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View: display objects that are not included in the standard interface

Last update: Tue Nov 07 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can display in a view objects that are not included in the standard mode interface. You can do this only by referencing them via text mode.
You can determine which fields can be included in a view in either of the following ways:

  • Use the API Explorer to discover other objects that can be referenced via text mode.
    Not all the fields documented in the API Explorer are valid fields for text mode. Some fields are only reportable through the API.

  • Find the object 's ID field in a column. Most objects that have a field ID also have a corresponding column or field name which may not be accessible through the standard mode interface.

    You can use text mode to include in a view the column or field name instead of the ID by replacing the fieldnameID with the fieldname:name.

    For example, in the standard mode interface, the Portfolio Owner ID field is available for a project view, but the Portfolio Owner Name field is not. You can use text mode to display the Portfolio Owner Name in the column of a view.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*
Any
Adobe Workfront license*

Request to modify a view

Plan to modify a report

Access level configurations*

Edit access to Reports, Dashboards, Calendars to modify a report

Edit access to Filters, Views, Groupings to modify a view

NOTE

If you still don’t have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to a report

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Example: add the Portfolio Owner Name column to a project view

  1. Go to a list of projects.

  2. From the View drop-down menu, click New View.

  3. Click Add Column then start typing “Portfolio Owner ID” in the Show in this column field, then select it when it displays in the list.

  4. Click Switch to Text Mode.

  5. Hover over the text mode area, and click Click to edit text.

  6. Replace the valuefield line (valuefield=portfolio:ownerID) with the following line:

    code language-none 
    valuefield=portfolio:owner:name

    Or

    Remove the text you find in the Text Mode box, and replace it with the following code:

    code language-none 
    valuefield=portfolio:owner:name
querysort=portfolio:ownerID
valueformat=HTML
displayname=Portfolio Owner Name
linkedname=portfolio

    In this particular example, the report will sort the report by the Portfolio Owner ID, as indicated by the querysort line.

    note tip
    TIP
    To replace any field ID with the field name using text mode, always replace ID with :name in the valuefield line.

  7. Click Save, then Save View.

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