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Status Future consideration
Created by Guest
Created on Aug 4, 2021

Ability to change default sorting of documents attached to a case

When users rely on document attachments for work on cases, they may need to sort them on other fields than the document name.

Idea Priority Medium
Why is it useful?

Users can rely on last modified date, last modified by or any other custom properties while the name of the document is much less useful.

Who would benefit from this IDEA? Users of Case Manager
  • Guest
    Aug 8, 2021

    Hello Dave, yes currently it is possible to sort by clicking on any of the columns but with this feature - users can specify which column would be set as the default sort when a case is viewed, removing the need to click to sort on a column other than the 'Name' column.

  • Admin
    Dave Perman
    Aug 4, 2021

    Although not the same as setting a default in Case Builder for the case documents list sorting, when the case doc list is displayed in its Details Mode style (vs the Magazine Mode), the end user can sort on any of the available columns.