Sorting and Grouping Data

  1. Open the Change Request, Requirement, Task, Topic, or Audit Log view.
  2. Choose Filters > Sort and Group. The Sort and Group dialog box opens displaying four group boxes, each indented slightly more to the right than the one above it. The first group box designates a primary sort order, the second designates a secondary sort, and so on.
  3. Optional: Check the Show Advanced Fields check box to list all the fields in First By and Then By list boxes.
  4. Select a field from the First By list box. If you are grouping the items, you do not need to display the field in the view. If you are not grouping the items, you can sort them based on a field that is not displayed, but you will not be able to tell where one group leaves off and the next begins.
  5. Click Ascending or Descending option button. The default setting is ascending order.
  6. Select Group By to group the items which have the same values in this field. If you do not select any additional sort options, text fields are sorted in ASCII order. Enumerated and user ID fields are sorted by their internal order or internal keys. That is, enumerated fields are sorted in the order given to them by the person who created the field; user ID fields are sorted in the order in which they were created. The application disables the Sort Options button for numeric and date/time fields.
  7. Optional: Click Sort Options for additional sorting selections. The Sort Options dialog box opens.
    1. Select By internal key or order to sort enumerated and user ID files by their internal order or internal keys.
    2. Select As text to sort enumerated and user ID fields by the names of their possible values. For text fields, As Text is your only choice.
    3. Uncheck Case-sensitive to sort alphabetically or check it to sort in ASCII order (where uppercase letters precede lowercase letters).
  8. Add secondary and lower order sorts by using the Then By Group boxes as needed.