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BenettaPe
Level 9
November 4, 2020
Solved

How to group by a custom field?

  • November 4, 2020
  • 1 reply
  • 1446 views

I created a custom field (New Client Setup). It is a multi-value field.

In a project report, I can filter by it, but when I go to the grouping, it is not displayed as an option.

How can I group by a custom field in a project or a task report - I will try to make either work.

Please point me to a post, if this is already answered or article or video.

Thanks,

    Best answer by Richard_Le_

    Hi Benetta,

    From your screen shot it looks like you are using the 'New Client Setup' field from a project based custom form as one of the columns, but you are using the 'New Client Setup' field from a task based custom form for the grouping.

    If you want to group by the project based New Client Setup field within a task report, you will need to change the text mode code to the below:

    group.0.displayname=New Client Setup

    group.0.valueexpression={project}.{DE:New Client Setup}

    group.0.valueformat=HTML

    textmode=true

    Let me know if this works for you or not.

    Best Regards,

    Rich.

    1 reply

    R
    Community Advisor
    Richard_Le_Community Advisor
    Community Advisor
    November 4, 2020

    Hi Benetta,

    When you group by a multi-select type custom field, you have to use text mode. To add a text mode grouping, go to the groups area of the report builder and add the following code. You will then be able to group your data in the report view by your multi select field

    group.0.displayname=New Client Setup

    group.0.valueexpression={DE:New Client Setup}

    group.0.valueformat=HTML

    textmode=true

    However if you also want to use this grouping within a chart, you will also need to create a calculated custom field that references your New Client Setup multi select field field. Take a look at this article on Workfront One here for more information.

    Let me know if you have any questions or need any more help.

    Best Regards,

    Rich

      B
      BenettaPeAuthor
      Level 9
      November 4, 2020

      Rich,

      Why is it grouping but showing no value - as you can see there is a value in the field - am I missing additional text mode statements?

      I'm getting closer - thanks for your help in this matter.

      R
      Community Advisor
      Richard_Le_Community AdvisorAccepted solution
      Community Advisor
      November 4, 2020

      Hi Benetta,

      From your screen shot it looks like you are using the 'New Client Setup' field from a project based custom form as one of the columns, but you are using the 'New Client Setup' field from a task based custom form for the grouping.

      If you want to group by the project based New Client Setup field within a task report, you will need to change the text mode code to the below:

      group.0.displayname=New Client Setup

      group.0.valueexpression={project}.{DE:New Client Setup}

      group.0.valueformat=HTML

      textmode=true

      Let me know if this works for you or not.

      Best Regards,

      Rich.

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