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,Documentation Index
Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
Use this file to discover all available pages before exploring further.
- 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)
- Click on the Customize the Page Layout option
- Here, you can Edit the existing Layout or Create a New Layout
- 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.
- Now if you add any of the above mentioned Widgets, you would get an option to,
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.
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.
- Click on Save to save the applied changes.
