Need help with Text Mode with adding colour coding and custom grouping name in workfront reporting | Community
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anasooya
Level 2
December 15, 2023
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Need help with Text Mode with adding colour coding and custom grouping name in workfront reporting

  • December 15, 2023
  • 1 reply
  • 1894 views

Can you please help with sharing text mode code format for the below 2 requirements we have in reporting. Don't think this can be configured in standard reporting mode hence wanted to ask for help to configure this via Workfront reporting text mode.


1) Is there a way to change the name of a grouping field (to a custom name) if we pull in a custom field to show the grouping? We are noticing that since we have used custom field, it displays the backend name of the field which is not good to display on the report view and it's too long as well. 

2) Is there a way to colour code a column value based on other column value. Eg: We want to put a color code to Column A if value in Column A is more than Column B. Note both the fields pulled in as Column A and Column B are custom calculated fields and the values in it will be derived from formulas mentioned in these calculated field based on user input.

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    Best answer by Richard_Le_

    Hey,

     

    Yes, both of these things should be possible.

     

    For the custom grouping name, you would use the following text mode:

     

    group.1.displayname=INSERT CUSTOM NAME HERE group.1.valuefield=CUSTOM FIELD NAME AS IT APPEARS IN YOUR CUSTOM FORM group.1.valueformat=customDataLabelsAsString textmode=true

     

    On your second question about building conditional formatting based on two different field values, there's a fantastic article on how to do this here. Please note that the calculated fields will need to be set to number or date data types for greater than/less than conditional formatting.

     

    Hope this helps!

     

    Best Regards,

    Rich.

    1 reply

    R
    Community Advisor
    Richard_Le_Community AdvisorAccepted solution
    Community Advisor
    December 15, 2023

    Hey,

     

    Yes, both of these things should be possible.

     

    For the custom grouping name, you would use the following text mode:

     

    group.1.displayname=INSERT CUSTOM NAME HERE group.1.valuefield=CUSTOM FIELD NAME AS IT APPEARS IN YOUR CUSTOM FORM group.1.valueformat=customDataLabelsAsString textmode=true

     

    On your second question about building conditional formatting based on two different field values, there's a fantastic article on how to do this here. Please note that the calculated fields will need to be set to number or date data types for greater than/less than conditional formatting.

     

    Hope this helps!

     

    Best Regards,

    Rich.

    A
    anasooyaAuthor
    Level 2
    December 15, 2023

    Thank you so much for your help @richard_le_ . I have implemented the suggestion for the 1st point and it has worked well. I also realised what syntax I shouldn't be using. Thanks for sharing this. In regards to the 2nd Point, I will go through the documentation you have shared. Just wanted to ask as you mentioned that the calculated fields should be number or date data type.. So will the attached work? Just sharing screenshot of one of the calculated field configuration. 

    R
    Community Advisor
    Richard_Le_Community Advisor
    Community Advisor
    December 15, 2023

    You're very welcome, glad I could help. 

     

    And yes, that calculated field config should work

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