My question is: Is there is a way to sort Lookup results?
I don't see a way to define sorting scheme for lookup results - so followup question:
Does anyone know the default Sorting mechanism? Can't tell what the driver is (Name, CreatedDate, LastModifiedDate, or something else?)
When using Product Lookup search (shown below) to add parts to a Work Detail Line - we would like to show the MOST USED parts at the top - to reduce scrolling + searching time
Basically, looking for something like this:
(from "SFM Search - Search Configuration")
(from "SFM Transaction Designer - Advanced Options - Sorting")
trying to sort based on usage - so the top 50 most used parts show up when digging in to the lookup
Top 50 of 2550 parts used in last year make up over 50% of usage
so basically, would reduce the need to actually enter data into lookup search ~50% of the time
We could try to manipulate the default sort by deleteing all product records, then re-inserting them in some specific order but....that sounds like something i really shouldn't be doing
Could create another lookup filter that only shows top 50 but, that would still add extra clicks, which kinda defeats the purpose?
ServiceMax iPad App - Lookup Table Sort has another good business example as well (sorting Technician by region in lookup for assignment)
Would enabling recents up the lookup work for the time being? This would be recents based on the logged in user but still show contextually recents for parts.
Yup! But I take that back, do not implement that setting (below). This will display recents, even if they do not apply to that selected filter (think Labor Product showing up in Part Search recents).
Hopefully that gets fixed at some point.
Yea we have Labor/Travel separated from Parts - L/T lines are used enough that they would always show up in "Parts" subsection lookup - so good call on it not being usable in current state for proposed use-case
Thanks for the heads up though on this setting - might find use for it elsewhere...
We agree ! I would like to be able to sort the results of the Look Up search screen.
I know that sorting can be done by manually clicking on the search results, but the initial sorting with search results on the screen is necessary.