View: display the parent-child relationship in a task by indenting the tasks

Last update: Thu Apr 04 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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:

Adobe Workfront plan*

Any

Adobe Workfront license*

Request to modify a view

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 view

NOTE

If you still don’t have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to a report

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

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.
Name the filter in the top-left corner of the screen.
Click in the Task Name column header.
Select Switch to Text Mode in the top-right corner.
Click anywhere in the textbox to edit text, 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 Save.
Click Save View.

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