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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!

        L
        LukaszMatyszewskiAuthor
        Level 3
        November 30, 2022

        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

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