As you share your reports with other users in Adobe Workfront, consider customizing the view of the reports, to make certain information easier to read, or just stand out.
You can customize the Details tab of your reports by adding special or conditional formatting to the view of your reports.
You must have Manage permissions to the report, to be able to edit it and add special formatting to the view.
For more information about creating reports, see the article Create a custom report.
By conditionally formatting columns in the view of the report, you can set up rules that affect the way the report is displayed. When those conditions or rules are met, the special formatting is applied.
For example, if the percent complete of a task is less than 20 percent, you can highlight the field by showing the percentage number in bold, red text, and a yellow background color.
With a conditionally formatted view, you can:
The changes you make in the view of the report take effect only in the Details tab of the report. These changes do not affect the Summary, Matrix, or Chart tabs of the report.
You must have the following access to perform the steps in this article:
|Adobe Workfront plan*||
|Adobe Workfront license*||
Request or higher
|Access level configurations*||
Edit access to Filters, Views, Groupings
Edit access to Reports, Dashboards, Calendars to edit a view 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 create or edit a view in a report
Manage permissions to a view
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.
You must create a report before you can add conditional formatting to it.
For information on creating a report, see Create a report.
Click the Main Menu icon in the upper-right corner of Workfront,then click Reports.
Click the name of a report where you want to create a conditionally-formatted view.
Click Report Actions, then click Edit.
(Conditional) If you edited a report, select an existing column, or create a new column.
Click Advanced Options.
Specify the following information:
|Custom Column Label||
Specify a name for the column.
If you are editing an existing column, specifying a name here changes the existing column name.
|Field Format||Choose the format in which the value in the column displays. Depending on what the column field is, this allows you to set how dates, numbers, or currency display.|
|Show this column when on a Dashboard||Select this field if you want the column to display when the report is placed on a dashboard. The column always displays when you look at the report outside a dashboard.|
Click Add a Rule for this Column.
In the When the: section, set a condition statement for the column. For example: when the Task Percent Complete Equals (Case Sensitive) 50.
In the Show the field like this: section specify what this field looks like when the condition defined above is met.
Specify the following information:
Select the color in which the text is displayed. There are 8 colors available.
Note: If the field contains a hyperlink, the text color selections are not applied to this field.
|Text Format||Select whether to display text in bold or italic.|
|Text Alignment||Select whether to align the text to the right, center, or the left within the column.|
|Background||Select the color of the background for the text. There are 8 colors available.|
|Show Icon||Select from one of 16 icons, if you want to display an icon instead of the actual value for this column.|
Select this option to display a custom label for this column, instead of its actual value. Specify the text to show instead of the value in the field provided.
Important: Selecting Show Text disables the ability to inline edit the text in this column.
|Apply to the entire row||Select this option to apply settings to the entire row rather than applying settings to just the selected column.|
Click Add Rule.
You can add additional rules to the same column, or add rules to other columns.
Rules are applied in the order that they were created. They are combined but do not overwrite each other, though a column rule takes precedence over a row rule on the same cell.
Example 1: You can first create a rule that states when the Project Status is Building, the text color is purple and bold. You then create a second rule that states when the Task Name is not blank, the text color is red and italicized, and the background color is green. In this example, the following occurs:
Example 2: Create a rule on the Project Planned Completion Date that affects the entire row, turning the background gray if the project is canceled (Status = “Dead”). Then create a column rule that turns the background red when the Project Planned Completion Date is less than today (meaning the project is late). In this example, if a canceled project has a late completion date, that cell will appear red even though the other cells in the row are gray. To correct this formatting:
Click Save + Close.
On the report, users see changes to the format if the specified conditions have been met.