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LukaszMatyszewski
Level 3
November 29, 2022
Solved

Home Team Name Grouping

  • November 29, 2022
  • 2 replies
  • 3701 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

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    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!

          L
          LukaszMa
          Level 3
          June 14, 2023

          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


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

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