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Grouping: edit the display name in a grouping

Last update: Tue Jan 02 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

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*

New:

  • Contributor to modify a grouping

  • Standard to modify a report

Current:

  • 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.

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 Grouping drop-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. Do 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

      note tip
      TIP
      You can also leave the group.0.name= and the group.0.displayname= lines blank, in which case the grouping shows the value you are grouping by.

  6. Click Done, then Save Grouping.

    The default name for the grouping is modified according to your text mode information.

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