Sorting tab - Section dialog

Sets up sorting parameters for the selected area. Once sorting parameters are defined, the section(s) can be ordered in either the Form or the Design Mode.

Sorting of section with other sections

CaseView can sort sections with other sections in a document. In Working Papers for example, you can establish sorting parameters to sort the Notes at the end of the financial statements. In this instance, paragraph sorting would not be adequate, as notes usually comprise more than one paragraph. Section sorting requires the creation of different sections, which are each assigned a common Sort Group or label.

Enable section sorting

Enables section sorting in either the Design or the Form Modes. Drag the pointer to select the different sections you want to be included in the sorting parameters.

Sorting group

Type or select a description for the sections. Each section you want to be included in the section sorting must use the same sorting description.

Form Mode sorting

Select to set how sorting can be done in Form Mode. The options are:

Include in Form Mode Sorting	Allows the user to sort sections manually.
Exclude Manual Order Sorting	Allows user to sort sections in ascending or descending order based on the sort key set in this dialog. Prohibits the user from performing a manual sort on the section.
Do not allow Form Mode sorting	Prohibits users from including this section when sorting sections in Form Mode. This option should be used when the section is part of a link set where sorting is controlled in another section.

Primary sort key

Select either paragraph or calculation from the drop-down list. Working Papers/Time changes the further selections based on your selection.

Primary sort key	Other selections
Calculation	Primary sort calculation Enter a cell number or calculation you want to use to sort by first. For example, c100 would sort the section according to cell c100 that is part of the section.
	Secondary sort calculation If applicable, enter a cell number or calculation for the secondary sort key. In the event of a tie, the sections will be sorted according to the second cell or calculation.
Paragraph	Paragraph number

Link

Click this button to link the selected sorting group to another section sort group, table sort group, or sortable section. When a sort group is linked to another group or section, sorting one sort group causes the linked sort group(s) to sort as well. The linked groups are referred to as a link set.

Sorting of paragraphs within section

You can set up sorting parameters to sort paragraphs in a selected area.

Enable sorting of sections.

Select this to turn on the section sorting options.

Sort label

Enter a description for the section you want to sort. This description is used in applying sorting in either the Design or the Form Mode.

Form Mode sorting

Select to set how sorting can be done in Form Mode. The options are:

Include in Form Mode Sorting	Allows the user to sort the paragraphs manually in the section.
Exclude Manual Order Sorting	Allows user to sort the paragraphs in the section in ascending or descending order based on the sort key set in this dialog. Prohibits the user from performing a manual sort on the paragraphs in the section.
Do not allow Form Mode sorting	Prohibits users from sorting paragraphs in this section when sorting sections in Form Mode. This option should be used when the section is part of a link set where sorting is controlled in another section.

Primary Sort Key

Select the main criteria by which you want the sort to be carried out.

Secondary Key

Select the second sorting criteria that you want to apply in the event of a tie in the primary criteria.

Tertiary Key

Select additional levels to be sorted in the event of a tie.

Link

Click this button to link the selected section sort to another sortable section, section sort group, or table sort group. When a sort group is linked to another group or section, sorting one sort group causes the linked sort group(s) to sort as well. The linked groups are referred to as a link set.

Related Topics

• Section