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.