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flight14
Level 3
Status: New

We are on Chorus version 21.2.4.7
With this version of Processor, we are noticing that children of a case are ordered by the date the child is associated to the case, with the oldest children at the top.

As a result of this single order (on date), various types of children -- Transactions, Tasks, and Paperclips -- are scattered throughout the list of child objects to the case.

Our users would love to see Transactions grouped together (sorted by date), Tasks grouped together (sorted by date), and Paperclips groups together (also sorted by date).  This would allow users who are looking for a specific TYPE of child to be more easily find it.

As a further improvement, it would be nice if an option was added to the User Preferences page that would allow the user to determine which of these groups (Transactions, Tasks, Paperclips) were at the top, middle, and bottom of the groups.

2 Comments
steven.boggs
Staff
Staff

I'd recommend to post this to our Product Ideas Forum where enhancement requests can be logged and officially tracked by our Product Team, with the ability for others to show their support by voting. Be sure to put "Chorus BPM" in the "Associated Products" field.

Michael_S
Community Team
Community Team

Moved to Product Ideas! Thanks so much for your input @flight14 - fantastic idea.