Een weergave bewerken in de tekstmodus
U kunt een weergave in een lijst of rapport bewerken met de tekstmodus om toegang te krijgen tot velden die niet beschikbaar zijn in de standaardinterface en om complexere weergaven te maken.
Toegangsvereisten
U moet de volgende toegang hebben om de stappen in dit artikel uit te voeren:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
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Adobe Workfront-abonnement* | Alle |
Adobe Workfront-licentie* |
Nieuw: Standaard Huidig: Plan |
Configuraties op toegangsniveau* |
Toegang tot filters, weergaven, groepen bewerken Toegang tot rapporten, dashboards, kalenders bewerken om rapportelementen in een rapport te bewerken |
Objectmachtigingen |
Rechten beheren voor een rapport om weergaven in een rapport te bewerken Machtigingen beheren voor een weergave om deze te bewerken |
* om te weten te komen welk plan, vergunningstype, of toegang u hebt, contacteer uw beheerder van Workfront.
Voor meer informatie over toegangsvereisten, zie vereisten van de Toegang in de documentatie van Workfront.
Vereisten
Voordat u de tekstmodus in een rapport of lijst gaat gebruiken, moet u altijd op de hoogte zijn van de syntaxis in de tekstmodus van Workfront.
Zie voor meer informatie:
Tekstmodus in een weergave bewerken
Het bewerken van een weergave in de tekstmodus is identiek voor rapporten en lijsten. De toegang tot van de mening van een rapport of van een lijst verschilt.
Voor informatie over de bouw van meningen, zie Overzicht van Meningen in Adobe Workfront.
Voor informatie over het creëren van een rapport, zie een douanerapportcreëren.
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Voer een van de volgende handelingen uit:
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Om tot de mening van een rapport toegang te hebben, ga naar het rapport, dan klik de Acties van het 0} Rapport uitgeven > Kolommen (Mening) tabel.
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Om tot de mening van een lijst toegang te hebben, ga naar de lijst en van het drop-down menu van de Mening, muis over de mening die u wilt wijzigen en klikken geeft pictogram uit.
De weergavebuilder wordt geopend.
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Selecteer een kolom in de weergave.
of
Selecteer de Kolommen (Mening) tabel van de rapportbouwer, dan selecteer een kolom.
note tip TIP Als u een weergave wilt bewerken in de tekstmodus, moet u één kolom tegelijk bewerken. -
Klik Schakelaar aan de Wijze van de Tekst in de hoger-juiste hoek van de bouwer, dan klik uitgeven de Wijze van de Tekst.
note note NOTE Wanneer u een kolom bewerkt in de tekstmodus, voegt Workfront de coderegel textmode=true
toe aan de kolom. Dit geeft aan dat de kolom wordt gewijzigd in de tekstmodus.In de volgende tabel worden de belangrijkste regels in een weergave in tekstmodus weergegeven:
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 Voorbeeldregel Beschrijving 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=nl#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=nl" 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=nl">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
De
aggregator.
lijnen kunnen avaluefield
of avalueexpression
bevatten.``
`Klik toepassen als u uw veranderingen wilt bewaren en blijven het uitgeven van de mening.
Klik sparen + Sluiten om uw rapport te bewaren.
of
Klik sparen Mening om de mening in een lijst te bewaren.`
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