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조은아
List view sorting criteria
Hello, I have a question. Let me provide an example. There is a list view with the displayed fields A (sorting criteria), B, C, D, E. The admin clicked on the B field to change the sorting criteria to B and then shared the list view with everyone. User A accessed the list view, but the sorting criteria is set to A. Is there a way to make it appear according to the sorting criteria specified by the admin for everyone?
By default, when a list view is shared with other users, the sorting criteria is not included in the sharing settings. Therefore, when User A accesses the list view, the sorting criteria may not be set to the same as the admin's.
There is no out of the box functionality to set this behaviour. Recommend upvoting this idea:
https://ideas.salesforce.com/s/idea/a0B8W00000GdlwEUAR/list-view-default-sort-order
Based on update from Salesforce product team on this idea, "We are starting on a multi-release development project to modernize list views by migrating to LWC; once complete new list view features will be added. This feature will be prioritized on the roadmap after list views are moved to LWC."
One way is to instruct users to manually change the sorting criteria to match the admin's criteria. This can be done by clicking on the column header of the desired field to sort by, such as B in this case. Once the sorting criteria is set, users can save the list view with the new sorting criteria by clicking on the "Save" button and selecting "Save As" to create a new list view with the updated sorting criteria.
If this information helps, please mark the answer as best. Thank you