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sarathkumr268295
sarathkumr268295
May 14, 2024
Question

Export to Excel default button sorting

  • May 14, 2024
  • 6 replies
  • 0 views

Hi all,
We are using export to excel default functionality for exporting data from record. We are using priority column as initial sorting field. While exporting to excel, for some users its getting sorted with priority and for some users, its getting sorted with id. What could be the reason for this behaviour? The only difference is for user whose excel is having id as sorting, they can see all cases, while for others, they can see only particular cases due to record level security.

TIA

6 replies

shubhama926776
shubhama926776
Brainy
May 14, 2024

AFAIK  Record security is causing the sorting issue. Users with full access see everything sorted by Priority as expected. But for users with limited access, they might only see a partial dataset, which Excel then sorts by the first visible column (like ID) due to pre-sorting or seeing only a subset of data.

शुभम्
sarathkumr268295
sarathkumr268295Author
May 14, 2024

Is there any way to fix this issue?
Users with full access are able to sort using id and for other users, priority is getting used.

peter.lewis
peter.lewis
Employee
May 15, 2024

The difference depends on how much data is exported. The export runs in batches of 1000, so if there are less than 1000 rows given current filtering, then the sorting is preserved. If there are more than 1000 rows, then the data is sorted by the PK to preserve consistency of the data. This is default behavior and not currently configurable.

sarathkumr268295
sarathkumr268295Author
May 15, 2024

Thanks [mention:6b9f80ff18f9420082d13ef2d5121d56:e9ed411860ed4f2ba0265705b8793d05] 
Any update on when it will be resolved?
And it makes sense because when we were exporting less than 1000, it was working with current filtering and for more than 1000, it takes primary key

peter.lewis
peter.lewis
Employee
May 15, 2024

This is currently working as intended, as it ensures consistency of the data on export. That being said, enhancing this is on our radar, but I don't have a timeline for when we might change this behavior.

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