The results of a report or a list can be organized with a grouping. Groupings categorize information based on a particular piece of information.
You can create a custom grouping from scratch or customize an existing grouping. Follow the steps below to create a grouping from scratch.
You must have the following access to perform the steps in this article:
|Adobe Workfront plan*||
|Adobe Workfront license*||
|Access level configurations*||
Edit access to Filters, Views, Groupings
Edit access to Reports, Dashboards, Calendars to create a grouping in a report
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.
Manage permissions to a report to edit a grouping in 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.
Go to the report or the list where you want to create your custom grouping.
Click the Grouping icon .
Click New Grouping.
The interface builder for creating the grouping launches.
In the Grouping Preview section, click Add Grouping to define how you want information in the report to be organized. A preview of what the grouping looks like in the report is shown below.
Begin typing the name of the field that represents the way that you want to organize information in the report, then click it when it appears in the drop-down list.
(Optional and conditional) When building a grouping in an updated list, select Collapse this grouping by default if you want the results in the grouping to display collapsed rather than expanded. This setting is disabled by default and the results of the grouping always display in the expanded list.
For information about updated and legacy lists, see the section The difference between the updated and the legacy lists in the article Get started with lists in Adobe Workfront.
Repeat Steps 4, 5, and 6 to define additional groupings.
You can define up to three groupings for organizing information. You can further organize your information with up to four groupings by creating a matrix report. For more information on matrix reports, see Create a matrix report.
Click Save Grouping.