Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings
Reply
Nickel Contributor
Posts: 47
Registered: ‎05-25-2011

Changing default sort of activity list view

Hi all,

 

I need to change the default sort of the activity list view (activitymanager.aspx), so that the activities are sorted by start date ascending. I haven't been able to figure out how to do that. Any ideas will be welcome.

 

Thanks.

Nickel Contributor
Posts: 51
Registered: ‎07-31-2008

Re: Changing default sort of activity list view

You need to modify the XML file located here...  SupportFiles\App_Data\ActivitiesViewConfiguration.xml

 

From there you add/modify groups in the Activities Main View.  Remember that this will get overwritted on an upgrade, so keep a copy somewhere.

 

Jeremy Couzens

CRMnow

Nickel Contributor
Posts: 47
Registered: ‎05-25-2011

Re: Changing default sort of activity list view

Hi Jeremy, thanks for replying.

 

I see that there's a "ordering" node in that xml file. Is that what i need to modify? What would be the correct syntax? I need to sort by startDate ascending.

 

Thanks!

Bronze Super Contributor
Posts: 236
Registered: ‎03-30-2009

Re: Changing default sort of activity list view

In version 7.5.4, add the following to line 37 of ActivityViewer.ascx (this is a custom smartpart under Activities):

 

                <SalesLogix:ConnectionParameter Name="SortOrder" Value="0" />

 

You should see the following:

 

        <SalesLogixSmiley FrustratedDataConnection Name="list" Resource="slxdata.ashx/slx/crm/-/activities/activity/all">
            <Parameters>
                <SalesLogix:ConnectionParameter Name="count" Value="true" />
                <SalesLogix:ConnectionParameter Name="SortOrder" Value="0" />
            </Parameters>
        </SalesLogixSmiley FrustratedDataConnection>

 

Therer is an enumeration of possible sort fields in Sage.SalesLogix.Activity.dll under

    Sage.SalesLogix.Activity -> ActivitySortOrder

 

 

Mike LaSpina
Professional Services Consultant

Sage
8800 N Gainey Center Dr Ste 200
Scottsdale AZ 85258
Tel: 480-383-5344
Cell: 480-321-6637
Fax: 480-556-4090
mike.laspina@sage.com

Your Business in Mind.
Nickel Contributor
Posts: 47
Registered: ‎05-25-2011

Re: Changing default sort of activity list view

Hi Mike, thanks a lot for the quick reply! Is there a way to achive this in 7.5.3? Unfortunately i'm working with that version.

Bronze Super Contributor
Posts: 236
Registered: ‎03-30-2009

Re: Changing default sort of activity list view

This should work in 7.5.3 as well as the Activity DLL and the form appear to be the same. 

 

I'm also looking into the xml config at this point as I need to customize this view for a project I am currently on as well.

Mike LaSpina
Professional Services Consultant

Sage
8800 N Gainey Center Dr Ste 200
Scottsdale AZ 85258
Tel: 480-383-5344
Cell: 480-321-6637
Fax: 480-556-4090
mike.laspina@sage.com

Your Business in Mind.
Nickel Contributor
Posts: 47
Registered: ‎05-25-2011

Re: Changing default sort of activity list view

Hey, thanks for the detailed reply, I will check your suggestions!

 

Thanks again.

Bronze Super Contributor
Posts: 349
Registered: ‎03-24-2009

Re: Changing default sort of activity list view

I am late to the party but I tried to change the default sorting using the ActivitiesViewConfiguration.xml and could not get it to work.  Have no idea why - would love to see a working example.

 

Instead, I found I had to modify ActivityViewer.ascx.  On line 147 the following block starts:

 

            connections: {

                list: {

                    resource: "slxdata.ashx/slx/crm/-/activities/activity/all",

                    parameters: { count: "true", sort: "startDate", dir: "ASC" }          

                },

 

I modified the parameters from only having the count parameter to also include : , sort: "startDate", dir: "ASC"

 

So far so good.

Timmus Agersea
Black Moth CRM