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Grouping: edit the display name in a grouping

Last update: Wed Oct 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can rename groupings to something more familiar to your users.

For example, when you apply the standard Portfolio Name grouping to a list of projects, the name of the grouping appears as Portfolio: Name: <name of portfolio>.

You can modify this grouping using text mode to display a name that is easier to read.

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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۶Ƶ Workfront plan Any
۶Ƶ 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.

Edit the display name in a grouping

To change the display name in a project grouping:

  1. Go to a list of projects.

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

  3. Click Add grouping, and start typing “Portfolio Name” in the Group by: field, then select it when it displays in the list.

  4. Click Switch to Text Mode.

  5. Do one of following:

    • Add the following code to the existing text available in the Group your Report box:

      group.0.displayname=Your Value

      For example, add the following code to change the display name to “Portfolio”:

      group.0.displayname=Portfolio

    • Remove all the lines in the text mode interface of the grouping that have the word “name” in them, then add the line:

      group.0.name=Your Value

      For example, add the following code to change the display name to “Portfolio”:

      group.0.name=Portfolio

      note tip
      TIP
      You can also leave the group.0.name= and the group.0.displayname= lines blank, in which case the grouping shows the value you are grouping by.

  6. Click Done, then Save Grouping.

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

    The default name for the grouping is modified according to your text mode information.

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