Switching to/from Numbered List

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Certified Master Anaplanner

Switching to/from Numbered List

Are there any risks to converting a numbered list to non-numbered, then back to numbered?

 

Scenario: I have an Employees numbered list with a 'Display Name' property. There are 100+ members not in alphabetical order. An existing workaround for sorting non-numbered lists is to export the list to Excel, sort offline, then re-insert the list members in Grid View at the Start position. I tested and confirmed this works for non-numbered lists, with members retaining all their information (properties, subsets, etc.). This doesn't work with numbered lists, since Insert only prompts the user for the number of members to create. A further workaround, then, would be to:

  • Change the numbered list to non-numbered (change all list member names to their numbered IDs)
  • Export to Excel
  • Sort on the Display Name property
  • Insert the re-sorted numbered IDs in Grid View at the Start position
  • Re-set the list to numbered

Are there any risks to changing the list type?

3 REPLIES 3
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Master Anaplanner/Community Boss

Re: Switching to/from Numbered List

@dameyer01 ,

 

Quick question, why are you wanting to sort the list when you can do it in a module?   I think you can do what you are wanting to do, but the list will quickly get out of order the next employee you add, so I would not advise this.

 

Rob

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Certified Master Anaplanner

Re: Switching to/from Numbered List

@rob_marshall,

 

A couple reasons that aren't critical, but would improve user experience. 1) If I search for 'John,' I might get 50 results to then scroll through. Having 'John Williams' appear at the top and 'John Adams' at the bottom of this list could cause confusion or at least a momentary thought that John Adams was missing. The obvious remedy would be to begin typing the last name to shorten the list, but having the members sorted would improve the search results. 2) When assigning selective access from the Users screen, it's very difficult to find list members in a non-alpha sorted list. The remedy here would just be to assign selective access on the list itself, rather than the Users screen, but it would be nice to set user profile and all selective access from the same screen. As for the list getting out of order, I think training the team to insert list members in the appropriate place alphabetically would reduce the chances of the list getting out of order again.

 

When searching for an answer, I saw a couple submissions in the Idea Exchange on this topic, so I'm sure there are other use cases as well. Keeping lists sorted alphabetically seems like a good practice to keep a model clean, although I know that's pretty subjective. 🙂

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Master Anaplanner/Community Boss

Re: Switching to/from Numbered List

@dameyer01 ,

 


Ok, I understand where you are coming from, but it seems to me the juice is not worth the squeeze meaning it is a lot of work but you don't get very much from it.  With that said, I do know about the Idea Exchange on sorting list members and know Product is working on it, just not sure when exactly it will be out.

 

Rob