000029575 - RSA Archer: How to edit the sorting definition of Cross-Reference field grids

Document created by RSA Customer Support Employee on Jun 14, 2016Last modified by RSA Customer Support Employee on Apr 21, 2017
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Article Number000029575
Applies ToRSA Product Set: Archer
RSA Product/Service Type: Archer
 
IssueHow to define the table sorting for Cross-Reference field grids
ResolutionWhen a new Cross-Reference field is created, by default the sorting order of the grid is defined within the Record Lookup Configuration section.  This can be found within the Options tab of the field:
 
Record Lookup Configuration


This will define both how a user will look up records to cross-reference to and how the grid will display within the record. If the Lookup sorting should be different from the Grid Display sorting, this can be defined separately within the Grid Display Properties section (found below the Record Lookup Configuration on the Options tab). The first option of this section is a check box for "Use Record Lookup Configuration". Uncheck this box to define a separate sorting order specifically for the Grid Display:
 

Grid Display Sorting
NotesOften the Lookup Table will not need to display every field for a User to select the correct record to cross-reference.  However, a user may need to see additional columns within the Grid Display.  If the "Use Record Lookup configuration" check box is not selected, the sorting order will need to be defined within the Grid Display Properties.  Leaving the Sorting section blank will not default to the Record Lookup Configuration.

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