Text Mode in Views

views-collage

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Topics

Shared Columns (Any Object)

See Workfront’s documentation on shared columns here. Used to share two columns and give the second, shared column a bold label. The following video demon

Basic Shared Column

value=
valueformat=HTML
width=1
sharecol=true

Shared Column w/ Bold Label

value=<strong>Ref: </strong>
valueformat=HTML
sharecol=true
displayname=Details
shared_column

The following video demonstrates how to create shared columns more. Read the post for more information.

Sort by Hidden Column(Any Object)

Sort the records in a view by a field without showing the field name. Replace “name” with the name of the field to sort on in row 3.

width=1
textmode=true
querysort=name
sortType=asc
sortOrder=1
hidden-sort

Set Column Width

Force a minimum column width.

width=100
textmode=true
valueformat=HTML
usewidths=true

usewidths

Display Field as Text (Any Object)

Show a name field as an expression, clickable record, no in-line editing allowed on the native “name” field.

valueexpression=STRING("(Open Issue)")
valuefield=name
linkedname=direct
valueformat=HTML
namekey=name
textmode=true
field-expression

Similarly, if you’re referring to a custom field, you can accomplish it as follows:

valueexpression={DE:Your Custom Field}
valueformat=HTML
textmode=true

Friendly URL (Any Object)

Present links in URL or custom fields in a user-friendly manner.

Issue Report – Native “url” field & Custom “View” Text

valueexpression=IF(ISBLANK({url}),"","View")
linkedname=html(URL)
valueformat=HTML
displayname=URL (Custom Text)
link.url=url
textmode=true
url-issue-custom-text

Project Report – Native URL Field & Custom “View” Text

valueexpression=IF(ISBLANK({URL}),"","View")
linkedname=html(URL)
valueformat=HTML
displayname=URL (Custom Text)
link.url=URL
textmode=true
url-project-custom-text

Issue Report – Custom Field & Custom “Click Here” Text

valueexpression=IF(ISBLANK({DE:IA Template URL}),"","Click Here")
link.url=customDataLabelsAsString(IA Template URL)
textmode=true
valueformat=HTML
displayname=URL in Custom Field (Custom Text)
url-issue-custom-field-custom-text

Entry to Completion Date Variance (Project, Task or Issue Object)

Calculates the weekday difference between the entry date and the actual completion date. The WEEKDAYDIFF function can be adjusted to use WORKMINUTESDIFF or DATEDIFF. The “aggregator” allows an average to be displayed in the grouping of data in a report.

Entry to Complete w/ Average Aggregation

valueexpression=ABS(WEEKDAYDIFF ({entryDate},{actualCompletionDate}))
valuefield=dateVariance
valueformat=HTML
namekey=datevariance
displayname=Date Variance (Entry to Actual Completion Date)
aggregator.namekey=datevariance
aggregator.valueexpression=WEEKDAYDIFF({entryDate},{actualCompletionDate})
aggregator.function=AVG
aggregator.valueformat=HTML
textmode=true
description=Entry to Actual Completion Date
variance-entry-to-complete

Entry to Complete with Sum Aggregation

valueexpression=CONCAT(ROUND(DATEDIFF({actualCompletionDate},{entryDate}),2)," Days")
valuefield=resolutionTime
valueformat=HTML
linkedname=direct
aggregator.displayformat=HTML
aggregator.valueexpression=CONCAT(ROUND(DATEDIFF({actualCompletionDate},{entryDate}),2)," Days")
aggregator.function=SUM
aggregator.valueformat=HTML
namekey=resolutionTime
displayname=Entry to Complete
descriptionkey=resolutiontime.descr
textmode=true
entry-to-complete-sum

Project Age (Project Object)

Show the age of the project in days from entry date to now.

description=Entry to Now
textmode=true
valuefield=dateVariance
namekey=datevariance
valueexpression=CONCAT(ROUND(DATEDIFF($$NOW,{entryDate}),0), " Days")
project-age

Average Week Days to Complete (Issue Object)

Display the weekdays from entry to complete and aggregate the average in the grouping.

valueexpression=WEEKDAYDIFF({entryDate},{actualCompletionDate})
textmode=true
valueformat=HTML
displayname=Average Week Days to Complete
aggregator.valueformat=val
aggregator.valueexpression=WEEKDAYDIFF({entryDate},{actualCompletionDate})
aggregator.function=AVG
average-weekdays-complete

Total Issue and Resolving Project Hours (Issue Object)

Add the hours logged to the issue and the resolving project.

valueexpression=SUM({resolveProject}.{actualWorkRequired}/60,{actualWorkRequired}/60)
textmode=true
valueformat=compound
displayname=Total Issue and Resolving Project Hours
issue-resolving-project-hours-total

Custom Group Name (Project Object)

Customize grouping to include the project owner and the home group of the owner.

grouping.group.0.linkedname=owner
group.0.namekey=view.relatedcolumn
group.0.namekeyargkey.0=owner
group.0.namekeyargkey.1=name
group.0.valueexpression=CONCAT({owner}.{name}," - ",{owner}.{homeGroup})
group.0.valuefield=owner:name
group.0.valueformat=string
custom-grouping-project

Calculated Planned Completion in Group (Project/Task/Issue Object)

Customize grouping by planned completion date and group results according to calculations..

group.0.linkedname=direct
group.0.namekey=plannedCompletionDate
group.0.valueexpression=IF(ABS(DATEDIFF({plannedCompletionDate},$$TODAY)15)&&ABS(DATEDIFF({plannedCompletionDate},$$TODAY)30)&&ABS(DATEDIFF({plannedCompletionDate},$$TODAY)=60),"More than 60 Days"))))
group.0.valueformat=atDateAsMonthString
textmode=true
group-by-calculated-expression

Latest Update (Any Object with Updates)

Display the latest note added along with other details related to the update. Limit the update to the first 139 characters.

displayname=Latest Update
namekey=latest update
textmode=true
valueexpression=IF(LEN({lastNote}.{noteText})>140, CONCAT(SUBSTR({lastNote}.{noteText},0,139),"...(open for more) -- ", {lastNote}.{owner}.{name}," on ", {lastNote}.{entryDate}), IF(LEN({lastNote}.{noteText})>0, CONCAT({lastNote}.{noteText}," -- ", {lastNote}.{owner}.{name}," on ", {lastNote}.{entryDate})))
valueformat=HTML
latest_update

Shortened Description (Any Object)

Show the first 139 characters of the description field.

displayname=Short Description
namekey=description
textmode=true
valueexpression=IF(LEN({description})>140, CONCAT(SUBSTR({description},0,139),"...(open for more) -- "), IF(LEN({description})>0, {description}))
valueformat=HTML
short_desc

Latest Update w/ Icon Hover for Full Update (Any Object)

Show an icon that, when hovered over, will popup the last note. The colors of the icon are determined by the threshold defined in rows 6, 14 and 15 below. If the last note was within the last 5 days, the icon is green. If the note was between 5 and 10 days, it is orange. If it is over 10 days, the icon is red.

Line 22 (image.namevalue=lastNote:noteText) causes the text popup when hovering over the image.

image.case.0.comparison.truetext=/static/img/r15/icons/casebuilder/light_green.gif
image.case.0.comparison.operatortype=date
image.case.0.comparison.operator=gte
image.case.0.comparison.leftmethod=lastNote:entryDate
image.case.0.comparison.lefttext=lastNote:entryDate
image.case.0.comparison.righttext=$$NOW-5d
image.case.0.comparison.icon=true
image.case.1.comparison.icon=true
image.case.1.comparison.leftmethod=lastNote:entryDate
image.case.1.comparison.truetext=/static/img/r15/icons/casebuilder/light_red.gif
image.case.1.comparison.operatortype=date
image.case.1.comparison.operator=lte
image.case.1.comparison.lefttext=lastNote:entryDate
image.case.1.comparison.righttext=$$NOW-10d
image.case.2.comparison.righttext=$$NOW-5d
image.case.2.comparison.operatortype=date
image.case.2.comparison.truetext=/static/img/r15/icons/casebuilder/light_orange.gif
image.case.2.comparison.operator=lte
image.case.2.comparison.leftmethod=lastNote:entryDate
image.case.2.comparison.lefttext=lastNote:entryDate
image.case.2.comparison.icon=true
image.namevalue=lastNote:noteText
valuefield=lastNote:entryDate
valueformat=HTML
displayname=Latest Update
namekey=view.relatedcolumn
textmode=true
namekeyargkey.0=lastNote
namekeyargkey.1=noteText
querysort=lastNote:noteText
shortview=true
latest_update_icons

Filter, View and Grouping Elements in Reports (Report Object)

Used to display the text of filters, views or groupings in reports. Add these to a reports report as a column. Then run the report and use the browser’s search to find reports that contain specific data. This can be used to find reports containing specific values.

Filter

displayname=Filter
textmode=true
valuefield=filter:definition
valueformat=HTML

View

displayname=View
textmode=true
valuefield=view:definition
valueformat=HTML

Grouping

displayname=Grouping
textmode=true
valuefield=groupBy:definition
valueformat=HTML
filter-view-grouping-report

Active Tab – Build Links Direct to Tabs (Any Object)

Build links that take the user directly to the tab as needed. Replace the “&activeTab=” value in row 1 with the appropriate selection from the reference list below for direct links to other tabs. Tabs can be accessed using the following text mode. See Workfront’s help article for more on “Linking Tabs from List and Reports“.

Example Linking to Issue

valueexpression=CONCAT("https://yourdomain.my.workfront.com","/","issue/view?ID=",{ID},"&activeTab[1]=tabs-task-details-forms")
textmode=true
valueformat=HTML
displayname=Link to Custom Form Tab
active_tab

Project

  • &activeTab=content-dashboard__Dashboard-ID-Here (land on a custom dashboard tab)
  • &activeTab=tab-project-updates (land on updates)
  • &activeTab=list-project-documents (land on documents)
  • &activeTab=list-project-hours (land on hours)
  • &activeTab=tab-project-approvals (land on approvals)
  • &activeTab=tab-project-optasks (land on issues)
  • &activeTab=tab-project-tasks (land on tasks)
  • &activeTab=tab-project-details-forms (land on details)
  • &activeTab=form-customdata (land on custom form)
  • &activeTab=list-project-billingrecords (land on billing records)
  • &activeTab=list-project-expenses (land on expenses)
  • &activeTab=tabs-queue-setup (land on queue setup)
  • &activeTab=list-project-risks (land on risks)
  • &activeTab=tab-project-staffing (land on staffing)
  • &activeTab=tab-project-burn-reports (land on utilization)

Task

  • &activeTab=content-dashboard__Dashboard-ID-Here (land on a custom dashboard tab)
  • &activeTab=tab-task-updates (land on updates)
  • &activeTab=list-task-documents (land on documents)
  • &activeTab=list-task-hours (land on hours)
  • &activeTab=tab-task-approvals (land on approvals)
  • &activeTab=tab-task-optasks (land on issues)
  • &activeTab=tab-task-subtasks (land on subtasks)
  • &activeTab=tabs-task-details-forms (land on details)
  • &activeTab=form-customdata (land on custom form)
  • &activeTab=tab-task-expenses (land on expenses)
  • &activeTab=tab-task-predecessors (land on predecessors)

Issue

  • &activeTab=content-dashboard__Dashboard-ID-Here (land on a custom dashboard tab)
  • &activeTab=tab-issue-updates (land on updates)
  • &activeTab=list-issue-documents (land on documents)
  • &activeTab=list-issue-hours (land on hours)
  • &activeTab=tab-issue-approvals (land on approvals)
  • &activeTab=tabs-issue-details-forms (land on details)
  • &activeTab=form-customdata (land on custom form)

Projects Area

  • &activeTab=content-dashboard__Dashboard-ID-Here (land on a custom dashboard tab)
  • &activeTab=list-portfolios (land on portfolios area)
  • &activeTab=content-projects-list (land on project list area)

Reporting Area

  • &activeTab=content-dashboard__Dashboard-ID-Here (land on a custom dashboard tab)
  • &activeTab=content-reports (land on reports area)
  • &activeTab=content-dashboards (land on dashboards area)
  • &activeTab=content-calendars (land on calendars area)
  • &activeTab=content-burn-report (land on utilization area)

People Area

  • &activeTab=content-dashboard__Dashboard-ID-Here (land on a custom dashboard tab)
  • &activeTab=content-teams-list (land on teams)
  • &activeTab=list-people (land on people)
  • &activeTab=content-resource-planning (land on resource planning)
  • &activeTab=content-resource-scheduling (land on resource scheduling)

Requests Area

  • &activeTab=content-dashboard__Dashboard-ID-Here (land on a custom dashboard tab)
  • &activeTab=new-helpRequest (land on new request)
  • &activeTab=tab-all-helpRequests (land on all help requests)
  • &activeTab=tab-my-helpRequests (land on my help requests)

Display Value Only (Any Object)

Display the value of a field without the clickable link or in-line edit capability.

valueexpression={name}
textmode=true
valueformat=HTML
displayname=Name
display-value-only

Converted Issue Details (Task or Project)

Display the original issue name, primary contact and entry date.

Converted Issue Name

textmode=true
valuefield=convertedOpTaskName
linkedname=convertedOpTask
valueformat=HTML
displayname=Original Issue Name

Converted Issue Entry Date

displayname=Original Issue Entry Date
textmode=true
valuefield=convertedOpTaskEntryDate
valueformat=HTML

Converted Issue Owner Name

displayname=Originator Name
textmode=true
valuefield=convertedOpTaskOriginator:name
valueformat=HTML
original-issue

Group by Calculated Value

group.0.displayname=Group Name
group.0.valueexpression=IF({name}="Production","Production","abcd")
group.0.valueformat=HTML
textmode=true
calculated-grouping

System Updates on Notes Report

name=Update Information
textmode=true
valueexpression=IF(!ISBLANK({noteText}),{noteText},CONCAT("SYSTEM UPDATE: ",{auditText}))
valueformat=HTML
system_update_notes

4 thoughts on “Text Mode in Views

  1. This is awesome, Narayan! I noticed that the last text mode is missing… Looks like it got cut off at some point during publication?

  2. Hi 🙂 this is wonderful, thank you! Is there a way to highlight the results if the average days to complete a project are over 500? Make those numbers red or something?

    1. Hi Laura, glad you’re finding it useful. I think what you need to consider is adding a calculated field to your project custom form that calculates the date difference between the project start and complete dates. Once you have this numeric value stored across all completed projects, you can create a project report and use this value in your lists to create aggregated averages in columns. This project report shows an example of an aggregated column, where the Cost (USD) column is finding the sum in the groupings. In your case you would use the Average option. Be sure to keep an eye on the WFPro Community for the latest and greatest WFPro content. –Narayan

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