Using Collections / Nested Lists - my guide | Community
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DavidCo3
Level 10
May 16, 2016
Question

Using Collections / Nested Lists - my guide

  • May 16, 2016
  • 13 replies
  • 2487 views
Hi all - I wasn't able to find any documentation which specifically tells you how to use collections in a view or report. By using the API explorer and looking at some other examples of nested columns on the support site, I worked it out and made the following notes which may (or may not) be useful to others....excuse the terminology in places! How to use a collection (this example is to list all Job Roles for each User in a user report): View the API Explorer at https://developers.workfront.com/api-docs/api-explorer/ Find the object you want to get the list of items relating to (project, task, issue, user etc). Click on the Collections tab. Click on the data type you want. Copy the API Key into the green field below: displayname=Call this whatever you like listdelimiter= listmethod=nested( roles ).lists textmode=true type=iterate valueexpression={ name } valueformat=HTML 6. Click on the URL to the collection object and click on the field you want and copy the API Key in the blue field above. 7. Add a new column to a view or report and paste the above in text mode.
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13 replies

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BarryBu2
Level 8
August 4, 2016
Many thanks David. It may be some time after you posted, but just came across this little gem just when I needed it.
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PollyCo
Level 9
August 22, 2016
Hi David, This came in handy today. Thanks for putting this information in the community!
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DavidCo3Author
Level 10
September 7, 2016
Glad to hear this was of help, Polly and Barry. :)
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Anonymous
February 22, 2017
A just put this one together to list the project team on a report and thought I'd share: displayname=Project Team listdelimiter= listmethod=nested(projectUsers).lists textmode=true type=iterate valueexpression=CONCAT({user}.{name}," - ",{user}.{role}.{name}) valueformat=HTML -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: "https://www.capabilitysource.com" www.capabilitysource.com email: "mailto:melinda.layten@capabilitysource.com" melinda.layten@capabilitysource.com<
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PollyCo
Level 9
February 27, 2017
This is very helpful information Melinda. Thanks!
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RobertGo
Level 3
February 27, 2017
Melinda, David, these collection list codes are great! Thanks you very much!
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Anonymous
March 6, 2017
Ever wanted to see the choices on your fields? Try this as a view column in your custom fields report, bonus points for adding a multi-choice field filter on Display Type displayname=Choices listdelimiter= listmethod=nested(parameterOptions).lists textmode=true type=iterate valueexpression=CONCAT({label}," - ",{value}) valueformat=HTML -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: "https://www.capabilitysource.com" www.capabilitysource.com email: "mailto:melinda.layten@capabilitysource.com" melinda.layten@capabilitysource.com&
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RobertGo
Level 3
March 6, 2017
Very useful Melinda. Thank you. Most of our custom field labels don't have values different from lables, so to reduce the visual clutter for us, I separated labels and values into 2 columns.
RhondaTjaden
RhondaTjaden
Level 2
May 11, 2017
David, Your notes about collections were very useful. I've been trying to put one together to collect hours on a project for a specific period (this year). It's not returning anything. Here's the text mode. Let me know if you have any ideas. Rhonda valueformat=HTML textmode=true type=iterate listdelimiter= displayname=2017 Hours listmethod=nested(hours).lists valueexpression=SUM{hours} hours:entryDate=2017-01-01T00:00:00:000 hours:entryDate_Mod=between hours:entryDate_Range=2017-12-31T00:00:00:000
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DavidCo3Author
Level 10
May 12, 2017
Hi Rhonda, One of the gurus may be able to help, but I don’t expect it is possible to filter and then SUM the hours returned via a collection. One thing to note also is that if you use ‘hours’ in your listmethod field, it will return Hours that have been logged directly on the project, as opposed to on Tasks. I think you would be better off writing an Hours report, which filters using your time criteria, and group it by project name (with a Sum set on the Hours field). However, I’m keen to hear if there are any pieces of wisdom out there that make it possible to do what you were originally trying to do! Cheers. David Cornwell PMO Quality Assurance Analyst M: +61 422 453 599 E: david.cornwell@pentanasolutions.com [ http://www.pentanasolutions.com/media/images/Pentana-Solutions-Sig.jpg] http://www.pentanasolutions.com/?utm_source=Emailsignature&utm_medium=Email&utm_campaign=EmailsignatureBrand [social] https://plus.google.com/b/102545672428646020884 [social] [social][social]https://au.linkedin.com/company/pentana-solutions>[social][social]http://www.pentanasolutions.com/?utm_source=ES&utm_medium=emailsig&utm_campaign=emailsiggeneral Pentana Solutions accepts no liability for the content of this email, or for the consequences of any actions taken on the basis of the information provided, unless that information is subsequently confirmed in writing. If you are not the intended recipient, you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited.
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