Copy a sort order

After you create a sort orderClosed determines the order that records appear in on any list page, you can copy it:

  • Make a copy for yourself to use as a starting point for a new sort order.
  • Assign a copy to another owner – either a user, school, or the entire district (if you have appropriate security privileges).

To copy a sort order:

  1. Click the Sort Order icon Sort order menu icon. , and then select Manage Sort Orders.
  2. The Manage Sort Orders pop-up appears.

  3. Select the sort order you want to copy, and click Copy. The Save As pop-up appears:
  1. In the Name field, you can change the name of the sort order.
  2. Click the Owner Type drop-down to select one of the following:
    • User: to copy this sort order for yourself or another user.
    • School: to copy this sort order for all users at a school.
    • Intermediate Organization: to copy this field set for all users in your intermediate organization.
    • District: to copy this field set for all users in your district.
  1. At the Owner Name field, click Search icon. to select a different user, school, or intermediate organization.
  2. Click Save. The sort order appears on the Manage Sort Orders pop-up for the user you selected at the Type field.
  3. Click Close.