The following applies if you are using a version of the software before Update 46. For the latest instructions, see Manage related items.
To configure automatic sorting, you need to find the column set related to the item you want to configure for automatic sorting in the list view and/or tree view in Desktop Client. Once you have found the column set, you must configure the automatic sorting using the Manage Column Items dialog box in the Desktop Client, which allows you to configure multiple column items by which to sort items.
The two options used for configuring automatic sorting are:
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Sort Sequence - determines the priority order of the column items to sort on.
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Sort Order - determines whether to sort by ascending, descending, or none.
Example
This example shows how to configure design documents to automatically sort on revision and version in both the list view and tree view; first sorting on revision in ascending order, and then on version in descending order.
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In the Desktop Client, find the design document column sets for the list view and tree view:
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Click Find > Administration > Column Set, and type *SPFDoc*.
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Verify the column sets returned by the find are the ones you want to modify:
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Right-click the SPFDocumentVersion column set, and select Show List View Interface Definitions. This returns the interface definition ISPFDocumentVersion, so we know this is the correct column set to use for the list view sorting.
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Right-click the SPFDocumentVersionTreeDisplay column set, and select Show Tree View Display Class Definitions. This returns the class definition SPFDesignDocVersion, so we know this is the correct column set to use for the tree view sorting.
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Configure the list view column set for automatic sorting:
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Right-click the SPFDocumentVersion column set, and select Manage Column Items.
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To sort design documents on revision in ascending order, do the following:
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Set the Sort Sequence property for the Revision column item to 1.
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Set the Sort Order property to Ascending.
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To sort design document revisions on version in descending order, do the following:
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Set the Sort Sequence property for the Version column item to 2.
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Set the Sort Order property to Descending.
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Click OK to save changes.
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Configure the tree view column set for automatic sorting:
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Right-click the SPFDocumentVersionTreeDisplay column set, and select Manage Column Items.
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To sort design documents on revision in ascending order, do the following:
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Set the Sort Sequence property for the Revision column item to 1.
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Set the Sort Order property to Ascending.
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To sort design document revisions on version in descending order, do the following:
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Set the Sort Sequence property for the Version column item to 2.
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Set the Sort Order property to Descending.
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Click OK to save changes
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Automatic sorting in the list view window
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Using the Quick Find menu, find all design documents. The find results in the list view window should be automatically sorted according to the configuration.
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Right-click a document that has multiple versions, and click Revision Relationship > Show All Versions to expand all versions. The relationship expansion results in the list view window should be automatically sorted according to the configuration.
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Right-click a document that has multiple revisions, and click Master Relationship > Show All Revisions to expand all revisions. The relationship expansion results in the list view window should be automatically sorted according to the configuration.
Automatic sorting in the Tree view
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Expand the document category in the tree view to display a design document with multiple versions.
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Right-click the category, and click Show Classified Item.
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Right-click the classified item, and click Revision Relationship > Show All Versions to expand all versions. The versions should be automatically sorted according to the configuration.
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Expand the document category in the tree view to display a design document with multiple revisions.
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Right-click the category, and click Show Classified Item.
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Right-click the classified item, and click Master Relationship > Show All Revisions to expand all revisions. The revisions should be automatically sorted according to the configuration.
The New Items window will also automatically sort items according to the configuration.
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If you define custom sorting for list views, users can edit that sorting using the Custom Sort dialog box in the list view. New list views that display items with automatic sorting default back to the administrator-defined sorting.
To change the custom sort order on a particular list view, right-click the list view column header, and click Sort > Custom Sort. Select the column that you want to change to be ascending or descending, and then click Ascending or Descending to change the sort order. The software immediately applies the change to the list view window.
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New items that are added to list view windows with automatic sorting using the shortcut menu or a drag-and-drop operation are added to the bottom of the list and the configured automatic sort is removed from the list view window.
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Select Document category from the tree view. Hold down the Ctrl key, and drag Document category into the All Revisions list view.
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Right-click the list view column header, and click Sort > Custom Sort. The software removes the configured automatic sorting.
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