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Grouping: organize list results by a calculated value common to all objects in the grouping

Last update: Mon Oct 28 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You might want to view your tasks grouped by Percent Complete in ranges of 0-25, 26-50, 51-75, 75-99, and 100. You can create a grouping using text mode to do this.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ Workfront license*

New:

  • Contributor to modify a filter

  • Standard to modify a report

Current:

  • Request to modify a filter

  • Plan to modify a report
Access level configurations

Edit access to Reports, Dashboards, Calendars to modify a report

Edit access to Filters, Views, Groupings to modify a filter
Object permissions Manage permissions to a report

*For information, see Access requirements in Workfront documentation.

Organize list results by a calculated value common to all objects in the grouping

To apply this grouping to a list of tasks:

  1. Go to a list of tasks.

  2. From the Grouping drop-down menu, select New Grouping.

  3. Click Switch to Text Mode.

  4. In the available space, add the following code:

    code language-none 
    textmode=true
group.0.valueexpression=IF({percentComplete}>=0&&{percentComplete}<=25,'0-25%',IF({percentComplete}>25&&{percentComplete}<=50,'26-50%',IF({percentComplete}>50&&{percentComplete}<=75,'51-75%',IF({percentComplete}>75&&{percentComplete}<=100,'76-100%',''))))
group.0.linkedname=direct
group.0.valueformat=doubleAsString
group.0.namekey=percentComplete

  5. Click Done, then Save Grouping.

  6. (Optional) Update the grouping name, then click Save Grouping.

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