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Lookup Configuration - Able to sort results?

Roast Chef
Roast Chef

Lookup Configuration - Able to sort results?

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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?)

Context:

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

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Pastry Chef
Pastry Chef

Re: Lookup Configuration - Able to sort results?

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Hi Alex, I found the same problem so I voted on this idea:

In my org, it appears to sort on ID or created date.

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Roast Chef
Roast Chef

Re: Lookup Configuration - Able to sort results?

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Basically, looking for something like this:

(from "SFM Search - Search Configuration")

or:

(from "SFM Transaction Designer - Advanced Options - Sorting")

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Pastry Chef
Pastry Chef

Re: Lookup Configuration - Able to sort results?

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Hi Alex, I found the same problem so I voted on this idea:

In my org, it appears to sort on ID or created date.

View solution in original post

Message 3 of 10
Employee
Employee

Re: Lookup Configuration - Able to sort results?

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Alex Langston

Are you trying to show recents in the product lookup?

CC: Adam Cooper

Message 4 of 10
Roast Chef
Roast Chef

Re: Lookup Configuration - Able to sort results?

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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)

Message 5 of 10
Employee
Employee

Re: Lookup Configuration - Able to sort results?

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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.

Message 6 of 10
Roast Chef
Roast Chef

Re: Lookup Configuration - Able to sort results?

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is that a global setting or something?  I dont see it in here anywhere

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Employee
Employee

Re: Lookup Configuration - Able to sort results?

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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.

Adam Cooper

Message 8 of 10
Roast Chef
Roast Chef

Re: Lookup Configuration - Able to sort results?

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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...

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Grill Chef
Grill Chef

Re: Lookup Configuration - Able to sort results?

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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.

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