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Text Mode - ObjectID to ObjectName

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Level 2

Is there a way in groupings, columns, filters, via text mode to change ObjectID to ObjectName? 

 

ie: PortfolioID to PortfolioName when Portfolio Name isn't one of the options to select, but Portfolio ID is an option? 

2 Replies

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Level 4

This is something I do all the time in reports and I use text mode to change the column. I haven't tried to make these types of updates for the Grouping or Filters though. Here is an example for an Issue report where you want to pull the Portfolio name of the resolving project.

 

Original text mode for Resolve Project:Portfolio ID

 

valuefield=resolveProject:portfolioID
querysort=resolveProject:portfolioID
valueformat=HTML
displayname=
linkedname=resolveProject
namekey=view.relatedcolumn
namekeyargkey.0=resolveProject
namekeyargkey.1=portfolioID

 

Updated text mode (changes in bold)

valuefield=resolveProject:portfolio:name     <- Removed the "ID"
querysort=resolveProject:portfolio:name     <- Removed the "ID"
valueformat=HTML
displayname=
linkedname=resolveProject
namekey=view.relatedcolumn
namekeyargkey.0=resolveProject
namekeyargkey.1=portfolio     <- Removed the "ID"

namekeyargkey.2=name

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Level 10

I just wish that Workfront:

 

  1. Was more consistent whether to default to ID or name (hint: name!).
  2. At least had a little toggle or UI element to switch from ID to Name so we didn't have to dive into Text Mode every single time.