Sorting records in Workfront Planning

Question

Is there a way to sort records in planning alphabetically? Even if you sort the list in the workspace they live in, when you use it as a connected workspace as field options, they don’t sort that way. They stay sorted in the order in which they were created.

Richard_Le_ · Answer

Frustratingly, the only way I have been able to overcome this is by manually moving each record into alphabetical order.

When you hover over a record, the 6 dots appear to the left of it. Clicking on these and dragging and dropping the record to the order you want it to appear then seems to set it in that position.

When you come to select this field in a connected record, the order you have manually set seems to be preserved.

Best Regards,

Rich.

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