1. To configure follow below steps.

• Go to "Settings."
• Navigate to the "User" section.
• Scroll down until you see a new field labeled "Sorting Records."
• Activate or enable this field.
• After activating, refresh the page.
• You should now notice a new tab labeled "Sorting Records" in the drop-down menu of Users and Companies.

2. Sorting Record.

Now open This sorting record tab and create a new record.

3. Create record.

You can refer given image as reference to create sorting records

Name of the Record: Enter the name of the sorting record(e.g. External)

User:Choose the related user

Active:Check this box to activate the record or leave it unchecked to deactivate

Sorting Record Lines:

Example 1:

Model : Select the model for which you want to create a sorting record, e.g., Sale Order

Fields : Select the specific field for which this sorting will be applicable, e.g., Customer

Order : Select the order of the record, either ascending or descending

Example 1:

Model : Select another model if needed, e.g., Purchase Order

Fields : Select the specific field for this model, e.g., Vendor

Order : Select the order, either ascending or descending

Add more Sorting Record Lines as necessary for other models and fields.

4. Avoid duplicate model.

You can only add one model at a time. For example, if you add a sale order to one sorting record (external), you cannot add it to another if you wish to generate another record. It will give errors.

5. Sorted Record.

You can see in the image that the record has been sorted in descending order.