In CRM Kanban View, I am wanting the order of my cards to be specific to my needs or at least in a logical way (such as alphabetical or date order). Is there a way to change it at all? I can't figure out how it sorts it - seems to be random!
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Hi Emma:
The records in views are not aligned randomly, it depends on how you set its order, otherwise they aligned as per ids in the database.
Solutions below for your reference:
1、set attribute ‘default_order’ in root node(i.e.<Kanban ...>)
<record id="crm_lead_partner_kanban_view_inherit" model="ir.ui.view">
<field name="name">crm.res.partner.kanban.inherit</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.res_partner_kanban_view"/>
<field name="arch" type="xml">
<xpath expr="//Kanban" position="attributes">
<attribute name="default_order">display_name desc, country_id desc</attribute>
</xpath>
</field>
</record>
2、define " _order='display_name desc, country_id desc' " in model (this setting will affect not only the Kanban view but all views):
class ResPartner(models.Model):
_inherit = 'res.partner'
_order = 'display_name desc, country_id desc'
You can customize the alignment fields, seperate multiple with ‘ , ’ , and ‘desc ’ means ordering sequence descending.
Cards in the CRM Pipeline Kanban are sorted within columns by:
a) Priority - Highest priority at the top
b) Creation Date - Most recently created at the top (after taking into account Priority)
You can add a 'default_order' attribute in the Kanban view definition to set the default sorting order. For example: default_order="date"
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