Grouping Name Display in a Dashboard | Community
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Level 2
July 6, 2023
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Grouping Name Display in a Dashboard

  • July 6, 2023
  • 1 reply
  • 1330 views

My Dashboard shows a summary of the oldest request received. The way we have our assigned to field set up is using a custom form with a "Home Group Name". When using this field as a grouping to display the oldest date, the name is very messy and does not look professional. Is there any way to update the Grouping in Text Mode to show this cleaner. I'm attaching a screenshot so you can see what it looks like in my dashboard. Thank you in advance!

 

Below is my text mode for the Grouping.

group.0.linkedname=assignedTo
group.0.namekey=view.relatedcolumn
group.0.valuefield=assignedTo:PNO | Home Group Name
group.0.namekeyargkey.0=assignedTo
group.0.namekeyargkey.1=PNO | Home Group Name
group.0.iscollapsed=true
group.0.valueformat=customDataLabelsAsString
textmode=true

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Best answer by Madalyn_Destafney

Change this line of your text mode:

group.0.namekey=view.relatedcolumn

 

to this:

group.0.name=

This will have just the result as the group name. If you want it to show Group: [result] then put:

group.0.name=Group

If you found this helpful, please mark correct to help others 😃

1 reply

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity AdvisorAccepted solution
Community Advisor
July 6, 2023

Change this line of your text mode:

group.0.namekey=view.relatedcolumn

 

to this:

group.0.name=

This will have just the result as the group name. If you want it to show Group: [result] then put:

group.0.name=Group

If you found this helpful, please mark correct to help others 😃

If this helped you, please mark correct to help others : )
PaulaB02Author
Level 2
July 6, 2023

Awesome! That worked perfect! Thank you so much!

PaulaB02Author
Level 2
July 6, 2023

No problem! I change the group name like that in basically all reports, game changer in the readability of reports!


Absolutely, I made the same change to all of the other reports in my dashboard. They look so much better.