Sort records

To sort records by a single field, tap a column header in Table View.

Sort records by multiple fields

1. Tap:

   • iPhone: , then tap Sort Records

   • iPad:

2. In the Edit Sort Order screen, tap Select Fields , then select the fields to sort by, in the order that you want them sorted.

3. Tap to go back.

4. Use the following options:

   • To place a new or changed record that's in sorted order into the adjusted order after you commit the record, turn on Keep records in sorted order. When this option is turned off, new or changed records stay in the same position in the sort order until you perform a find or until you sort the records by different criteria.

   • To change the order of a field in the sort list, tap and drag the field up or down.

   • To remove a field from the sort list, tap the field in the sort order, tap , then tap Remove.

   • To customize the sort order, tap the field in the sort list. Tap an option, then tap .

   • If there is a summary field in the file and you want to reorder by summary totals, tap any field in the sort list. Turn on Reorder by summary totals. Choose the summary field, then tap .

5. Tap Sort.

Return records to their creation order

1. Tap:

   • iPhone: , then tap Sort Records

   • iPad:

2. Tap Unsort.

Notes 

• You can open another window to sort the same data differently.

• If you previously sorted by multiple fields, tapping a column header changes the sort criteria for the selected field but retains the previous sort order for the other fields.

• You can only sort fields that are on the current layout. Use a script to sort fields that are on another layout.