Common guidelines for building reporting elements in text mode

The following are common guidelines when building any reporting or list element in text mode:

  • Always use camel case when referencing objects or attributes in the Workfront database.

  • Keep in mind the hierarchy of objects in Workfront. The following differences exist between views, filters and groupings:

    • You can display an object that is three objects away from the report or list object in a view.
    • You cannot reference objects that are more than 2 objects away from the main object in a grouping, filter, or custom prompt.

    Example: You can display the name or GUID of the Portfolio Owner in a task view:

    valuefield=project:portfolio:ownerID

    You cannot group, filter, or prompt for the Portfolio Owner in a task view:

    project:portfolio:ownerID=5808f4bc00790b270a9629dd128e63fa

    In these examples, Portfolio Owner ID is three objects away from the object of the list.

    For information about the hierarchy of objects in Workfront, see:

  • Use wildcards whenever possible to make your reports and lists more dynamic and avoid duplicating them for different users and similar timelines.

Camel case overview

When referencing Workfront fields or their attributes in text mode, Workfront requires you to type their names in camel case. In this case, the single-name fields are spelled in lowercase. Compound fields are spelled according to the following pattern:

camelCaseSyntax

IMPORTANT
All reporting elements follow this casing pattern.

The characteristics of camel case are:

  • The first word always starts with a lowercase letter.
  • The following words always start with an uppercase letter.
  • There are no spaces between the words.

Example: To reference the Actual Completion Date of a project, the name of the field that you would use when building text mode reporting elements is

actualCompletionDate

Text mode syntax for various reporting elements

The following similarities exist between the syntax of the sets of reporting elements below, when creating them using text mode: