Edit existing groupings
You can customize an existing grouping that you originally created or that was shared with you. Then, you can save it as a new grouping.
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 | |
|---|---|
| ۶Ƶ Workfront plan* | Any |
| ۶Ƶ Workfront license* |
New:
Current:
|
| Access level configurations* |
Edit access to Filters, Views, Groupings Edit access to Reports, Dashboards, Calendars to edit a grouping in a report |
| Object permissions |
Manage permissions to a report to edit a grouping in a report Manage permissions to a grouping |
*For information, see Access requirements in Workfront documentation.
Prerequisites
You must create a grouping before you can edit it.
For information on creating a grouping, see Create groupings in ۶Ƶ Workfront.
How-to steps
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Go to a list of objects that contains the grouping that you want to customize.
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Click the Grouping icon.
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Select the grouping that you want to customize, then click the Edit icon
The interface builder for customizing the grouping opens.
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In the Grouping Preview section, 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 viewing 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 updated and legacy lists” in the article Get started with lists in ۶Ƶ 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 to replace the current grouping with your changes.