Sorting Proposals from the List View

Owned by Anastasia Medovkina
Oct 30, 2024

Using the Sorting tool, you can arrange proposals by individual parameters or by selecting several custom parameters.  

Sorting Proposals by Individual Parameters

You can sort proposals by selecting one of the following parameters: 

  • Date 
  • Proposal Number 
  • Trade 
  • Location ID 
  • Provider 
  • Status 

You can sort proposals by selecting several parameters at once with the help of the Custom Sort... tool. 


⦿ How to Sort Proposals by Individual Parameters
  1. Select one of the sorting parameters from the drop-down menu. 
    In this example, the Proposals List is arranged by trade and displayed in alphabetical order. 


  2. (Optional) To reverse the order, click the toggle switch icon. 


Sorting Proposals by Custom Sorting Parameters 

The Custom Sort feature allows you to sort data by up to three parameters, applying them sequentially across multiple levels for more refined control. 

⦿ How to Sort Proposals by Custom Parameters
  1. On the Sorting tool, select Custom Sort..

  2. In the window that appears, select the first sorting parameter to arrange proposals by, for example, by Trade. 


    (Optional) To reverse the order, click the toggle switch icon. 

  3. Select the second parameter in the Then By dropdown. For example, by Date. 
  4. Select the third parameter in the last Then By dropdown. For example, by Provider.  
  5. Click Apply.
    Thus, the Proposals List is arranged in the following order:
    1. By trade in the reversed alphabetical order from Z to A 
    2. By date, from the oldest to the most recent 

    3. By providers in the reversed alphabetical order from Z to A 

      By default, the order is descending , should you have switched the order in step 2, the sorting order will be ascending.  

      Ascending order examples: 

      • Small to Large (Amount) 
      • A to Z (Provider Name)  
      • Newest to Oldest (Date) 

      Descending order examples:  

      • Large to Small (Amount) 
      • Z to A (Provider Name)  
      • Oldest to Newest (Date) 
    The sorting will be reset after you update the page or when you change the sorting parameter. 

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