Filters in Related Lists

Set up a SOQL filter for the related lists. The toggle in the CT Mobile allows a user to display all downloaded records or only records that matched the filter criteria.

Standard Related Lists

For users of CT Mobile iOS version 2.1 and earlier

The sorting order for a standard related list is stored in Related List Filters.

  1. If the Order By request is set in the clm__SOQL__c field:

    • if the value is ASC or not set in the clm__SortOrder__c field, the sorting will be performed in ascending order;

    • if the value is DESC in the clm__SortOrder__c field, the sorting will be performed in descending order;

  2. If the Order By request is not set in the clm__SOQL__c field, the sorting will be performed according to the specified parameter in the Sort by field in the Related List Properties window on the layout of the corresponding record type of the parent object:

    • if the value is ASC or not set in the clm__SortOrder__c field, the sorting will be performed in ascending order;

    • if the value is DESC in the clm__SortOrder__c field, the sorting will be performed in descending order;

  3. In other cases, the sorting is carried out by the first column.

For users of CT Mobile iOS version 2.2 and later

The sorting order for a standard related list is stored in the Standard Related List record type of the CTM Settings object.

  1. If the Order By request is set in the clm__Criteria__c field:

    • if the value is ASC or not set in the clm__SortingOrder__c field, the sorting will be performed in ascending order;

    • if the value is DESC in the clm__SortingOrder__c field, the sorting will be performed in descending order;

  2. If the Order By request is not set in the clm__Criteria__c field, the sorting will be performed according to the specified parameter in the Sort by field in the Related List Properties window on the layout of the corresponding record type of the parent object:

    • if the value is ASC or not set in the clm__SortingOrder__c field, the sorting will be performed in ascending order;

    • if the value is DESC in the clm__SortingOrder__c field, the sorting will be performed in descending order;

  3. In other cases, the sorting is carried out by the first column.

Custom Related Lists

The sorting order for a custom related list is stored in Mobile Custom Details Settings.

  1. If the Order By request is set in the clm__RecordCondition__c field:

    If there is more than one field in the condition, the records are sorted by the first field. If the first field contains two identical values, the records are sorted by the second field, and so on.

    • if the value is ASC or not set in the clm__RecordCondition__c field, the sorting will be performed in ascending order;

    • if the value is DESC in the clm__RecordCondition__c field, the sorting will be performed in descending order;

  2. If the Order By request is not set in the clm__RecordCondition__c field, the sorting will be performed according to the value in the clm__SortingFieldName__c field. Records are sorted in ascending order.

    • if the value is ASC or not set in the clm__RecordCondition__c field, the sorting will be performed in ascending order;

    • if the value is DESC in the clm__RecordCondition__c field, the sorting will be performed in descending order;

  3. In other cases, the sorting is carried out by the first column.

In the CT Mobile app, it is also possible to rearrange records in custom and standard related lists by tapping on the name of any displayed list column. On the second tap, the ascending and descending sorting order changes.

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