Create groupings in ÃÛ¶¹ÊÓƵ Workfront
The results of a report or a list can be organized with a grouping. Groupings categorize information based on a particular piece of information.
You can create a custom grouping from scratch or customize an existing grouping. Follow the steps below to create a grouping from scratch.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan* | Any |
| ÃÛ¶¹ÊÓƵ Workfront license* |
New:
Current:
|
| Access level configurations* |
Edit access to Filters, Views, Groupings Edit access to Reports, Dashboards, Calendars to create a grouping in a report |
| Object permissions | Manage permissions to a report to edit a grouping in a report |
*For information, see Access requirements in Workfront documentation.
Create a grouping
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Go to the report or the list where you want to create your custom grouping.
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Click the Grouping icon .
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Click + New Grouping.
The interface builder for creating the grouping launches. -
In the Grouping Preview area, click Add Grouping to define how you want information in the report to be organized. A preview of what the grouping looks like in the report is shown below.
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Begin typing the name of the field that represents the way that you want to organize information in the report, then click it when it appears in the drop-down list.
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(Optional and conditional) When building a grouping in an updated list, select Collapse this grouping by default if you want the results in the grouping to display collapsed rather than expanded. This setting is disabled by default and the results of the grouping always display in the expanded list.
For information about updated and legacy lists, see the section The difference between the updated and the legacy lists in the article Get started with lists in ÃÛ¶¹ÊÓƵ Workfront.
note tip TIP - When you manually adjust groupings when viewing a list, Workfront remembers your manual preference until you log out. When you log back in, the list displays according to this setting.
- The results of a grouping always display expanded after accessing them from a chart element or in a legacy list. In these cases, this setting is ignored.
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Repeat Steps 4, 5, and 6 to define additional groupings.
You can define up to three groupings for organizing information. You can further organize your information with up to four groupings by creating a matrix report. For more information on matrix reports, see Create a matrix report. -
Click Save Grouping.
Additional information
See also: