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Sort by Formula Generator

Owned by Jaramy Conners
Last updated: Jul 01, 2024
2 min read

The Sort by Formula generator allows you to order your structure based on the results of a formula.

Structure sorted by Days Until Due formula
Structure sorted by Days Until Due formula

The structure above sorts issues by the number of days until they are due, using the simple formula: DAYS_BETWEEN(NOW(), dueDate)

Sorting a Structure

To add a Sort by Formula generator, open the Add menu and select Sort.

This will display the Sort generator options. Select Formula.

Configuring the Generator

Next, you'll configure the Sort generator.

Formula

Enter the formula you want to use to sort the structure. The formula results will be calculated for each row of the structure, based on the variable values for that row. 

To learn more about working with formulas, see Formulas.

Sort Direction

Select whether issues should be sorted in ascending or descending order.

Sort Levels

Allows you to specify which levels in the hierarchy will be sorted:

  • Levels are based on the placement of the generator, where "Level 1" is the level the generator is located on, "Level 2" is the level beneath that, and so on.

  • To apply the sort to every level on or below the generator's level, select All levels. Note: items above the Sorter will not be sorted.

  • See Level-based Sorting to learn more about customizing levels.