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Customer experience | Sales, Customer Insights,...
Answered

Sales Quote - re-arrange lines display order

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Posted on by 3,255

Hi All

When creating a Quote it automatically sort the lines chronologically. Is there a way to re-arrange lines after creating - in below example move last line to appear on top?

CRM-Quote-products.png

I have the same question (0)
  • Verified answer
    Ram Prakash Duraisamy Profile Picture
    2,287 on at

    Hello Samantha73

    Please follow below steps:

    1. Navigate to https://make.powerapps.com

    2. Click Tables --> Open Quote Table --> Select the SUBGRID Product and Check Which View is Available.

    3. Now Click Tables Again --> Select Products --> Select the Respective Product View (From Point 2) --> Open the View --> Once Page Opened --> At the RIGHT BOTTON you can see SORT By --> Set the SORTING Based on Product Name or Based on your needs .

    Please mark as Answer if it is helpful and provide Kudos

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  • Samantha73 Profile Picture
    3,255 on at

    Thanks this helps. So is it correct to say that using power automate you can only sort using predefined fields such as description. A user cannot drag and drop on the Quote screen itself? If this is the case then perhaps the workaround is to create a sort number new user field on quote lines table

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