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. Examples of multi-select custom fields are:

  • Checkboxes
  • Multi-select dropdown menus

You can group by this type of field only by using text mode. For information about using text mode, see the article Text Mode overview.

NOTE

You cannot chart a report by a multi-select custom field. 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.

Access requirements

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

Adobe Workfront plan*

Any

Adobe Workfront license*

Plan

Access level configurations*

Edit access to Reports, Dashboards, Calendars

Edit access to Filters, Views, Groupings

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
    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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