Home Team Name Grouping

[LukaszMatyszewski]

Dear All,

I have report that sums up notes made over time and would like to see it sum up by Owner Home Team Name. Home Team ID is the only option available for grouping. Does anyone know if this is possible? Obviously Id like the simple chart to work with text mode Team Name Grouping.

Kind regards,

Lukasz

[Femke_Crijns · Accepted solution]

Hi, 

This is why we have a User custom form attached to each user with calculated fields, such as "Home Team Name" and "Home Group Name".

See the calculations below for these fields.

{homeTeam}.{name}

{homeGroup}.{name}

When the custom form is attached to each user, you can start using these fields for groupings in lists, reports, and charts.

Good luck!

[LukaszMatyszewski]

Hi Femke

Do you mean the user form needs to include a dropdown with list of teams?

Thanks

Lukasz

[SuzyF]

Hello!

Switch to text mode and there will be a few Home Team IDS.  In each, backspace over "ID" and add ":name", that's colon, lower case name.  That will witch the long id out for the name.

[dustlmar]

Suzy, you're spot on!

Here's the official message from Adobe Workfront in the form of a Blog post:

https://workfrontpartners.force.com/one/s/newblogs/workfront-wednesday-did-you-know-you-can-change-i...

Good luck Lukasz!

[LukaszMatyszewski]

Hi All,

I tried text mode before but without success

Text mode works for details tab but not for the chart and I cant figure why. I wanted to have record count broken by the team name.

My current text mode setup is:

Report Type: Note

Column setup:

displayname=Owner Home Team
linkedname=direct
namekey=owner:homeTeam:name
querysort=owner:homeTeam:name
textmode=true
valuefield=owner:homeTeam:name
valueformat=HTML

Groupings setup:

textmode=true
group.0.namekeyargkey.0=owner
group.0.namekeyargkey.1=homeTeam
group.0.namekeyargkey.2=name
group.0.valuefield=owner:homeTeam:name
group.0.iscollapsed=true
group.0.valueformat=string
group.0.namekey=view.relatedcolumn
group.0.linkedname=owner

Ill try to check on Femke solution but would prefer to avoid adding a calculated field for something which already exist in the system. Any clues will be appreciated.

Thanks!

Lukasz

[dustlmar]

Hey Lukasz,

Ahh, that makes more sense for what you want to do.

Text mode in a grouping does not translate over to the chart. The chart object in Workfront uses fields only, it can't utilize the text mode.

The best option would be to create a user custom form with a calculated field that shows the user's home group name, then use that field for your grouping, and you'll be able to use it in your chart.

The calculated field should be pretty simple, with the calculation being something like '{homeGroup}.{name}' if I recall it correctly.

Good luck!

[LukaszMatyszewski]

Tried this and it works perfectly!

Thanks Everyone

[Madalyn_Destafney]

Hi there, hoping you'd be able to help me on this one that's similar...I have a task report that I wanted grouped by the project owner's home group name. Why won't this work? 
group.0.linkedname=projectOwnerMM
group.0.namekey=view.relatedcolumn
group.0.namekeyargkey.0=projectOwnerMM
group.0.namekeyargkey.1=homeGroup:name
group.0.valuefield=projectOwnerMM:homeGroup:name
group.0.valueformat=string
textmode=true

I get just the project owner name...

[LukaszMa]

Hi Madalyn

If it cant be solved by alterring text mode (sorry I havent got a solution on hand) you can create a calculated field on your user form to pull home group name value, than you will have the option to group your report as required.

The calculated field expression would be:

{homeGroup}.{name}

[Madalyn_Destafney]

Hi there, yes I saw this in this thread but was curious if there was an easier text mode option, any other team I change ID to :name in text mode it works, am curious why it's not working for project owner home team name.

[LukaszMa]

Hi Madalyn

Please try the below. I havent been able to test it for accuracy of returned data

group.0.iscollapsed=true
group.0.linkedname=projectOwner
group.0.namekey=view.relatedcolumn
group.0.namekeyargkey.0=project
group.0.namekeyargkey.1=owner
group.0.namekeyargkey.2=homeGroup
group.0.namekeyargkey.3=name
group.0.valuefield=project:owner:homeGroup:name
group.0.valueformat=string
textmode=true

[LukaszMa]

And sorry for the numerous edits, I'm on my first coffee today!

[Madalyn_Destafney]

That got it there, thanks! I made a slight tweak so groupings come out cleaner, landed on this:
group.0.iscollapsed=true
group.0.linkedname=projectOwner
group.0.name=Project Owner Home Group
group.0.namekeyargkey.0=project
group.0.namekeyargkey.1=owner
group.0.namekeyargkey.2=homeGroup
group.0.namekeyargkey.3=name
group.0.valuefield=project:owner:homeGroup:name
group.0.valueformat=string
textmode=true