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The Modules Page Layout Builder empowers you to personalize your Detail Layout experience by enabling sorting and filtering functionalities for the selected widgets. Note: Enable Sorting & Filtering is available for Associated Modules (Multi Look Up Fields). To enable Sorting Filtering for Widgets,
  • Navigate to the Profile Icon in the top right corner.
  • Click on Set Up
  • Head over to the Modules category
  • Select the required Module (Contact, Company or Ticket Module)
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  • Click on the Customize the Page Layout option
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  • Here, you can Edit the existing Layout or Create a New Layout
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  • When you drag-drop the Associated Module widget on the layout page, a drop-down will ask you to choose the relation.
  • Once you have selected the module, an option to add the fields will be enabled.
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Enable Sorting

  • This option will be disabled by default, click on the Toggle button to enable the option.
  • Choose the field on which you want to apply sorting and then select the order of sorting,
    • Select Field: Select the required field from the available list of fields.
    • Sort Order: Choose to sort the order in ascending or descending order.
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Apply Filters

  • Click on + Add Filter to apply Filters
  • A pop up will open to add the set of Conditions
  • Once done, Save the applied criteria.
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  • Click on Save to save the applied changes.
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