Sorting the field order determines how records in a spreadsheet visually display. For example, when you create a new case the Facts spreadsheet defaults to a Date & Time sort order with facts listed in chronological order. When you want to look at your spreadsheet from a chronological or status type view, simply change the ascending/descending order of the field.
| 1. | Open the spreadsheet you want to sort. |
| 2. | Right-click on the field column and select Sort Ascending or Sort Descending. |
Sort Ascending displays data from A to Z, least to greatest.
Sort Descending displays data from Z to A, greatest to least.
Notice that when you change a field's sort order, an arrow displays in the column header pointing up or down to show the current order.
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| 1. | In the Case Shortcuts pane, click on the Facts spreadsheet icon. |
Notice that by default your facts are sorted in ascending order.
| 2. | Right-click on the Status field header and select Sort Descending. |
Notice that all your fact records now sort according to Undisputed, Prospective, Disputed by: Us. and Disputed by: Opposition, or other status types used by case staff.
Any facts that have not been given a status type automatically sort to the bottom of the spreadsheet.
| 3. | To apply a status type to an unmarked fact, click in the Status cell for a record and then click the down arrow within it to select the type. |
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