You can edit a view in a list or report using text mode to access fields that are not available in the standard interface and create more complex views.
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 edit reporting elements 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 views in a report
Manage permissions to a view to edit it
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.
Before starting to use text mode in a report or list, always ensure that you are familiar with the Workfront text-mode syntax.
For more information, see:
Editing a view using text mode is identical for reports and lists. Accessing the view from a report or from a list differs.
We recommend that you build as much of the view as possible in standard mode, then convert it to text mode to edit it.
For information about building views, see Views overview in Adobe Workfront.
For information about creating a report, see Create a custom report.
Do one of the following:
To access the view from a report, go to the report, then click Report Actions > Edit > Columns (View) tab.
To access the view from a list, go to the list and from the View drop-down menu, mouse over the view that you want to modify and click the Edit icon .
The view builder opens.
Select a column in the view.
Select the Columns (View) tab of the report builder, then select a column.
To edit a view using text mode, you must edit one column at a time.
Click Switch to Text Mode in the upper-right corner of the builder.
When you edit a column in text mode, Workfront adds the
textmode=true line of code to the column. This indicates that the column is modified in text mode.
The following table outlines the key lines in a text mode view:
This is the name of the object or of the field as it appears in the database. For more information about how objects and fields appear in the database, see API Explorer.
The following scenarios exist:
Note: If you choose a field in text mode that is not valid in the standard interface, you are not able to switch back to the standard interface within the column.
This line represents the format used to display the
We recommend using
For information about additional values for this line, see Use conditional formatting in Text Mode.
You can add this line to replace
You must enclose the
The following scenarios exist:
descriptionkey= / description=
This line defines the text of a tool tip as you mouse over the name of the column. In this case it is using a key to translate the name value in the description text. If you want to modify the description, change this line to read:
|namekey= / name=||
This line defines the column label. In this case it is using the abbreviated value based on the key.
If you want to modify the column name you can change this value to:
To change the column name you can also add the
You can add the following line to change the name of a column, which suspends the
|querysort=||This line defines how the results are sorted when the column header is clicked. If it is not present then the column cannot be sorted after the report is run.|
This line represents the number of pixels that are used for the column. If the line is omitted or set to 0 (zero) then the column does not appear in the view.
When you modify this field manually in text mode, you must also add the
You must use this line in addition to the
This line defines whether the value displayed in a column is inline editable or not. If this line equals true, the value in the column is inline editable. If this line equals
Insert this line only when you want the value displayed in a column to link to the object associated with it. The link opens the details page of the object. This value should match the
For example, you can insert
Insert this line only when you have inserted the
Important: When viewing the text mode in a built-in column that also includes a link, you notice a number of lines referring to the link. Some of those lines might no longer be supported or are unnecessary when you create your own custom column in text mode and add the link statements to it. The lines that are mandatory when adding a linked value are
This refers to how the values of each column are summarized. There are multiple lines that start with
As a general rule, the
The Planned Hours column in a task report summarized by Sum may look like the following:
Click Apply if you want to save your changes and continue editing the view.
Click Save + Close to save your report.
Click Save View to save the view in a list.