How to use the Custom sort field for entity groups

In Site Preferences, Flow Production Tracking Admins can configure entities to sort by a specified field when displaying groupings on that entity Page. For instance, Grouping Shots by Sequence order. In cases like this, you can create a custom Order field on the Sequence entity that we can use to order our Sequences, and as a result, order Shots by Sequence order on your Shots Page when Shots are grouped by Sequence. Let's use this common example for applying a custom sort field for entity groups in Site Preferences, but this can be applied to other entities in Flow Production Tracking as well.

  1. Make note of the field code you'd like to sort by, along with the Entity name that field is on. You can look up the field code by right-clicking on the field header, then selecting "Configure field...". You can copy and paste the field code from here. Or, you can always reference field codes via the fields page, if you have admin controls. From this example, that's Sequence:sg_order.

Custom sort field for entity groups

Custom sort field for entity groups

Custom sort field for entity groups

  1. Then, you'll want to navigate to Site Preferences then to Advanced Preferences, and then to Custom sort field for entity groups: (referenced here). This is where you'll enter the Sequence:sg_order value you noted previously, and then save.

Custom sort field for entity groups

Custom sort field for entity groups

Custom sort field for entity groups

  1. Now, from the Shots page, our groupings will appear in the right order: sorted by our Sequence order instead of alphabetically.

    Before:

    Custom sort field for entity groups

    After (with a simple page refresh):

    Custom sort field for entity groups

You can apply group sorting in other places too. For instance, if you would like Tasks to be grouped by a Shots cut order instead of alphabetically. To set this up, just note the Cut Order field code on Shot: sg_cut_order, then add the entity [Shot]: Shot:sg_cut_order. Now, add that value to Custom sort field for entity groups: in advanced site preferences (like the steps above), save, and voila—when Tasks are grouped by Shots, the groups will appear in Cut Order.

Note:

The Custom sort field for entity groups is supported when grouping entities by a linked entity’s field (i.e. grouping Shots by Sequence and using a Sequence field for the group sort). Grouping by a field on the entity itself is not supported (i.e, grouping by Task:due_date on Tasks when that field in directly on Tasks).