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Customer experience | Sales, Customer Insights,...
Suggested Answer

Sorting OptionSet based on Label

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Posted on by 8

Hi, 

We have an option set field with Label and Values as: Medium(0), Low(1) and High(2), when showing this option set on chart they come up in random order and client wants to show them in order of priority like: High, Medium and Low. 

If i change the values like (High(0), Medium(1) and Low(2) to show in the correct order i know this will sort my order but issue is it will then muddle up the data in Production due to change of labels which was High before will be now Low etc..

What is the best way to sort chart based on Labels or if i change the values how to the correct the data mapping?

Thanks,

PS

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  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi,

    You can't do that but to implement your requirement you can do what you are doing and update your existing data using new order so that all the data will be in the correct format.

    You can follow below steps:

    1. You can create a dummy txt field in your entity to hold old value

    2.  Go to Advaned Find, add your old field and new field and add condtion where your old field contains data, export it.

    3. Copy old field value to txt field (so old field labels will be copied  to new field)

    4. Import this list back to CRM

    5. Modify your old field and change order

    6. Export same excel again and now copy value from txt field to your option set field,

    7. Reimport it back.

    Now you will have correct order and all the existing data is updated.

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