Report: combined task and issue View and Grouping
This Work Item report shows both tasks and issues which users have accepted to work on in one report. It is best when combined with a custom grouping.
This report uses sharecol=true
in the view to combine multiple fields under the same column header. For more information on the sharecol
tag, see View: merge information from multiple columns in one shared column.
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 | |
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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.
Build a report with combined task and issue View and Grouping
To build a report with this view:
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Click the Main Menu icon in the upper-right corner, or the Main Menu icon in the upper-left corner, if available, then click Reports.
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Click New Report > More > Work Item from the drop-down menu.
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In the Column Preview area, click the header of the only column displayed. This is the Ext Ref column.
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Click Switch to Text Mode.
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Mouse over the text mode area, and click Edit Text Mode.
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Remove the text you find in the text mode box, and replace it with the following code:
code language-none column.0.description=Task or Issue column.0.name=Issue or Task column.0.shortview=false column.0.stretch=0 column.0.textmode=true column.0.type=image column.0.valueexpression=IF(ISBLANK({opTaskID}),'Task','Issue') column.0.valueformat= column.0.width=40 column.1.description=Task or Issue Name column.1.isInlineEditable=false column.1.link.linkproperty.0.name=ID column.1.link.linkproperty.0.valuefield=task:ID column.1.link.linkproperty.0.valueformat=string column.1.link.lookup=link.view column.1.link.valuefield=task:objCode column.1.link.valueformat=val column.1.listsort=nested(task).string(name) column.1.name=Name column.1.sharecol=true column.1.shortview=false column.1.stretch=50 column.1.textmode=true column.1.valuefield=task:name column.1.valueformat=HTML column.1.width=120 column.2.isInlineEditable=false column.2.link.linkproperty.0.name=ID column.2.link.linkproperty.0.valuefield=opTask:ID column.2.link.linkproperty.0.valueformat=string column.2.link.lookup=link.view column.2.link.valuefield=opTask:objCode column.2.link.valueformat=val column.2.linkedname=opTask column.2.listsort=nested(opTask).string(name) column.2.shortview=false column.2.stretch=0 column.2.textmode=true column.2.valuefield=opTask:name column.2.valueformat=HTML column.2.width=120 column.3.description=Project Name column.3.isInlineEditable=false column.3.link.linkproperty.0.name=ID column.3.link.linkproperty.0.valuefield=task:projectID column.3.link.linkproperty.0.valueformat=string column.3.link.lookup=link.view column.3.link.valuefield=task:project:objCode column.3.link.valueformat=val column.3.listsort=nested(task).nested(project).string(name) column.3.name=Project Name column.3.sharecol=true column.3.shortview=false column.3.stretch=50 column.3.textmode=true column.3.valuefield=task:project:name column.3.valueformat=HTML column.3.width=120 column.4.isInlineEditable=false column.4.link.linkproperty.0.name=ID column.4.link.linkproperty.0.valuefield=opTask:projectID column.4.link.linkproperty.0.valueformat=string column.4.link.lookup=link.view column.4.link.valuefield=opTask:project:objCode column.4.link.valueformat=val column.4.linkedname=opTask column.4.listsort=nested(opTask).nested(project).string(name) column.4.shortview=false column.4.stretch=0 column.4.textmode=true column.4.valuefield=opTask:project:name column.4.valueformat=HTML column.4.width=120 column.5.displayname=Primary Assignee column.5.linkedname=assignment column.5.namekey=view.relatedcolumn column.5.namekeyargkey.0=assignment column.5.namekeyargkey.1=assignedToID column.5.querysort=assignment:assignedToID column.5.textmode=true column.5.valuefield=assignment:assignedTo:name column.5.valueformat=HTML column.6.displayname=Status column.6.enumclass=com.attask.common.constants.OpTaskStatusEnum column.6.enumtype=OPTASK column.6.linkedname=opTask column.6.namekey=view.relatedcolumn column.6.namekeyargkey.0=opTask column.6.namekeyargkey.1=status column.6.querysort=opTask:status column.6.sharecol=true column.6.textmode=true column.6.type=enum column.6.valuefield=opTask:status column.6.valueformat=val column.7.displayname= column.7.enumclass=com.attask.common.constants.TaskStatusEnum column.7.enumtype=TASK column.7.linkedname=task column.7.namekey=view.relatedcolumn column.7.namekeyargkey.0=task column.7.namekeyargkey.1=status column.7.querysort=task:status column.7.textmode=true column.7.type=enum column.7.valuefield=task:status column.7.valueformat=val column.8.displayname=Priority column.8.enumclass=com.attask.common.constants.TimelinePriorityEnum column.8.enumtype=OPTASK column.8.linkedname=opTask column.8.namekey=view.relatedcolumn column.8.namekeyargkey.0=opTask column.8.namekeyargkey.1=priority column.8.querysort=opTask:priority column.8.sharecol=true column.8.textmode=true column.8.type=enum column.8.valuefield=opTask:priority column.8.valueformat=val column.9.displayname= column.9.enumclass=com.attask.common.constants.TimelinePriorityEnum column.9.enumtype=TASK column.9.linkedname=task column.9.namekey=view.relatedcolumn column.9.namekeyargkey.0=task column.9.namekeyargkey.1=priority column.9.querysort=task:priority column.9.type=enum column.9.valuefield=task:priority column.9.valueformat=val column.10.isInlineEditable=false column.10.linkedname=task column.10.listsort=nested(task).atDateAsAtDate(plannedStartDate) column.10.name=Planned Start Date column.10.sharecol=true column.10.shortview=false column.10.stretch=0 column.10.textmode=true column.10.valuefield=task:plannedStartDate column.10.valueformat=atDate column.10.width=100 column.11.isInlineEditable=false column.11.linkedname=opTask column.11.listsort=nested(opTask).atDateAsAtDate(plannedStartDate) column.11.shortview=false column.11.stretch=0 column.11.textmode=true column.11.valuefield=opTask:plannedStartDate column.11.valueformat=atDate column.11.width=1 column.12.isInlineEditable=false column.12.linkedname=task column.12.listsort=nested(task).atDateAsAtDate(projectedCompletionDate) column.12.name=Planned Completion Date column.12.sharecol=true column.12.shortview=false column.12.stretch=0 column.12.textmode=true column.12.valuefield=task:projectedCompletionDate column.12.valueformat=atDate column.12.width=100 column.13.isInlineEditable=false column.13.linkedname=opTask column.13.listsort=nested(opTask).atDateAsAtDate(projectedCompletionDate) column.13.shortview=false column.13.stretch=0 column.13.textmode=true column.13.valuefield=opTask:projectedCompletionDate column.13.valueformat=atDate column.13.width=1 column.14.isInlineEditable=false column.14.linkedname=task column.14.listsort=nested(task).double(percentComplete) column.14.name=Percent Complete column.14.sharecol=true column.14.shortview=false column.14.stretch=0 column.14.textmode=true column.14.valueexpression=IF(ISBLANK({taskID}),"",{task}.{percentComplete}) column.14.valueformat=HTML column.14.width=100 column.15.textmode=true column.15.value= column.15.valueformat=HTML column.15.width=1
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Click Done.
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(Optional) Click Groupings to add a grouping to the report.
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(Optional and conditional) If you are adding a grouping, click Switch to Text Mode.
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(Optional) Replace the text inside the grouping text mode area with the following code:
code language-none group.0.name= group.0.valueexpression=IF(ISBLANK({opTaskID}),'Task','Issue') group.0.valueformat=string textmode=true
This grouping groups all the Tasks together, and all the Issues together.
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Click Save + Close.
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(Optional) Update the name of the report, then click Apply.