View: display the parent-child relationship in a task by indenting the tasks
- Topics:
- Reports and Dashboards
CREATED FOR:
- User
You can maintain the distinction of parent - child relationships in an exported task list by adding a custom view to the task list and ensuring this view is selected before you export the list.
Access requirements
You must have the following access to perform the steps in this article:
Current:
- Request to modify a view
- Plan to modify a report
New:
- Contributor to modify a view
- Standard to modify a report
Edit access to Reports, Dashboards, Calendars to modify a report
Edit access to Filters, Views, Groupings to modify a view
For more detail about the information in this table, see Access requirements in Workfront documentation.
Display the parent-child relationship in a task by indenting the tasks
-
Go to the project with the task list you’d like to export.
-
Click the View drop-down menu, and select New View.
-
Click in the Task Name column header.
-
Select Switch to Text Mode in the top-right corner.
-
Click Edit Text Mode and remove all existing text.
-
Paste the following text:
displayname= linkedname=direct namekey=name querysort=name textmode=true valueexpression=IF({indent}<1,{name},IF({indent}<2,CONCAT(" - ",{name}),IF({indent}<3,CONCAT(" - - ",{name}),IF({indent}<4,CONCAT(" - - - ",{name}),CONCAT(" - - - - ",{name}))))) valueformat=HTML
-
Click Done > Save View.