How to Sort CRM views by more than one attribute

Quite often there stems a need to have the CRM views sorted by more than one column being displayed. Say you would first like to sort accounts by Type followed by City and then by the account name.

Using the CRM view designer, we can only provide the sorting for one column.

You can however achieve this by using CRM shortcut key combination of Ctrl+Shift+Mouse Click on the selected columns of the view.

By default this view is sorted by Account Type.

The Sorting works in the sequence in which the columns are clicked.

Since we are looking for sorting by Type à City à Name

First click on Type column then City and in the end Name. This should then give you the following results.

Hope this makes working with CRM views a lot easier!!!

How to Create "My views" for custom entities

The Account entity in CRM comes along with pre-defined views for My Active Accounts.

However, when you create a custom entity you will notice that by default only two views are created “Active” and “Inactive”. If you would like to add “My Active” and “My Inactive” views for custom entities, you would need to create them yourself by customizing the entity.

To create a “My Active” view in custom entity just follow the below steps:

Here we take an example of “Test” entity.

Step 1: Navigate to Settings --> Customization --> Customize Entities --> Select the entity and navigate to the Forms and Views Option

Step 2 : Enter the name of the View

Step 3 : Here you have to edit the filter criteria.

Set the following conditions
• owner Equals to Current user
• and status is equals to Active

as we are creating “My Active Test” view. You can give your Conditions according to the view

Once the criteria has been specified you can edit the columns to include the columns that you want displayed in this view.

Step 4: Save this view and publish the entity.
The My Active Test View will now be available similar to the “My Active Accounts” view.

Sorting a CRM view by a Picklist Attribute causes an error

One of the best features of CRM is the ability to create your own views and be able to sort on any column of the view as and when you wish without having to redesign the view.

While this works great with all types of entities and attributes, we once came across with a bug when we tried to sort the view by the Status Reason Column. Status Reason column is a picklist type of attribute.

Upon further research we found that this fails for any Picklist attribute and only when one of the records present in the view has a null value set for the picklist attribute on which you are sorting the view.

To search for such null value records, you can look for the “Does not Equal” condition and select all the available picklist options.

You can just open this record and reset the value of the status reason and now the sorting on this attribute will work just fine.