Create groupings in Adobe Workfront

Last update: Tue May 23 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Reports and Dashboards

CREATED FOR:

User

The results of a report or a list can be organized with a grouping. Groupings categorize information based on a particular piece of information.

You can create a custom grouping from scratch or customize an existing grouping. Follow the steps below to create a grouping from scratch.

Access requirements

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

Adobe Workfront plan*

Any

Adobe Workfront license*

Request or higher

Access level configurations*

Edit access to Filters, Views, Groupings

Edit access to Reports, Dashboards, Calendars to create a grouping in a report

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 to edit a grouping in 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.

Create a grouping

Go to the report or the list where you want to create your custom grouping.
Click the Grouping icon .
Click New Grouping.
The interface builder for creating the grouping launches.
In the Grouping Preview section, click Add Grouping to define how you want information in the report to be organized. A preview of what the grouping looks like in the report is shown below.
Begin typing the name of the field that represents the way that you want to organize information in the report, then click it when it appears in the drop-down list.

(Optional and conditional) When building a grouping in an updated list, select Collapse this grouping by default if you want the results in the grouping to display collapsed rather than expanded. This setting is disabled by default and the results of the grouping always display in the expanded list.

For information about updated and legacy lists, see the section The difference between the updated and the legacy lists in the article Get started with lists in Adobe Workfront.

note tip
TIP
When you manually adjust groupings when viewing a list, Workfront remembers your manual preference until you log out. When you log back in, the list displays according to this setting. The results of a grouping always display expanded after accessing them from a chart element or in a legacy list. In these cases, this setting is ignored.

Repeat Steps 4, 5, and 6 to define additional groupings.
You can define up to three groupings for organizing information. You can further organize your information with up to four groupings by creating a matrix report. For more information on matrix reports, see Create a matrix report.
Click Save Grouping.

Create groupings in Adobe Workfront

Access requirements

Create a grouping

Additional information