Group a report by a multi-select custom field
You can group by the value in a multi-select custom field in a Adobe Workfront report only by using text mode.
Examples of multi-select custom fields are:
- Checkboxes
- Multi-select dropdown menus
For information about using text mode, see the article Text Mode overview.
Considerations when when grouping by a multi-select custom field
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You cannot chart a report that uses a text-mode grouping. You need to create an additional calculated field that refers to the multi-select custom field to also chart the report by the value of the multi-select custom field.
For more information, see Chart a report by a multi-select custom field.
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Items that have any of the choices selected are counted only one time.
For example, if you have a Checkbox custom field with Choice 1 and Choice 2 as options, and you attach the form to tasks, the tasks that have both Choice 1 and Choice 2 selected are grouped separately from the tasks that have only Choice 1 or Choice 2 selected.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront plan | Any |
| Adobe Workfront license* |
New:
Current:
|
| Access level configurations |
Edit access to Reports, Dashboards, Calendars to modify a report Edit access to Filters, Views, Groupings to modify a filter |
| Object permissions | Manage permissions to a report |
*For information, see Access requirements in Workfront documentation.
Group a report by multi-select custom fields
To be able to group by a multi-select custom field, you must have the following prerequisites:
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Build the multi-select custom field in a custom form.
For information about building custom forms and adding custom fields to them, see the article Create a custom form. -
Attach the custom form to objects.
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Populate the multi-select custom field with a value on each object.
To group by a multi-select custom field in a report:
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Create a report or edit an existing one where you want to add a grouping for a multi-select custom field.
For information about creating reports, see the article Create a custom report. -
Click Report Actions, then Edit.
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Select the Groupings tab.
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Click Switch to Text Mode.
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Select the text in the Group by box and replace it with the following code:
group.0.displayname=Multi-select Custom Field Name group.0.valueexpression={DE:Multi-select Custom Field Name} group.0.valueformat=HTML group.0.textmode=true -
Replace “Multi-select Custom Field Name” with the actual name of your multi-select custom field, as it appears in your Workfront instance.
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Click Save and Close.
The objects in the report are grouped by the values of the multi-select custom field.
The name of the groupings of the report are the names of the multi-select custom field followed by the values selected in the field.