Sorting Records

After inputting records into your form, the next step is choosing an organizational strategy for when they are displayed across their various views. This is done with sorting, and the proper utilization of it can drastically improve how useful records can be.

In the Forms inspector panel on the right side of the screen, under the Form tab, sort settings live in the “Sort & Group Settings” header in dropdown menus. Sorting can be done in three intervals that take priority over the next – for example, you can sort by name and then date, with name having a preference. Sorting with records is done through fields, meaning that you’ll choose the fields that you want to use to organize your records.

When you choose your sorting method, Tap Forms will immediately sort your data by the criteria you’ve listed. Based on what you’ve entered into fields, the app can read the various options and choose the best way to categorize your records. In many instances, you’ll sort by the first letter of the title, a date, or an important number. However, you can also sort by any field you’ve added to a record.

Sort can be done in ascending or descending order, and Tap Forms is smart enough to understand the unique sorting rules for a particular field. As an example, the “Text” field can be sorted alphabetically, but a “Date” field understands the order of months and will sort accordingly.