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:

  • 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.

  • Populate the multi-select custom field with a value on each object.

To group by a multi-select custom field in a report:

  1. 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.

  2. Click Report Actions, then Edit.

  3. Select the Groupings tab.

  4. Click Switch to Text Mode.

  5. 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
    
  6. Replace “Multi-select Custom Field Name” with the actual name of your multi-select custom field, as it appears in your Workfront instance.

  7. Click Save and Close.

    The objects in the report are grouped by the values of the multi-select custom field.

    Grouping my multi select 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.

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