Text Mode in Views Using Collections

Resources

WFPro Text Mode Examples – More text mode in a Workfront-powered experience.
How to Add a Collection to a View – Learn how to add collections to a view or edit an existing view.

Topics

Done Statuses
Assignments & Roles
Custom Forms
Queue Topic Custom Forms
Issues Resolved
Milestone Tasks
Assigned Tasks
Groups/Teams/Job Roles
Predecessors
Successors
Hours
Time Off
Project Users
Current Task on Project
Documents
Custom Forms on Queue Topic
Approvals and Status
Show Document Folder
Multi-Select as Alphabetized List

Done Statuses (Issue or Task Object)

In an issue or task view, show the “Done With My Part” status.

displayname=Done Statuses
listdelimiter=
listmethod=nested(assignments).lists
textmode=true
type=iterate
valueexpression=CONCAT({assignedTo}.{name}," - ",IF({status}="DN","Done", IF({status}="AD","Working", IF({status}="AA","Requested"))))
valueformat=HTML

Assignments & Roles (Issue or Task Object)

In an issue or task view, show the assigned to names and the assignment job roles.

Assignment Name and Role

valueexpression=CONCAT({assignedTo}.{name}," - ",{role}.{name})
listdelimiter=
listmethod=nested(assignments).lists
valueformat=HTML
displayname=Assignment and Role
textmode=true
type=iterate

Assignment Name or Role and Week Days Elapsed

valueexpression=CONCAT(IF(ISBLANK({assignedTo}.{name}),{role}.{name},{assignedTo}.{name})," - ",CONCAT(ROUND(WEEKDAYDIFF({entryDate},$$NOW),0), " Days"))
listdelimiter=
listmethod=nested(assignments).lists
valueformat=HTML
displayname=Assignment and Weekdays to Now
textmode=true
type=iterate

Custom Forms (Any Object /w Custom Forms)

In a project, task, issue, etc. report, show the custom forms/categories attached to the object.

displayname=Custom Forms
listdelimiter=
listmethod=nested(objectCategories).lists
textmode=true
type=iterate
valueexpression={category}.{name}
valueformat=HTML

Queue Topic Custom Forms (Issue Object)

In an issue report, show the custom forms attached to the queue topic of the issue if one exists.

displayname=Queue Topic Custom Form(s)
linkedname=queueTopic
namekey=view.relatedcolumn
namekeyargkey.0=queueTopic
namekeyargkey.1=category.name
textmode=true
tile.name=component.objectcategories
valuefield=queueTopic:objectcategoriesNamesString
valueformat=HTML
viewalias=queueTopic:category.name

Issues Resolved (Project Object)

In a project report, show the issues that are resolved by the project.

As Issue Reference Number and Name

displayname=Objects Resolved
listmethod=nested(resolvables).lists
valueexpression=CONCAT({referenceNumber}," - ",{name})
listdelimiter=
textmode=true
type=iterate
valueformat=HTML

As Issue URL

displayname=Objects Resolved
listmethod=nested(resolvables).lists
valueexpression=CONCAT( "https://yourdomain.my.workfront.com","/","issue/view?ID=",{ID})
listdelimiter=
textmode=true
type=iterate
valueformat=HTML

Milestone Tasks (Project Object)

Show a milestone task in a project report with other details.

Specific Milestone ID

displayname=Milestone Status
listdelimiter=
listmethod=nested(tasks).lists
textmode=true
type=iterate
valueexpression=IF({milestone}.{ID}="5910db12345626acf45d9c98175612a",CONCAT({percentComplete},"%"," | ",{status}," | ",{plannedCompletionDate}),"")
valueformat=HTML

Active Milestone

valueexpression=IF(ISBLANK({milestoneID})=0,IF(ISBLANK({actualCompletionDate}),IF({canStart}=1,CONCAT({milestone}.{name}," "),"")))
listdelimiter=
listmethod=nested(tasks).lists
valueformat=HTML
displayname=Active Milestone
textmode=true
type=iterate

Assigned Tasks (Project Object)

Show all tasks assigned to a user in a project report.

valueexpression=IF(ISBLANK({assignedToID}),"",CONCAT({name}," - ",{assignedTo}.{name}))
listdelimiter=
listmethod=nested(tasks).lists
valueformat=HTML
displayname=Tasks &amp; Assignments
textmode=true 
type=iterate

Groups/Teams/Job Roles (User Object)

Show all groups, teams and/or job roles the user is a member of.

Groups

displayname=All Groups
link.linkproperty.0.name=ID
link.linkproperty.0.valuefield=ID
link.linkproperty.0.valueformat=int
link.lookup=link.view
link.value=val(objCode)
listdelimiter=
listmethod=nested(userGroups).lists
namekey=group.plural
textmode=true
type=iterate
valuefield=group:name
valueformat=HTML

Teams

displayname=All Teams
link.linkproperty.0.name=ID
link.linkproperty.0.valuefield=ID
link.linkproperty.0.valueformat=int
link.lookup=link.view
link.value=val(objCode)
listdelimiter=
listmethod=nested(teams).lists
namekey=team.plural
textmode=true
type=iterate
valuefield=name
valueformat=HTML

Job Roles

displayname=All Job Roles
link.linkproperty.0.name=ID
link.linkproperty.0.valuefield=ID
link.linkproperty.0.valueformat=int
link.lookup=link.view
link.value=val(objCode)
listdelimiter=
listmethod=nested(userRoles).lists
namekey=jobrole.plural
textmode=true
type=iterate
valuefield=role:name
valueformat=HTML

Predecessors (Task Object)

In a task report, show all tasks with predecessors and format the results.

Cross Project

displayname=Predecessor Project Name
listdelimiter=
listmethod=nested(predecessors).lists
textmode=true
type=iterate
valueexpression=IF({isCP}="true",{predecessor}.{project}.{name})
valueformat=HTML

Dependency: Set a filter on the task report to only show cross project predecessor tasks.

predecessors:isCP=true
predecessors:isCP_Mod=eq

Progress Status

valueexpression=IF({predecessor}.{progressStatus}="LT","Late",IF({predecessor}.{progressStatus}="ON","On Time",IF({predecessor}.{progressStatus}="BH","Behind",IF({predecessor}.{progressStatus}="RK","At Risk"))))
listdelimiter=
listmethod=nested(predecessors).lists
valueformat=HTML
displayname=Predecessor Progress Status
textmode=true
type=iterate

Assigned To

valueexpression=CONCAT({predecessor}.{assignedTo}.{name})
listdelimiter=
listmethod=nested(predecessors).lists
valueformat=HTML
displayname=Predecessor Assigned To
textmode=true
type=iterate

Successors (Task Object)

Show all successor tasks dependent on a task.

Native Fields

valueexpression={successor}.{name}
listdelimiter=
listmethod=nested(successors).lists
valueformat=HTML
displayname=Successors
textmode=true
type=iterate

Custom Data

valueexpression=CONCAT({successor}.{name}," – ",{successor}.{DE:Reference Document?})
listdelimiter=
<div>
listmethod=nested(successors).lists
valueformat=HTML
displayname=Successors w/ Custom Data
textmode=true
type=iterate

Hours (Any Object w/ Hours)

Show a list of all hour entries on the object.

valueexpression={hours}
listdelimiter=
listmethod=nested(hours).lists
valueformat=HTML
displayname=Hours
textmode=true
type=iterate

Time Off (User Object)

Display time off entries for future dates.

valueexpression=IF({startDate}&gt;$$NOW,CONCAT({startDate}," - ",{endDate}))
listdelimiter=
listmethod=nested(reservedTimes).lists
valueformat=HTML
displayname=Future Time Off
textmode=true
type=iterate

Project Users (Project Object)

Show project users, typically seen in the project’s staffing tab, in a project report.

All Users

listdelimiter=
valuefield=user:name
listmethod=nested(projectUsers).lists
valueformat=HTML
displayname=Project Users
textmode=true
type=iterate

Users w/ Specific Job Role

listdelimiter=
valueexpression=IF(CONTAINS("DPA - Digital Production Artist",{user}.{role}.{name}),{user}.{name})
listmethod=nested(projectUsers).lists
valueformat=HTML
displayname=Project Users (Specific Role)
textmode=true
type=iterate

Active Users w/ Specific Home Team

valueexpression=IF({user}.{homeTeamID}="55fb08c80022d734bd2bbd72085b46e1",IF({user}.{isActive}="true",{user}.{name}))
listdelimiter=
listmethod=nested(projectUsers).lists
valueformat=HTML
displayname=Project Users (Specific Team)
textmode=true
type=iterate

Current Task on Project (Project Object)

Show which task is currently being worked on in the project.

Name of Task

displayname=Current Task
listdelimiter=
listmethod=nested(tasks).lists
textmode=true
type=iterate
valueexpression=IF({numberOfChildren}=0,IF({canStart},IF(CONTAINS("CPL",{status}),"",CONCAT({name},"    "))))
valueformat=HTML

Name of Task & Planned Completion Date

valueexpression=IF({numberOfChildren}=0,IF({canStart},IF(CONTAINS("CPL",{status}),"",CONCAT({name},"  - ",{plannedCompletionDate}))))
listdelimiter=
listmethod=nested(tasks).lists
valueformat=HTML
displayname=Current Task
textmode=true
type=iterate

Documents (Project Object)

Present documents as clickable URLs rendered by the browser.

valueexpression=CONCAT({name}," - https://yourdomain.my.workfront.com/document/view?ID=",{ID})
listdelimiter=
listmethod=nested(documents).lists
valueformat=HTML
displayname=Documents
textmode=true
type=iterate

View and Reorder Custom Forms (Queue Topic Object)

In a queue topic report, render all custom forms attached to the queue topic. By selecting a record, custom forms can be reordered.

displayname=Reorder Forms
linkedname=direct
namekey=category.name
tile.name=component.objectcategories
valuefield=objectcategoriesNamesString
valueformat=HTML
viewalias=category.name

Approvals and Status (Project/Task/Issue Object)

In a project report, show all approvers and statuses.

 displayname=Approval Status
listmethod=nested(approverStatuses).lists
textmode=true
type=iterate
valueexpression=IF({status}="NA","Not Available",IF({status}="AA","Awaiting Approval",IF({status}="AD","Approved",IF({status}="RJ","Rejected"))))
valueformat=HTML

Show Document Folder (Document Object)

In a document report, show the folder(s) the document is in.

 displayname=Approval Status
displayname=Folders
listdelimiter=
listmethod=nested(Folders).lists
textmode=true
type=iterate
valueexpression={name}
valueformat=HTML

Multi-Select Field as Alphabetical List (Any Object)

Show the values of a multi-select custom field (Drop menu, radio, checkbox) in an alphabetized list.

 
valueexpression=REPLACE({DE:Request Type},",","\u000A")
linkedname=direct
valueformat=HTML
displayname=Request Type
namekey=Request Type
textmode=true

7 thoughts on “Text Mode in Views Using Collections”

Tim Blausey says:

May 22, 2019 at 2:24 pm

This is great! I’m noticing that users with specific job role code section is adding additional comma’s before and after the user name. I’m unable to use the replace expression to get rid of them too. Any idea what is going on?

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1. Narayan Raum says:
  
  May 22, 2019 at 4:24 pm
  
  Have you tried using < div > as the list delimiter?
  
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Trish Sparkman says:

May 24, 2019 at 6:04 pm

First, let me say how much I love your site — you provide a lot of extremely valuable information! Thank you!

I’m trying to use the “Approvals and Status (Project/Task/Issue Object)” method listed above in a Task Report. It is correctly showing the statuses, but does not list the approver names. Am I doing something wrong? Or is this not intended to show who approved?

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Adina Pierce says:

July 10, 2019 at 11:42 am

Is it possible to do calculations on collections? For example, I’m trying to display the average percentage complete of the cross-project predecessors. I tried valueexpression=AVG({predecessor}.{percentComplete})

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1. Narayan Raum says:
  
  July 10, 2019 at 8:36 pm
  
  I don’t think it’s possible Adina.
  
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Samuel Chapman says:

May 28, 2020 at 12:23 pm

Hi, I really appreciate what you are putting on this site! I am trying to show a link to an originating issue converted to a project from a task report. Is that possible?

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1. Narayan Raum says:
  
  May 28, 2020 at 6:41 pm
  
  Hi Sam, glad you like the site! Unfortunately I was unable to get this to work. I believe the only way you would be able to do this is to first calculate the entire issue’s URL on the issue custom form in a calculated field. Once captured, you could then transfer that value to the converted project by ensuring a matching field exists on the project form. From there, you’d have a URL that you could render in the task report. It would require some work, but is possible I think.
  
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