The Sort Criteria section in the top portion of the first screen of the Search Definition Dialog box contains default primary and secondary sort criteria, which is defined by each service class. If the order of the records listed on a summary form or library list does not suit your needs, use this dialog box to specify a new sort order.
In the Primary Sort field, click the drop-down arrow and select one of the available fields. The available sort criteria is determined by the active service class.
The default sort order appears in the field to the right of the Primary Sort. To change the default, click the drop-down arrow and select either Ascending (A to Z) or Descending (Z to A).
In the Secondary Sort field, click the drop-down arrow and select one of the available fields. Note: When you select secondary sort criteria, all records are sorted by the criteria specified in the primary sort field, then by the criteria in the secondary sort field.
Click the drop-down arrow to the right of that field and select the sort order: Ascending (A to Z) or Descending (Z to A).
If you want to sort all of the records currently listed on the summary form, click Run Search. All records will remain sorted in the specified order as long as you are working and the current service class is active.
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If you also want to find specific records or filter the current list to limit the range of records, enter search criteria in the Search Criteria section. Click here for more information.
Notes:
To clear any existing sort or search criteria, click Clear.
CitiDirect offers a quick sort. Once all records have been retrieved, position the mouse pointer on the heading of the column containing the information by which you want to sort the list and click. All records are sorted in ascending order, based on the data in that column. For example, to sort all records on a payments summary form by payment value date, position the mouse pointer on the column heading, Payment Value Date, and click. All records on the summary list are sorted by value date, from the earliest to the latest.
If you attempt to sort records by clicking on a column heading and you receive the following message: "Cannot sort until all the rows have been retrieved," scroll to the last record on the summary form to ensure that all records have been retrieved.