Post

3 followers Follow
0
Avatar

Sort by Customer Field in Project Views

We are not able to sort by the Customers Field in the Project Views.  

It only seems to be working in some views (i.e. The Timesheet).

Melissa Mcnabb Answered

Official comment

Avatar

Customers is a reference-to-object field where you can associate multiple customers to one project. That is why you cannot sort it in the project views. You can create a custom field that will take the customer information and convert it into text so that you can sort it alphabetically (this will work as long as you don't have more than one customer per line item). 

Josh Santos
Comment actions Permalink

Please sign in to leave a comment.

3 comments

0
Avatar

Josh, I've tried and tried to create a custom field as you've described above, but when I create a reference to object of customers, nothing shows in my new field.  surely I must be overlooking something small???

 

 

Jeff Hayes 0 votes
Comment actions Permalink
0
Avatar

You will want to create a regular text field, call it something like Customers (Text), and then make it a formula field. The formula will simply be:

toString($CustomerFieldYouWantToConvertToText)

 

Josh Santos 0 votes
Comment actions Permalink