Group a report by a multi-select custom field

You can group by the value in a multi-select custom field in a Adobe Workfront report only by using text mode.

Examples of multi-select custom fields are:

  • Checkboxes
  • Multi-select dropdown menus

For information about using text mode, see the article Text Mode overview.

Considerations when when grouping by a multi-select custom field

  • You cannot chart a report that uses a text-mode grouping. You need to create an additional calculated field that refers to the multi-select custom field to also chart the report by the value of the multi-select custom field.

    For more information, see Chart a report by a multi-select custom field.

  • Items that have any of the choices selected are counted only one time.

    For example, if you have a Checkbox custom field with Choice 1 and Choice 2 as options, and you attach the form to tasks, the tasks that have both Choice 1 and Choice 2 selected are grouped separately from the tasks that have only Choice 1 or Choice 2 selected.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*
Any
Adobe Workfront license*

Request to modify a grouping

Plan to modify a report

Access level configurations*

Edit access to Reports, Dashboards, Calendars to modify a report

Edit access to Filters, Views, Groupings to modify a grouping

NOTE

If you still don’t have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to a report

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Group a report by multi-select custom fields

To be able to group by a multi-select custom field, you must have the following prerequisites:

  • Build the multi-select custom field in a custom form.
    For information about building custom forms and adding custom fields to them, see the article Create or edit a custom form.

  • Attach the custom form to objects.

  • Populate the multi-select custom field with a value on each object.

To group by a multi-select custom field in a report:

  1. Create a report or edit an existing one where you want to add a grouping for a multi-select custom field.
    For information about creating reports, see the article Create a custom report.

  2. Select the Groupings tab.

  3. Click Switch to Text Mode.

  4. Select the text in the Group your Report box and replace it with the following code:

    group.0.displayname=Multi-select Custom Field Name
    group.0.valueexpression={DE:Multi-select Custom Field Name}
    group.0.valueformat=HTML
    group.0.textmode=true
    
  5. Replace “Multi-select Custom Field Name” with the actual name of your multi-select custom field, as it appears in Workfront.

  6. Click Save and Close.

    The objects in the report are grouped by the values of the multi-select custom field.

    The name of the groupings of the report are the names of the multi-select custom field followed by the values selected in the field.

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