Sort Order in Layouts, Grids and Mini-grids
When a user clicks in a lookup field, or filters on a lookup column in a grid or mini-grid, the order of items in the drop-down is determined by the Sort Order selected in the Field Settings for that field (for additional information, click the Field Settings link). The following sort options are available:
Alphabetical (A-Z Ascending)
Alphabetical (Z-A Descending)
ID Ascending (Order Added)
ID Descending (Order Added)
Order by Value (Lookup Order)
For example, say you want the drop-down to match the order of items in the Lookup list. Go to Type Manager, select the Type, open field settings for the field (cog icon) and change the Sort Order to Order by Value (Lookup Order).
Sort Order can also be selected for Picklist fields such as Internal or External Organization. In that case, however, the Order by Value (Lookup Order) does not apply.
Sort Order for Types when creating new records
When a user creates a new record (like a contract), the order of the types in the drop-down is determined by the Sort Order field at the top of the Edit Types page. Sort order choices are the same as for Lookup fields within a layout:
Alphabetical (A-Z Ascending)
Alphabetical (Z-A Descending)
ID Ascending (Order Added)
ID Descending (Order Added)
Order by Value (Lookup Order)
For example, say you want to put the most commonly used Contract Types at the top of the New Contract drop-down. Go to Type Manager, select the object type “Contract” and click Edit Contract Types in the menu bar. Change the Sort Order field to “Order by Value” and then re-arrange the list as desired.