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Sorting a calculated field in a view in unified interface

  • 1.  Sorting a calculated field in a view in unified interface

    Posted Oct 30, 2020 05:35 AM

    Hi there, I would really appreciate your help on this issue

    I have a calculated field on my opportunity form. The field counts the days open starting from created on. No use of parent account in calculation - very simple!


    But choosing the calculated field as one of the columns in a view gives me no opportunity to manually sort that column. Does anyone know if that is standard settings or is there a work around?



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    Dorte Hesdorf
    Eurowater
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  • 2.  RE: Sorting a calculated field in a view in unified interface

    TOP CONTRIBUTOR
    Posted Oct 30, 2020 09:03 AM
    I just did some testing and there's good news!  This is possible when done through the make.powerapps.com configuration interface.  It is also possible in advanced find from the UI if your environment is fully transitioned to the new UI.  If you still  have the classic interface enabled, you can't do this from Advanced Find or from the classic configuration area.

    If your on an older version or aren't yet able to use make.powerapps.com for configuration, I think the only way to do it would be to create another field and use a workflow to copy the value of the calculated field to the new field and then use that new field in views so it will be sortable.

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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  • 3.  RE: Sorting a calculated field in a view in unified interface

    Posted Nov 05, 2020 01:40 AM
    Hi Jill
    Thanks for contributing. I think I will try to create another field and use a workflow to copy value. Though I am a bit uncertain abouth whether we are running a fully transitioned UI version. I do have access to make.powerapps.com and can make customization that way around. But I also still have access to classic - settings - customization. But no matter what way I choose to configure it is not possible to make that field sortable. Where do I find information on whether we are running a fully transitioned UI version?

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    Dorte Hesdorf
    Eurowater
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  • 4.  RE: Sorting a calculated field in a view in unified interface

    TOP CONTRIBUTOR
    Posted Nov 05, 2020 08:33 AM
    Dorte -

    If you can still switch to classic, you are not fully transitioned - and you would have had to elect to transition your environment.  For now, you have to give permission for your environment to be fully transitioned but Microsoft will force the transition sometime after December 4th.  I just received the below email about the transition yesterday which you might find helpful.  Hopefully all the links all work after I paste it!

     

    On September 10, 2019, we announced the deprecation of the legacy web client and process dialogs. With less than 1 month to go, customers should make the move as soon as possible to Unified Interface. As a reminder, the deadline to transition to Unified interface is December 1, 2020. Microsoft will continue to provide support, security, and other critical updates to the legacy web client until December 4, 2020. Further details on this date can be found on the blog post from James Phillips

     

    How does this affect me? 

    Our usage statistics indicate that you may have one or more environments still using the legacy web client or another deprecated feature such as process dialogs. Please complete your testing and make the move prior to the deadline to ensure you have time to review the changes.   

     

    What should I do next? 

    Please complete your testing and final checks to ensure you are ready to make the move. There are three options available to you: 

     

    Option 1:  Early Transition Program 

    We offer a transition program which is accessible from the Unified Interface Scheduling Portal. A global admin, Dynamics 365 admin, or Power Platform adminfor your tenant can log into the portal. You can then select a preferred date for our team to automatically switch you to Unified Interface. Dates for this optional program are available up until December 4th, 2020. You must approve the date for our team to make the switch.  If you do not approve a date prior to the deadline, then you have Option 2 and Option 3 below as alternatives. 

     

    Option 2: Manual Transition 

    For complete flexibility on dates and times we recommend you manually transition before the deadline to allow enough time to ensure everything is working as expected. Please review this article to see how you can manually transition. You can do this anytime up to the final transition date. 

     

    Option 3: Final Transition Date - What will happen if I do not select option 1 or 2? 

    Customers who have not transitioned prior to December 4, 2020 will be automatically switched to Unified Interface. This will be applied dependent on your location across a multi week schedule. If you wish to view your final date, it is published for your information from the Unified Interface Scheduling Portal. For more details please access the FAQ article. 

     

    Please note this date cannot be altered but it does allow extra time before the transition is made (depending on your geographic location).  

     

    We highly recommend you make the move prior to the final transition date as there will be no opportunity to switch back after this final date has passed. We will be removing the legacy web client so it is critically important that it is prioritized as we do not have the ability to defer the date beyond that period.  

     

    Helpful Resources 

    For a variety of useful content to assist in making the transition, head to the Dynamics 365 Unified Interface Community site. We've created help and support materials including videos, articles, and documentation to help you plan and manage the transition. 


    Sincerely,
    The Dynamics 365 Customer Engagement Team


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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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  • 5.  RE: Sorting a calculated field in a view in unified interface

    D365UG/CRMUG ALL STAR
    Posted Mar 09, 2021 08:48 PM
    @Jill Vazquez - I am having this problem too.  We are in the new UI (i think everyone is now, right)? And you mentioned that we can sort by that column in the make.powerapps.com.  Does this mean we can modify system views and sort by that column?  Are we able to sort by that column by clicking on the column name?  We have a LOT of custom views and our users want to sort by this column in custom views.  thank you!  Laura​

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
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  • 6.  RE: Sorting a calculated field in a view in unified interface

    TOP CONTRIBUTOR
    Posted Mar 10, 2021 11:07 AM
    @Laura Mortick When using a view in UI, there are still limitations on being able to click the column heading to sort​ - you can only set the sort by a calculated column in the view configuration.  A work-around for this would be to create a non-calculated field and use a business rule to populate the value to be the same as the calculated field.  You can then use that non-calculated field in the view.

    Along those same lines, I've used a non roll-up field with a business rule to show a value on a form where the user doesn't need to see the last update or be able to push the calculate button so that it takes up less space with just a simple field without the rollup functionality adding more space in the form.

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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  • 7.  RE: Sorting a calculated field in a view in unified interface

    D365UG/CRMUG ALL STAR
    Posted Mar 11, 2021 07:08 PM
    @Jill Vazquez - thanks for your guidance. We are trying one other thing and if that does not work, I think we will try using the business rule to populate another field.  That seem like an easy fix!  Thanks again!  Laura​

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
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  • 8.  RE: Sorting a calculated field in a view in unified interface

    TOP CONTRIBUTOR
    Posted Mar 12, 2021 09:24 AM
    cool - if your "other thing" works, please let us know how you did it!

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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  • 9.  RE: Sorting a calculated field in a view in unified interface

    TOP CONTRIBUTOR
    Posted Oct 30, 2020 09:08 AM
    Edited by Nelson Johnson Oct 30, 2020 09:09 AM
    Hello Dorte. I suspect it is because you reference the Now() function, which is probably considered "another calculated field".

    Your alternative option is to add the Date Created as a column so you can sort on that.

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    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
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  • 10.  RE: Sorting a calculated field in a view in unified interface

    TOP CONTRIBUTOR
    Posted Mar 15, 2021 04:05 AM
    Hit this issue in a Flow today.
    I wanted to query a table to get the earliest date and used the below in a List Rows. It did not work because the date was a calculated column, that pulled the date from a related record.



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    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
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