
Resources
- WFPro Text Mode Examples – More text mode in a Workfront-powered experience.
Topics
- Collections Fundamentals
- Filter Using Collections
- Indent Number
- Comparing Fields
- Pending Approval
- Pending My Approval
- Multiple Filter Rules
Collection Fundamentals (Filter)
A collection is a list of objects that are linked to another object. View Workfront’s help article about collections in a report for more about collections. The following procedure explains how collections are added to a filter or a report.
- View the API Explorer at https://developers.workfront.com/api-docs/api-explorer/
- Find the object you want to get the list of items relating to (project, task, issue, user etc).
- Click on the Collections tab.
- Click on the data type you want.
- Copy the API Key into the OBJECT text below:
- Click on the URL to the collection object and click on the field you want and copy the API Key in the FIELD text below.
- Select a modifier and copy into the MODIFIER text below. See modifiers here.
- Add the appropriate VALUE to the text below.
OBJECT:FIELD=VALUE OBJECT:FIELD_Mod=MODIFIER
Filter Using Collections (Any Object w/ Custom Forms)
In a project, task, issue, etc. report, return records based on collection filters.
Specific Custom Forms (Tab Separate for Additional Forms)
objectCategories:categoryID=57d824c3008d6bacae266b9ced8043d9 588b5be100329eb0826ca868a2b40e1f objectCategories:categoryID_Mod=in

Templates With User in People Tab
templateUsers:userID=55e43af9004259899f1d7b274716e103 templateUsers:userID_Mod=in
Indent Number (Task)
Filter tasks by the indent number in the hierarchy. (Standard Mode-Compatible)
Top Level Tasks Only
indent=0 indent_Mod=eq
2nd Level Tasks Only
indent=1 indent_Mod=eq

Comparing Fields
Examples of comparing two fields in a filter to determine results.
Native Fields: Planned Completion Date < Projected Completion Date
plannedCompletionDate=FIELD:projectedCompletionDate plannedCompletionDate_Mod=lt
Custom Fields: Purchased > Used
DE:Purchased=FIELD:DE:Used DE:Purchased_Mod=gt
Pending Approval
Show the records in a status that are pending approval by appending :A to the status code.
Single Status of Complete
status=CPL:A status_Mod=in
Multiple Tab-Separated Statuses (Complete, In Progress)
status=CPL:A INP:A status_Mod=in
Pending My Approval
In a task or issue report, show all results pending my approval due to:
My User ID
awaitingApprovalStepApproversMM:userID=$$USER.ID awaitingApprovalStepApproversMM:userID_Mod=in
My Primary Job Role
awaitingApprovalStepApproversMM:roleID=$$USER.roleID awaitingApprovalStepApproversMM:roleID_Mod=in
One of My Team(s)
awaitingApprovalStepApproversMM:teamID=$$USER.teamIDs awaitingApprovalStepApproversMM:teamID_Mod=in
Approver being Project Owner (Wildcard) and I’m the Owner
awaitingApprovalStepApproversMM:wildCard=$$PROJECT_OWNER awaitingApprovalStepApproversMM:wildCard_Mod=in projectOwnerID=$$USER.ID projectOwnerID_Mod=in
Approver being Project Sponsor (Wildcard) and I’m the Sponsor
awaitingApprovalStepApproversMM:wildCard=$$PROJECT_SPONSOR awaitingApprovalStepApproversMM:wildCard_Mod=in projectSponsorID=$$USER.ID projectSponsorID_Mod=in
Approver is Assigned to Manager (Wildcard) and I’m the Manager
awaitingApprovalStepApproversMM:wildCard=$$MANAGER awaitingApprovalStepApproversMM:wildCard_Mod=in assignedTo:managerID=$$USER.ID assignedTo:managerID_Mod=in
Multiple Filter Rules
<field>_Mod=notblank AND:1:<field>=<value> AND:1:<field>_Mod=notin