Grouping: edit the display name in a grouping
You can rename groupings to something more familiar to your users.
For example, when you apply the standard Portfolio Name grouping to a list of projects, the name of the grouping appears as Portfolio: Name: <name of portfolio>
.
You can modify this grouping using text mode to display a name that is easier to read.
Access requirements
You must have the following access to perform the steps in this article:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Edit the display name in a grouping
To change the display name in a project grouping:
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Go to a list of projects.
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From the Grouping drop-down menu, select New Grouping.
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Click Add Grouping, and start typing “Portfolio Name” in the First by: field, then select it when it displays in the list.
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Click Switch to Text Mode.
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Do one of following:
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Add the following code to the existing text available in the Group your Report box:
group.0.displayname=Your Value
Or, in this case:
group.0.displayname=Portfolio
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Remove all the lines in the text mode interface of the grouping that have the word “name” in them, then add the line:
group.0.name=Your Value
Or, in this case:
group.0.name=Portfolio
note tip TIP You can also leave the group.0.name=
and thegroup.0.displayname=
lines blank, in which case the grouping shows the value you are grouping by.
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Click Done, then Save Grouping.
The default name for the grouping is modified according to your text mode information.