CTAs Advanced Grouping and Sorting (BETA)

Sort CTAs by Group with Min Operation

Select the minimum operation to sort CTAs based on the minimum value in a group based on selected criteria. For example, consider the data below with the criteria to sort CTAs by Group with minimum aggregation:

If CSM selects Status in the Group CTAs by dropdown option and sorts groups by the criteria field Created Date with minimum aggregation. The CTA groups are first sorted by Created Date (aggregation minimum), and then, within each group, CTAs are sorted in ascending order.  

The above example data is then displayed in this order:

Sort CTAs by Group with Max Aggregation

Select the maximum operation to sort CTAs based on the maximum value in a group based on selected criteria. For example, consider the data below with the criteria to sort CTAs by Group with maximum aggregation:

If CSM selects Status as the Group CTAs by dropdown option and sorts groups by the criteria field Created Date with maximum aggregation. The CTA groups are first sorted by Created Date (aggregation maximum), and then within each group, CTAs are sorted in ascending order. 

The above example data is then displayed in this order:

Sort CTAs by Group with Count Aggregation

Select the count operation to sort CTAs based on the total number in a group based on selected criteria. For example, consider the data below with the criteria to sort CTAs by Group with count aggregation:

If CSM selects Status as the Group CTAs by dropdown option and sorts groups by the criteria field Created Date with count aggregation. The CTA groups are first sorted by aggregation of Created Date, and then, within each group, CTAs are sorted in ascending order. 

The above example data is then displayed in this order:

Sort CTAs by Group with Volume Aggregation

CSMs can see the Volume aggregation option only when the Priority field is selected in the Sort Groups by dropdown list, and the Sort Groups option is enabled.

Select the volume operation to sort CTAs in a group according to volume. For example, consider the data below with the criteria to sort CTAs by Group with Volume aggregation:

If CSM selects Company as the Group CTAs by dropdown option and sorts groups by the criteria field Priority with volume aggregation. The CTA groups are first sorted by volume of priority, and then, within each group, CTAs are sorted in ascending order.  

The above example data is then displayed in this order:

Cockpit List View Page

CSMs can sort any columns directly from the Cockpit List View page by clicking on the column header. To sort on additional columns, CSMs must press and hold the Shift key and then click on the column header they want to sort. These sorting preferences are directly saved in the Sort CTAs section for that particular view. 

If a CSM adds sorting on more than six columns from the Cockpit List View page, the sorting for the seventh or more column is done only for the first 1000 CTAs in the list. 

Note: Sorting on more than six columns is not saved permanently in the Sort CTAs section.

To identify which columns are used for sorting and in which order, columns are labeled with their sorting order number.

Edit Custom View Page

CSMs can add sorting to up to six columns in the Sort CTAs section for each view. 

Note: CSMs can also sort CTAs on more than six columns on the Cockpit List View page, but the sorting is not saved for the view.