Classic vs. NWE: User Report + Environment + Layout Template | Community
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KevinQu1
Level 10
May 21, 2021
Solved

Classic vs. NWE: User Report + Environment + Layout Template

  • May 21, 2021
  • 4 replies
  • 1355 views

As we move from Classic to NWE, trying to get our User reports to help us, but having issues:

  1. How do I get a column that tells me if the user's account is set for Classic or NWE?
  2. How do I get a column that shows a user's layout template regardless of whether they are in Classic vs. NWE? "layoutTemplate:name" doesn't seem to work if the user is in NWE with one layout template, but was in a different one in Classic first.
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    Best answer by RandyRoberts

    I have a pretty comprehensive User Report regarding UI and layout.

    Screenshot and text mode below:

    displayname=Classic Layout

    linkedname=layoutTemplate

    namekey=view.relatedcolumn

    namekeyargkey.0=layoutTemplate

    namekeyargkey.1=name

    querysort=layoutTemplate:name

    textmode=true

    valuefield=layoutTemplate:name

    valueformat=HTML

    displayname=Classic Layout Applied by

    textmode=true

    valueexpression=IF(!ISBLANK({layoutTemplateID}),"User Profile",IF(ISBLANK({layoutTemplateID})&&!ISBLANK({role}.{layoutTemplateID}),"Primary Role",IF(ISBLANK({layoutTemplateID})&&ISBLANK({role}.{layoutTemplateID})&&!ISBLANK({homeTeam}.{layoutTemplateID}),"Home Team",IF(ISBLANK({layoutTemplateID})&&ISBLANK({role}.{layoutTemplateID})&&ISBLANK({homeTeam}.{layoutTemplateID})&&!ISBLANK({homeGroup}.{layoutTemplateID}),"Home Group"))))

    valueformat=HTML

    displayname=NWE

    image.case.0.comparison.icon=true

    image.case.0.comparison.leftmethod=hasQuicksilver

    image.case.0.comparison.lefttext=hasQuicksilver

    image.case.0.comparison.operator=eq

    image.case.0.comparison.operatortype=boolean

    image.case.0.comparison.righttext=true

    image.case.0.comparison.truetext=/static/img/r15/icons/casebuilder/light_green.gif

    image.case.1.comparison.icon=true

    image.case.1.comparison.leftmethod=hasQuicksilver

    image.case.1.comparison.lefttext=hasQuicksilver

    image.case.1.comparison.operator=eq

    image.case.1.comparison.operatortype=boolean

    image.case.1.comparison.righttext=false

    image.case.1.comparison.truetext=/static/img/r15/icons/casebuilder/light_red.gif

    querysort=hasQuicksilver

    textmode=true

    usewidths=true

    valuefield=hasQuicksilver

    valueformat=booleanMessage

    width=50

    UI | NWE Layout

    Select effectiveUITemplate >> Name

    displayname=NWE Layout Applied by

    textmode=true

    valueexpression=IF(!ISBLANK({uiTemplate}),"User Profile",IF(ISBLANK({uiTemplate})&&!ISBLANK({role}.{uiTemplate}),"Primary Role",IF(ISBLANK({uiTemplate})&&ISBLANK({role}.{uiTemplate})&&!ISBLANK({homeTeam}.{uiTemplate}),"Home Team",IF(ISBLANK({uiTemplate})&&ISBLANK({role}.{uiTemplate})&&ISBLANK({homeTeam}.{uiTemplate})&&!ISBLANK({homeGroup}.{uiTemplate}),"Home Group"))))

    valueformat=HTML

    4 replies

    skyehansen
    Community Advisor
    skyehansenCommunity Advisor
    Community Advisor
    May 21, 2021

    I asked a similar question to Support last year (why is my layout template report showing differently depending on whether I am in NWE v Classic) and the answer at that time was that there's no way to run a report that shows layout templates from both experiences at the same time.

    skyehansen
    Community Advisor
    skyehansenCommunity Advisor
    Community Advisor
    May 21, 2021

    PS: https://one.workfront.com/s/question/0D54X00006YLISaSAP/list-of-users-on-new-experience

    RandyRoberts
    Community Advisor
    RandyRobertsCommunity AdvisorAccepted solution
    Community Advisor
    May 21, 2021

    I have a pretty comprehensive User Report regarding UI and layout.

    Screenshot and text mode below:

    displayname=Classic Layout

    linkedname=layoutTemplate

    namekey=view.relatedcolumn

    namekeyargkey.0=layoutTemplate

    namekeyargkey.1=name

    querysort=layoutTemplate:name

    textmode=true

    valuefield=layoutTemplate:name

    valueformat=HTML

    displayname=Classic Layout Applied by

    textmode=true

    valueexpression=IF(!ISBLANK({layoutTemplateID}),"User Profile",IF(ISBLANK({layoutTemplateID})&&!ISBLANK({role}.{layoutTemplateID}),"Primary Role",IF(ISBLANK({layoutTemplateID})&&ISBLANK({role}.{layoutTemplateID})&&!ISBLANK({homeTeam}.{layoutTemplateID}),"Home Team",IF(ISBLANK({layoutTemplateID})&&ISBLANK({role}.{layoutTemplateID})&&ISBLANK({homeTeam}.{layoutTemplateID})&&!ISBLANK({homeGroup}.{layoutTemplateID}),"Home Group"))))

    valueformat=HTML

    displayname=NWE

    image.case.0.comparison.icon=true

    image.case.0.comparison.leftmethod=hasQuicksilver

    image.case.0.comparison.lefttext=hasQuicksilver

    image.case.0.comparison.operator=eq

    image.case.0.comparison.operatortype=boolean

    image.case.0.comparison.righttext=true

    image.case.0.comparison.truetext=/static/img/r15/icons/casebuilder/light_green.gif

    image.case.1.comparison.icon=true

    image.case.1.comparison.leftmethod=hasQuicksilver

    image.case.1.comparison.lefttext=hasQuicksilver

    image.case.1.comparison.operator=eq

    image.case.1.comparison.operatortype=boolean

    image.case.1.comparison.righttext=false

    image.case.1.comparison.truetext=/static/img/r15/icons/casebuilder/light_red.gif

    querysort=hasQuicksilver

    textmode=true

    usewidths=true

    valuefield=hasQuicksilver

    valueformat=booleanMessage

    width=50

    UI | NWE Layout

    Select effectiveUITemplate >> Name

    displayname=NWE Layout Applied by

    textmode=true

    valueexpression=IF(!ISBLANK({uiTemplate}),"User Profile",IF(ISBLANK({uiTemplate})&&!ISBLANK({role}.{uiTemplate}),"Primary Role",IF(ISBLANK({uiTemplate})&&ISBLANK({role}.{uiTemplate})&&!ISBLANK({homeTeam}.{uiTemplate}),"Home Team",IF(ISBLANK({uiTemplate})&&ISBLANK({role}.{uiTemplate})&&ISBLANK({homeTeam}.{uiTemplate})&&!ISBLANK({homeGroup}.{uiTemplate}),"Home Group"))))

    valueformat=HTML

      K
      KevinQu1Author
      Level 10
      May 24, 2021

      Just…wow. And thank you!

        C
        CatherineKe
        Level 5
        October 21, 2021

        @Randy Roberts‚ I love your report so much! Thank you for sharing it.

        I'm not getting any information to show in the NWE Layout template column, though.

        • Some users that are in NWE have the Classic Layout name showing (in the Classic Layout column)
        • Other users that are in NWE don't show anything in the Classic Layout column, or in the NWE Layout column

        Any idea on what I’m missing? Perhaps I need to assign users to the layout templates differently?

        I will mention that all of my NWE layout templates were migrated from classic.

        Thank you, Cathy

        RandyRoberts
        Community Advisor
        RandyRobertsCommunity Advisor
        Community Advisor
        October 21, 2021

        I have some of that going on as well. It has something to do with (some of) the Classic layouts are inaccessible in NWE. If the user is viewing a layout made in Classic (even if it's viewable in NWE), it won't show in that column. And of course some users may not have a layout at all. I don't fully understand the how's or why's but when you go fully NWE, it will resolve itself. Maybe someone knows more about it and can chime in here.

        I think for that first one, if you go assign an NWE layout to that persons role, it will show up.

        There is a hierarchy in the way layouts are handed out. User takes precedence over role, which takes precedence over team, which takes precedence over group.

        I have assigned a general layout to all groups. Then I assign Role based layouts to all roles, (this trumps groups), then if certain users need certain things I will assign a user layout (which trumps roles, teams and groups). I pretty much ignore team layouts, but you don't have to. I prefer users have role based layouts so all Client Services see the same thing, as do creatives, editors, etc.

        Doing it this way ensures all users at least have a layout.

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