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

Last update: Tue Nov 05 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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

Expand to view access requirements for the functionality in this article.

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

Current:

  • Request to modify a view
  • Plan to modify a report

New:

  • Contributor to modify a view
  • Standard 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
Object permissions Manage permissions to a report

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

  1. Go to the project with the task list you’d like to export.

  2. Click the View drop-down menu, and select New View.

  3. Click in the Task Name column header.

  4. Select Switch to Text Mode in the top-right corner.

  5. Click Edit Text Mode and remove all existing text.

  6. Paste the following text:

    code language-none 
    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

  7. Click Done > Save View.

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