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Order of records while printing multiple records

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  • Order of records while printing multiple records

    Hi,

    is it possible to change the order of records while printing multiple records of an entity as a pdf document? Actually the records are ordered by creation timestamp, i think. Can i somehow change this to the default order of the entity?

    With regards

    Mirko

  • #2
    Did you try to change the order in the entity itself in entity manager?

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    • #3
      mjessulat,

      Currently, the proposed option from shalmaxb is the only way out. The PDF document will be displayed in the order you specify in Administration > EntityManager > Entity_name_used_for_sorting > Edit in Default order (field) and in Default Order (direction) (as shown in screenshot 1).

      For example:
      - you have created a template for an Opportunity that needs to display all the related Contacts with the current Opportunity (screenshot 2);​
      - decided to filter the Contacts in the Bottom Panels of your Opportunity by the Account field (screenshot 3);
      - however, the generated document will contain the Contacts in the order which they were specified in Administration > EntityManager > Entity_name_used_for_sorting > Edit in Default order (field) and in Default Order (direction) (screenshot 4).​

      The order that will go into the generated PDF document will be something like any List after a page refresh (which resets the sorting settings to default).
      Attached Files
      Last edited by victor; 05-08-2024, 02:26 PM.

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