Edición de una vista mediante el modo de texto
Puede editar una vista de una lista o informe utilizando el modo de texto para acceder a campos que no están disponibles en la interfaz estándar y crear vistas más complejas.
Requisitos de acceso
Debe tener el siguiente acceso para realizar los pasos de este artículo:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
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plan Adobe Workfront* | Cualquiera |
Licencia de Adobe Workfront* |
Nuevo: estándar Actual: plan |
Configuraciones de nivel de acceso* |
Editar acceso a filtros, vistas y agrupaciones Editar el acceso a los informes, paneles y calendarios para editar los elementos de un informe |
Permisos de objeto |
Administrar permisos en un informe para editar vistas en un informe Administrar permisos a una vista para editarla |
*Para saber qué plan, tipo de licencia o acceso tiene, póngase en contacto con el administrador de Workfront.
Para obtener más información acerca de los requisitos de acceso, consulte Requisitos de acceso en la documentación de Workfront.
Requisitos previos
Antes de empezar a utilizar el modo de texto en un informe o una lista, asegúrese siempre de estar familiarizado con la sintaxis del modo de texto de Workfront.
Para obtener más información, consulte:
Edición del modo de texto en una vista
La edición de una vista mediante el modo de texto es idéntica para los informes y las listas. El acceso a la vista desde un informe o desde una lista es distinto.
Para obtener información sobre cómo generar vistas, consulte Información general sobre vistas en Adobe Workfront.
Para obtener información sobre cómo crear un informe, consulte Crear un informe personalizado.
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Realice una de las siguientes acciones:
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Para obtener acceso a la vista desde un informe, vaya al informe y, a continuación, haga clic en Acciones de informe > Editar > pestaña Columnas (vista).
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Para acceder a la vista desde una lista, ve a la lista y, en el menú desplegable Ver, pasa el ratón sobre la vista que deseas modificar y haz clic en el icono Editar .
Se abre el generador de vistas.
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Seleccione una columna en la vista.
O
Seleccione la ficha Columnas (Ver) del Report Builder y, a continuación, seleccione una columna.
note tip TIP Para editar una vista con el modo de texto, debe editar las columnas de una en una. -
Haga clic en Cambiar al modo de texto en la esquina superior derecha del generador y, a continuación, haga clic en Editar modo de texto.
note note NOTE Cuando edita una columna en modo de texto, Workfront agrega la línea de código textmode=true
a la columna. Esto indica que la columna se modifica en modo de texto.En la tabla siguiente se describen las líneas clave en una vista de modo de texto:
valuefield=</cod>
table 0-row-2 1-row-1 2-row-0 3-row-0 4-row-0 5-row-0 6-row-0 7-row-0 8-row-0 9-row-0 10-row-0 11-row-0 12-row-0 13-row-1 14-row-2 15-row-2 16-row-2 17-row-2 18-row-2 19-row-2 20-row-2 21-row-2 22-row-2 23-row-2 24-row-2 25-row-2 layout-auto Línea de muestra Descripción This is the name of the object or of the field as it appears in the database. For more information about how objects and fields appear in the database, see API Explorer.
The following scenarios exist:
code language-none <li value="1"> <p> If the name of the field you display is a phrase instead of a single noun, you must use camel case syntax for the <code>valuefield</code>. For example, for the Planned Start Date of a task the code is: </p> <p class="example" data-mc-autonum="<b>Example: </b>"><span class="autonumber"><span><b>Example: </b></span></span><code>valuefield=plannedStartDate</code> </p> </li> <li value="2"> <p>If you want to display a custom field, the <code>valuefield</code> value is the actual name of the field, as you see it in the interface. For example, for a custom field named "More information", the code is:</p> <p class="example" data-mc-autonum="<b>Example: </b>"><span class="autonumber"><span><b>Example: </b></span></span><code>valuefield=More information</code> </p> </li> <li value="3"> <p>If you want to display objects that are related to other objects in a view using the <code>valuefield</code> line of code the object names and attributes are separated by colons. </p> <p>For example, a column in a task view that would display the name of the Portfolio Owner has the following value for the valuefield line:</p> <p class="example" data-mc-autonum="<b>Example: </b>"><span class="autonumber"><span><b>Example: </b></span></span><code>valuefield=project:portfolio:owner:name</code> </p> <p>This indicates that from the object of the report (task), you can access the next related object (project), from there, you can access the following related object from project (portfolio), then the portfolio owner (owner) and then their name (name). </p> </li> </ol> <p>For information about how objects connect to one another, see the section <a href="https://experienceleague.adobe.com/workfront-basics/navigate-workfront/workfront-navigation/understand-objects.html?lang=es#understanding-interdependency-and-hierarchy-of-objects" class="MCXref xref">Interdependency and hierarchy of objects</a> in <a href="https://experienceleague.adobe.com/workfront-basics/navigate-workfront/workfront-navigation/understand-objects.html?lang=es" class="MCXref xref">Understand objects in Adobe Workfront</a>.</p> <p>Note: If you choose a field in text mode that is not valid in the standard interface, you are not able to switch back to the standard interface within the column.</p> </td>
valueformat=
This line represents the format used to display the
valuefield
. Thevalueformat
identifies whether an object or field displays as text, number, percentage, or date.We recommend using
HTML
for yourvalueformat
, especially when usingvalueexpression
, to ensure the most accurate display of your information.For information about additional values for this line, see Use conditional formatting in Text Mode.
valueexpression=
You can add this line to replace
valuefield
, if you want to display a calculated field in the column.You must enclose the
valuefield
of the objects in curly brackets every time you use it in avalueexpression
.The following scenarios exist:
code language-none <li value="1"> <p>If you want to display a field in a column in upper case, you would use:</p> <p class="example" data-mc-autonum="<b>Example: </b>"><span class="autonumber"><span><b>Example: </b></span></span><code>valueexpression=UPPER({valuefield})</code> </p> <p>The <code>valuefield</code> of the object is spelled as it appears in the API Explorer. </p> </li> <li value="2">If you want to add multiple <code>valuefields</code> by stringing them together, you must separate them by a period.</li> <li value="3"> <p>For example, if you want to display the name of the Primary Assignee of a task using <code>valueexpression</code>, you would use:</p> <p class="example" data-mc-autonum="<b>Example: </b>"><span class="autonumber"><span><b>Example: </b></span></span><code>valueexpreesion={assignedTo}.{name}</code> </p> </li> <li value="4"> <p>If you want to use a custom field in a <code>valueexpression</code> line you must precede the name of the field by <code>DE:</code> to indicate that it is a custom field. The name of the field is spelled as it appears in the interface. </p> <p>Important: When you use a custom field that is placed in a custom form section that has restricted permissions for some users, the calculation of the valueexpression is blank when those users view this calculation in a report. For information about adjusting permissions on custom form sections, see <span help/quicksilver/administration-and-setup/customize-workfront/create-manage-custom-forms/form-designer/design-a-form/design-a-form.md"><a href="https://experienceleague.adobe.com/docs/workfront/quicksilver/administration-and-setup/customize-workfront/create-manage-custom-forms/form-designer/design-a-form/design-a-form.html?lang=es">Create a custom form</a></span>.</p> <p>For example, if you have a custom field labeled "Developer Name" and you want to display this field in upper case in a column, you can use the following <code>valueexpression</code> to indicate this:</p> <p class="example" data-mc-autonum="<b>Example: </b>"><span class="autonumber"><span><b>Example: </b></span></span><code>valueexpression=UPPER({DE:Developer Name}</code>) </p> <p>When referencing a Typeahead type custom field, use the following expression to reference the name of the object selected in a field labeled "Developer Name":</p> <p><code>valueexpression=UPPER({DE:Developer Name:name})</code> </p> </li> </ol> </td>
descriptionkey=
/description=
This line defines the text of a tool tip as you mouse over the name of the column. In this case it is using a key to translate the name value in the description text. If you want to modify the description, change this line to read:
Example:
description=Your Value
.namekey=
/name=
This line defines the column label. In this case it is using the abbreviated value based on the key.
If you want to modify the column name you can change this value to:
Example:
name=Your Value
Name
allows you to enter any text for the column name, whilenamekey
requires you enter a key that is used to translate the name of a column.To change the column name you can also add the
displayname
line, if one is not present.displayname =
You can add the following line to change the name of a column, which suspends the
namekey/name
value:Example:
displayname=Your Value
querysort=
This line defines how the results are sorted when the column header is clicked. If it is not present then the column cannot be sorted after the report is run. width=
This line represents the number of pixels that are used for the column. If the line is omitted or set to 0 (zero) then the column does not appear in the view.
When you modify this field manually in text mode, you must also add the
usewidths=true
value to your column.usewidths=true
You must use this line in addition to the width=
line when customizing the width of a column.makeFieldEditable=
This line defines whether the value displayed in a column is inline editable or not. If this line equals true, the value in the column is inline editable. If this line equals false
, the value in the column is not inline editable.link.valuefield=
Insert this line only when you want the value displayed in a column to link to the object associated with it. The link opens the details page of the object. This value should match the
valuefield=
line. When you insert this, you must also add thelink.valueformat=
line.For example, you can insert
link.valuefield=priority
in an issue view, and the Priority of the issue displays as a link. Clicking this link opens the Issue page.link.valueformat=
Insert this line only when you have inserted the
link.valuefield
line to add a link to the value in a column. The link opens the details page of the object. This value should match thevalueformat=
line and indicates the format used to display thevaluefield
.Important: When viewing the text mode in a built-in column that also includes a link, you notice a number of lines referring to the link. Some of those lines might no longer be supported or are unnecessary when you create your own custom column in text mode and add the link statements to it. The lines that are mandatory when adding a linked value are
link.valuefield
andlink.valueformat
.aggregator.function=
This refers to how the values of each column are summarized. There are multiple lines that start with
aggregator.
and they all refer to the aggregator that summarizes the results of the column.As a general rule, the
aggregator.
lines match those of the column object.code language-none <span class="autonumber"><span><b>Example: </b></span></span> <p>The Planned Hours column in a task report summarized by Sum may look like the following: </p>
textmode=true
valuefield=workRequired
valueformat=compound
aggregator.function=SUM
aggregator.valuefield=workRequired
aggregator.displayformat=minutesAsHoursString
aggregator.valueformat=compound
namekey=workRequired
shortview=false
Las
aggregator.
líneas pueden contenervaluefield
ovalueexpression
.``
`Haga clic en Aplicar si desea guardar los cambios y seguir editando la vista.
Haga clic en Guardar + Cerrar para guardar el informe.
O
Haga clic en Guardar vista para guardar la vista en una lista.`
``