If you are like me, you have a love/hate relationship with the Social Pane. A conceptually cool widget on an entity form, it is where Posts (do you still use these?), Notes, Yammer, OneNote, OneDrive for Business and our focus of this tip…Activities reside. Why do I hold any disdain for this collection of valuable information? Because it is for all intents and purposes a black box. There is VERY little that you can configure on the Social Pane, but in this tip I’ll show what configuration you can actually perform on the social pane…. modifying the default sort and order of the activities on the Social Pane.
By default, the sort and order of Activities on the Social Pane displays by Last Updated.
In our scenario, we will modify this sort order to Due Date. From the Form Editor, click on the Notes Properties control (Activities Tab) and then Change Properties. Next, click on the Activity Wall tab. In the data section, you will see two option sets for “Sort the Activity Wall according to” and “Order by”.
Change the value in the option set to Due Date and click Save.
Once this form change is saved and published, you will see the changes reflected in the Social Pane! Cool, huh?
Here’s a bonus tip: Once your new default sort and order is set you have one additional bit of capability within the Social Pane. You can filter what is displayed in the pane by either status of all activities (In Progress or Overdue) as well as by activity type!