ‘History”. You will see the complete history of the record from the day of its creation.
Sorting based on 'custom order of items'
Thanks to the drag and drop option, you can manually set the order you want to display records (you have to allow the drag and drop option). The system will remember this order and will save it as ‘custom order of items.’
- Click on the three dots icon in the bottom left corner of the list of the records
- Allow rearrangement
- Drag and drop records as you wish
- We recommend deselecting rearrangement option afterward to prevent accidental change of order
Sorting 'by automatic code'
What is a prefix? A prefix is an automated numbering of the records, a code paired with each new record. The option to add automated numbering is within the administrators settings.
Sorting 'by the value of detail'
Sorting your records according to detail means that you can sort them, for example, by last name, a start date of employment, location, vacation days left, etc. You can choose which detail you will be using from the menu.