Custom Sort Order for Categories

Several users would like to be able to manually sort and change the display order of categories and locations in the generated reports (e.g., display “Demolition” or “Construction Costs” first). Although the manual sorting feature already exists via the “Manage” button and drag-and-drop, it raises many support questions. Users have suggested improvements, including the addition of an automatic alphabetical or numerical sorting feature, preserving the sort order when reusing assemblies to avoid having to repeat the process, and fixing an occasional issue where the order resets after moving items.

Drag the six‑dot handle to move a category up or down
Drag the six-dot handle to move a category up or down
In Manage Categories, select All category types and drag the six-dot handle to reorder
In Manage Categories, select All Category Types and drag the six-dot handle to reorder
From the categories list, tap Manage to start reordering
From the category list, tap Manage to begin reordering
Use the dotted drag handle beside a category to change its position
Use the dotted handle next to a category to change its position
<img alt="To reflect your custom order in reports, set Sort order to Order from “My items”" data-featurebase-conte...

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Upvoters
Status

Completed

Board

Evalumo

Date

3 months ago

Author

Louis-Philippe Tremblay

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