Grouping: add a fourth grouping to a list

Last update: October 28, 2024

CREATED FOR:

  • User

You can have 4 groupings in a matrix report. For more information about matrix reports, see Create a matrix report.

You can only have 3 groupings in a standard report through the standard interface. To add a 4th grouping in a standard report, you must use text mode.

Four_groupings_in_a_standard_report.png

For example, you might have a task report which is grouped by Project Name, Progress Status and Planned Completion Date, but you also want to group the report by Assigned To Name.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

Adobe Workfront planAny
Adobe Workfront license*

New:

  • Contributor to modify a filter

  • Standard to modify a report

Current:

  • Request to modify a filter

  • 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 filter

Object permissionsManage permissions to a report

*For information, see Access requirements in Workfront documentation.

Add a fourth grouping to a list

To add a fourth grouping:

  1. Click Switch to Text Mode.

  2. Remove the text in the Group your Report area.

  3. Replace the text in the box displayed with the following code:

    group.0.linkedname=project<br>group.0.namekey=view.relatedcolumn<br>group.0.namekeyargkey.0=project<br>group.0.namekeyargkey.1=name<br>group.0.valuefield=project:name<br>group.0.valueformat=string<br>group.1.enumclass=com.attask.common.constants.ProgressStatusEnum<br>group.1.enumtype=TASK<br>group.1.linkedname=direct<br>group.1.namekey=progressStatus<br>group.1.type=enum<br>group.1.valuefield=progressStatus<br>group.1.valueformat=val<br>group.2.groupdatesby=WY<br>group.2.linkedname=direct<br>group.2.namekey=plannedCompletionDate<br>group.2.notime=false<br>group.2.valuefield=plannedCompletionDate<br>group.2.valueformat=atDateAsWeekString<br><strong>group.3.valuefield=assignedTo:name</strong><br style="font-weight: bold;"><strong>group.3.valueformat=HTML</strong><br>textmode=true

  4. Click Done, then Save Grouping.

  5. (Optional) Update the name for the grouping, then click Save Grouping.

Previous pageGrouping: 4-level task grouping for Portfolio Owner, Program Owner, Project Owner, and Project Status
Next pageGrouping: organize list results by a calculated value common to all objects in the grouping

Workfront