Customize your Sell screen's Open and Done tables with column adjustments, filters, and sorting. Filters and sorting works on default and custom columns.
How filters work
Filters on the Sell screen are specific to each column rather than a separate filter bar. To filter a column, set the filter directly on its header.
Setting a filter
Make sure the column you want to filter is visible and go to the cell below the column's name
Click the arrow icon. The filter menu opens.
Pick an option and enter a value into the Filter field (if needed).
The table updates as you set the filter.
To remove a single filter, remove its parameters. To remove all filters, click the 'x' in the top left.
Filter parameters by field type
The parameters available on a column depend on its field type.
Field type | Operators |
Text | Contains, equals, is empty, is not empty |
URL | Contains, equals, is empty, is not empty |
Number | Equals, greater than, less than, between, is empty, is not empty |
Date | Equals, before, after, between, is empty, is not empty |
Checkbox | Is checked, is unchecked, is empty |
Single-select | Is, is not, is empty, is not empty |
Multi-select | Contains any of, contains all of, does not contain, is empty, is not empty |
A few specifics worth knowing:
Contains: text and URL matches anywhere in the value and isn't case-sensitive — searching for
acmematchesAcme Corpandacme-portal.Between: numbers and dates is inclusive on both ends.
Is empty: matches SOs where the field has never been filled in, or where a value was cleared. Is not empty matches everything that does have a value.
Is / is not on a single-select picks one option at a time.
Contains any of / contains all of on a Multi-select lets you pick multiple options — "any of" matches orders with at least one of the selected options, "all of" matches orders that have every selected option.
Filtering on multiple columns
You can filter on as many columns as you like at once.
For example: filter Payment terms to "Net 30" and Promise date to "this month." Only orders that satisfy both show up.
What is filtered
Filters on the Sell screen apply to SO header data. They don't filter the top-level Sell table based on data from the order's line items (rows), because each row in the Sell grid represents a whole order.
How sorting works
As with filters, sorting works on a per-column basis, with slight differences depending on whether custom fields are enabled.
Sorting with Sort button (custom fields enabled)
With custom fields enabled, sorting is done using the Sort option above the table:
Click Sort above the grid.
Pick the column you want to sort by and the direction (ascending or descending).
Add more columns if you want a sort chain.
Remove a sort by clicking the × next to its entry, or Clear sort to remove all.
The Sort button is the single source of truth for what's currently sorted. The same sort can be set up by clicking column headers — see the next section.
Sort by clicking column headers
Click a column header to sort by that column. Click again to reverse the direction. Click a third time to clear the sort on that column. The sort indicator (an up or down arrow) appears in the column header to show the current direction.
When the Sort Bar is open, header clicks are reflected there immediately, and vice versa.
Multi-column sort
To sort by more than one column at a time, hold Shift and click additional column headers. Each new column becomes a secondary, tertiary, and so on sort key — the grid sorts by the first column, breaks ties using the second, and so on.
Multi-column sort is useful for combinations like Customer A–Z, then Promise date oldest first — click the customer column header first, then Shift-click the promise date column header.
To remove a column from a multi-column sort, Shift-click it until the sort indicator clears, or remove its entry from the Sort Bar.
Tip. Shift + click is the quickest way to chain sorts. The Sort Bar shows the resulting order so you can confirm what's applied.
Default sort on Open and Done tables
Open — default sort is rank ascending. Rank is the order you've manually arranged your open orders in.
Done — default sort is picked date, most recent first.
If you apply a custom sort on the Open table, the rank column is disabled. Drag-and-drop rows and reranking by entering numbers are unavailable until the custom sort is cleared.
The Done table lacks an equivalent ranking mechanism, so its default sort order can be freely changed.
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