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LukaszMatyszewski
Level 3
November 29, 2022
Solved

Home Team Name Grouping

  • November 29, 2022
  • 2 replies
  • 3693 views

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

    Best answer by FemkeCr

    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!

    2 replies

    F
    FemkeCrAccepted solution
    Level 4
    November 29, 2022

    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!
      L
      LukaszMatyszewskiAuthor
      Level 3
      November 30, 2022

      Hi Femke

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

      Thanks

      Lukasz

      S
      SuzyF
      Level 2
      November 29, 2022

      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
      dustlmar
      Level 2
      November 29, 2022

      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-id-numbers-to-names-in-reports-MC57RG3QT2CRAGVH2BUV3BBDNERE

       

      Good luck Lukasz!

        Madalyn_Destafney
        Community Advisor
        Madalyn_DestafneyCommunity Advisor
        Community Advisor
        June 9, 2023

        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!


        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...

        If this helped you, please mark correct to help others : )
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