Think Like A Workfront Admin: Creating Reports Like a Pro | Advanced Grouping Part 3

Think Like A Workfront Admin: Creating Reports Like a Pro | Advanced Grouping Part 3

The “My Tasks Due This Week Report” will impress all of your work license users now that you’ve leveraged advanced Views and Groupings. The benefits of adding advanced Groupings to reports and object lists are:

  • An Admin can group data in ways that aren’t native in the standard user interface
    • Our grouping uses an advanced valueexpression to categorize each task rather than leveraging a task field
  • An Admin can control how the grouping displays to your users
    • Our grouping categorizes each task as either LATE, ON TIME, UPCOMING depending on the day of the week and the task’s planned completion date
  • An Admin can enhance the user experience by creating dynamic advanced groupings
    • Our advanced grouping updates day by day and recategorizes each task using an advanced calculation

 

Before I share the Task and Assignment text mode code, it is important to note that you cannot create a chart using advanced Groupings or Views. Charts must use either native object fields or custom fields.

The text mode code for both Task and Assignment reports is found below:

Task Report Advanced Grouping Text Mode:

 

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textmode=true
group.o.valueexpression=IF(DAYOFWEEK({plannedCompletionDate})
<DAYOFWEEK(DATE($$TODAY)),”LATE”,IF(DAYOFWEEK({plannedCompletionDate})=DAYOFWEEK(DATE($$TODAY)),”ON
TIME”,IF(DAYOFWEEK({plannedCompletionDate})>DAYOFWEEK(DATE($$TODAY)),”UPCOMING”,”N/A”)))
group.0.valueformat=HTML

 

Assignment Report Advanced Grouping Text Mode:

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group.0.valueexpression=IF(DAYOFWEEK({task}.{plannedCompletionDate})
<DAYOFWEEK(DATE($$TODAY)),”LATE”,IF(DAYOFWEEK({task}.
{plannedCompletionDate})=DAYOFWEEK(DATE($$TODAY)),”ON
TIME”,IF(DAYOFWEEK({task}.
{plannedCompletionDate})>DAYOFWEEK(DATE($$TODAY)),”UPCOMING”,”N/A”)))
group.0.valueformat=HTML
textmode=true

 

I forgot to explain in the “Create Reports Like a Pro! Advanced Views Part III” blog the differences between the Task and Assignment report syntax. If you review the Task object within the API Explorer, you’ll notice that an Assignment is both a referenced and collected object to the Task object. If you create an Assignment report and you need to reference the task object in your text mode, you need to first specify the task object and then the field. For example, in the code above, when I reference the plannedCompletionDate, I preface the field with {task}. This tells Workfront that I am calling the Task object’s planned completion date value. Therefore, whenever you create an object report that references a connecting object, add the object enclosed by curly brackets first, followed by a period, and then the referenced object’s field enclosed by curly brackets.

Next up, you will learn how to build advanced Filters to help find the exact information you are looking for.

Andrew Koprowski
akoprowski@leappoint.com

I am a certified Workfront Partner (and systems administrator at heart) that works with IT PMOs and Marketing teams to successfully configure and implement Workfront. My goal for every implementation is to drive meaningful and lasting change. I believe that in order to successfully implement Workfront, organizations need more than enthusiasm and executive support. Organizations need to configure and structure Workfront for short-term success and long-term expansion.

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