Lightning Opportunity Product Sort Button is Missing?
Did you try clicking on the column names in related list? Like below.
That should help you sort based on the fields you need.
Next time you go into Products is reverts back to the default - Sorted by Sort Order, Total Price, Opportunity Product Name
Users want it to sort by the order they enter each product not product name aphabetically, as it seems to list them.
Is there any way to change this default ordering as in screen shot below in lightning?
You can see in the original post above I defaulted everything to 9 but that didn't scale. But I realized that I could set the default to blank and then use that field to sort based on our products.
We have a specific order that we like our products to display (User Licenses, modules, then services...etc) and since we want the order to be standardized, I added a "Sort Order" field on the Product Object which I then add using a workflow to the Opp Line Item when it's created to force a default Sort Order.
Screenshot of our product screen (Some are the same as the rep will only pick one of the 4 products):
I then created a workflow rule that looked for blank sort order fields and if blank, would update the Opp Line Item Sort Order Field with the Product Sort Order number. The reason I only have the workflow look for Blank is it allows you to override the initial sort order if needed.
You then end up with Opp line items that look like this:
It's worked out pretty well and users rarely switch the sort order once it's in place.
Here you go Laura!
Workflow Rule (any time the Sort Order field is blank, run the rule)
Update the sort order on the Opp Line Items based on the associated Product define "Sort Order"
I only have this running if the field is blank, that way reps can put their own sort order and it won't get overridden.
Let me know if you need more screenshot or other info.