Grouping at Program level

Question

Hello,I am trying to do a grouping at the Portfolio - Program Level and would like to group the results by ‘KPI Year’ which is a field on the Project Task custom form. I attempted to use the following text mode code. However, group is not working. Please advise if the syntax is incorrect or if there is another approach to group by a custom form field from the task level? group.0.displayname=KPI Yeargroup.0.valueexpression={project:program}.{DE:KPI Year}group.0.valueformat=HTML textmode=true Thank you,Deepa Mahishi

KellieGardner · Answer

To clarify, this is a program report, and you want to group by a data point that lives on a task custom form?

A task custom field lives two hops down at the collection level (Program → Project → Task). Workfront's text mode grouping works by traversing single-value reference fields upward or across (like a Task pointing up to its Project's), not by drilling down into a child collection and rolling the parent up by it.

Options:

Flip it and build it as a Task report instead
If what you actually want is "see task custom field values broken out by Program," a Task report gets you there directly:

Try to build a series of calculated fields to capture the data point on higher-level objects.

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