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:
For information about using text mode, see the article Text Mode overview.
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.
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.
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:
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.
Select the Groupings tab.
Click Switch to Text Mode.
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
Replace “Multi-select Custom Field Name” with the actual name of your multi-select custom field, as it appears in Workfront.
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.