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:

*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.