Custom view, filter, and grouping samples: article index
This section provides examples of custom views, filters, and groupings that you can use in your Adobe Workfront account. Unless otherwise specified, these examples cannot be built just by using the standard mode interface and can be built only by using the text mode interface. For more information about text mode, see Text Mode overview.
Samples of custom views
-
View: Actual Hours over Planned Hours in the same column of a task View
-
View: baseline variance for Duration and Planned Work in a task View
-
View: display the result of a calculation between two fields in a column
-
View and grouping: display project Actual Duration aggregated by the average in a Grouping
-
View: display objects that are not included in the standard interface
-
View: display original issue information on task and project lists
-
View: display Program and Portfolio information in a task view
-
View: merge information from multiple columns in one shared column
-
View: display the parent-child relationship in a task by indenting the tasks
-
View: Planned Hours vs. Actual Hours per assignment in a task view
Samples of custom filters
- Filter: display incomplete cross-project predecessors
- Filter: display incomplete cross-project successors
- Filter: display your current projects pending approval
- Filter: display only items in an approval status
- Filter: eliminate items in a list by comparing two fields
- Filter: display parent tasks
- Filter: Proof Approval report to omit previous proof versions
- Filter: create multiple filter rules that reference the same field (“AND” statements)
- Filter: display reports scheduled for delivery
- Filter: display items by same-name statuses when the statuses are associated with different groups
Samples of custom groupings
- Group a report by a multi-select custom field
- Grouping: Home Group of Project Owner in a list of hours
- Grouping: 4-level task grouping for Portfolio Owner, Program Owner, Project Owner, and Project Status
- Grouping: add a fourth grouping to a list
- Grouping: organize list results by a calculated value common to all objects in the grouping
- Grouping: display the result of aggregating multiple calculated values in a grouping
- Grouping: indicate whether the results of a grouping should be collapsed or expanded using text mode
- Grouping: project percent breakdown 1
- Grouping: project percent breakdown 2
- Grouping: projects by Entry Date
- Grouping: Project Sponsor for hours
- Grouping: Project Sponsor for a task list
- Grouping: edit the display name in a grouping
- Grouping: Home Group of Project Owner in a list of hours
- Grouping: task percent breakdown 1
- Grouping: task percent breakdown 2
- Grouping: tasks by portfolio, program, and project