Custom Settings: Attend Query - Order By Field

Attend Query - Order By Field

This setting allows you to change the order of the Take Attendance screen. It is rare that organizations need to adjust this, as most people expect their attendance roster in alphabetical order by last name.

Impacts:

Take Attendance Page Display

Default Value:

empty 

Default Behavior without a setting: 

The Take Attendance screen is ordered by student last name then student first name (e.g. “Smith Joe”) 


Behavior when setting is changed: 

The Take Attendance screen is ordered by the value of whatever field is in the setting Value.

Example:

For example, you may decide that you want to take attendance by the age of your students, and the age is stored on the Contact record. Contact is accessible from the Attendance record via the Student lookup.

To use this setting, you would:

  1. Decide which data that is accessible from the Attendance record should determine your Take Attendance sequence. 

    1. If you want to order your Take Attendance screen by a single field that is directly on the Attendance record, you don’t need any further preparation.

    2. If you want to order your Take Attendance screen by more than one field directly on the Attendance record or by data that is on a linked record such as Contact or Course Enrollment, you must build a formula field that will display the data. 

  2. On the Attendance object, construct a formula field if needed (e.g. if you need to order by condition 1b above). Ensure that its output is the text or value that you want to sort by – for example, if you want to sort by age, ensure your formula field shows “18” and “36” and “22” (if those are your student ages) when you display the field on the Attendance page layout. If you instead wanted to display the Take Attendance screen in order of enrollment status, your formula should display “Enrolled,” “Dropped Out,” and so on on the Attendance screen.

  3. Put the field’s API name into the “Value” field for this custom metadata record and save. This is the field you either created in step 2 or identified in step 1a.

Admin Documentation, RollCall 4Jenn TaylorCustom Settings