Sort puts the records of a view in order by one or more fields. The first sort decides the order; the next one breaks ties.

Here is the test: do you want the same records in a different order? Sort. Do you want headings between them? Group instead.

Example: a Vendor Management solution with a Vendors table. The Vendor risk register sorts by Inherent Risk Score 9 → 1, so the riskiest vendors come first, then by Vendor Name A → Z to settle ties. On the Findings board, cards sort by Due Date 1 → 9 inside each column.

The Sort By panel with two rows: Inherent Risk Score 9 → 1 above Vendor Name A → Z.

Sort is the second control in the toolbar. Select it and a panel titled Sort By opens under the button, with a Need help link. The panel opens with one sort row already in it, preset to the primary field. Under the rows sits + Add Sort; the footer holds Clear All and a blue Done.

The view sorts the moment a row changes, and the button's badge counts the rows: Sort 1, Sort 2 and so on. Done closes the panel. Clear All removes every row, clears the badge and closes the panel.

Each row has a drag handle at the left, a field dropdown, a two-button direction toggle and a trash icon. Pick the field, then the direction. The first button is the default. The labels follow the field type.

A Dependency field is not offered in the picker. For the register, the first row is Inherent Risk Score 9 → 1.

The direction toggle on a Status field, reading First → Last and Last → First.

Select + Add Sort to add a row. Each new row is preset to the next unused field in the picker's order; change it to the field you want. Rows apply from top to bottom: the top row orders the records and each row below breaks the ties left by the one above. Drag a row's handle to change its priority; the handle is disabled while there is one row. Select the trash to remove a row.

In the product read, Add Sort kept adding rows until every sortable field had one, 27 rows on a 28-field table, with no message.

The Sort By panel with three rows and + Add Sort beneath them.

In a Grid view, the column menu holds the two sort items for that column. A text column reads Sort A → Z and Sort Z → A. A select or status column reads Sort First → Last and Sort Last → First. Selecting one adds the sort to the panel.

Any member with access to a view can change its sort and see the result. Full Access members and Solution Managers save a sort on a public view; with Autosave changes on it is saved as it is made. Every member saves sorts on their own private views. On a locked view the change lasts for your session only, and the view returns to its saved sort the next time it opens. See View Panel: create, organize and lock views and Locked Views.

The Grid line comes from the read; the other lines carry what the view type articles state.

Open Sort and change a field or a direction; the view updates at once. To put records in an order of your own, remove every sort and drag records by their handle in a Grid, Card or Kanban view. The live article states that this order is saved with the view.

Last verified 30 Oct 2026.