Linked Record Sorting
Introduction
The Linked Record sorting release standardizes the way Linked Record fields are displayed inside a checklist by introducing a consistent, system-driven sorting mechanism. With this enhancement, all Linked Record dropdowns now automatically sort record titles in ascending-to-descending order based on a defined priority sequence.
The sorting improves navigation efficiency, reduces user error, and ensures data consistency throughout the platform.
What’s included in this release
Default system-driven sorting for Linked Record dropdowns: All Linked Record fields now follow a standardized sorting order applied automatically by the platform, without requiring any admin configuration. Whenever a user tries to search for records inside a Linked Record checklist field, all the records will be automatically arranged in an ascending-to-descending order.
Defined priority logic based on the first character of the record title: Sorting is evaluated using the first character, following the platform’s priority sequence. This allows for a standardized handling of mixed and edge-case naming patterns:
Untitled records: Records with no title always appear at the very top of the dropdown.
Titles beginning with spaces: Records whose first character is a space are prioritized immediately after untitled records.
Numerical values: Records that start with a number appear next, ordered from the smallest to the largest number.
Alphabetical characters: Records starting with alphabet follow numbers, sorted from A to Z.
Alphanumeric combinations: Records starting with a mix of letters and numbers use the same character-based logic as above.
Before vs After
Before
After
Sorting behaviour in Linked Record dropdowns was inconsistent and shown in random sequence.
A unified, system-driven sorting framework is applied across all Linked Record dropdowns inside checklists.
Records appeared in non-deterministic order, especially when titles included numbers, spaces, or alphanumeric values.
All records are sorted in a predictable ascending-to-descending order based on a defined priority sequence.
Feature limitations
Custom sorting preferences are not supported. Users and admins cannot override or choose alternative sorting orders.
Sorting applies exclusively to Linked Record fields. Other field types are not affected by this release.
Best practices
Use consistent and meaningful record titles, as the first character directly determines the sorting position in all Linked Record dropdowns.
Avoid spaces or unintended special characters in titles unless intentionally required, since these impact sorting priority and may shift non-important records to the top of the list.
Prefer clear numeric or alphabetical prefixes (e.g., “001”, “A-01”) to maintain predictable ordering when working with large sets of linked records.
Access the complete Linked Record guide here.
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