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Q & A with Matt K! Order Product Sort Order Solution!
Posted on August 21, 2024 (Last modified on December 10, 2024) • 2 min read • 341 wordsManually Arrange Products on an Order!
In today’s episode of “Q & A with Matt K!”, Matt tackles a question from Laetitia in the Salesforce Trailblazer Community about sorting order products when manually creating an Order.
Here’s the Full Question:
“Sort order on Order Product
Hi, In my org orders are created in two ways — through quotes or manually.
I can sort the quote line items in the Quote and keep this order when converting the quote into an order using flow.
When creating orders directly i.e. manually, I can’t find how to sort the order products. I do not want to sort the order by name or other criteria. I want to be able to have product A in 1st place and product B in second place. But if I add product C at a later time, I want to be able to slot it between products A and B therefore the order of the order products will be:
- product A
- product C
- product B
This is within a standard Sales Cloud configuration (not CPQ). I am happy to consider AppExchange products but have not found any so far.”
Link…
After some building, testing, and diagnoses…
21:34— Matt found a solution!
26:11 — Quick breakdown of the solution
Ultimately, the solution was creating a custom field and editing 2 Page Layouts!
The gist is:
- Create a Custom Field for “Sort Order” on Order Products
- Add the Field to Order Product Layout and set as the sort value
- Add the field to the Edit MultiLine Layout
Then all you need to do is put your desired order in that field and the list will re-sort itself!
Watch the full video for a detailed walkthrough of the solution!
And, of course, if you have any questions you’d like to see Matt answer in the hot seat, leave them in the comments or drop them into the form at www.quickto.click/Q&A!
Then stay tuned here for more tips and solutions to your Salesforce challenges!
Until then, keep working hard, smart, and happy. And we’ll see you in the cloud!