Grouping: edit the display name in a grouping

You can rename groupings to something more familiar to your users.

For example, when you apply the standard Portfolio Name grouping to a list of projects, the name of the grouping appears as Portfolio: Name: <name of portfolio>.

You can modify this grouping using text mode to display a name that is easier to read.

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.

Edit the display name in a grouping

To change the display name in a project grouping:

  1. Go to a list of projects.

  2. From the Groupingdrop-down menu, select New Grouping.

  3. Click Add Grouping, and start typing “Portfolio Name” in the First by: field, then select it when it displays in the list.

  4. Click Switch to Text Mode.

  5. Done one of following:

    • Add the following code to the existing text available in the Group your Report box:

      group.0.displayname=Your

      Value

      Or, in this case:

      group.0.displayname=Portfolio

    • Remove all the lines in the text mode interface of the grouping that have the word “name” in them, then add the line:

      group.0.name=Your Value

      Or, in this case:

      group.0.name=Portfolio

      You can also leave the

      group.0.name

      line blank, in which case the grouping shows the name of the value you are grouping by.

  6. Click Done, then Save Grouping.

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