Create a new report view based off the 'Report Default' view.

Forum|Forum|7 years ago
April 5, 2018
5 replies
1124 views

Request:

Add the 'Save as New View' button when editing the Report Default view

Benefit:

Users can easily create/test new views without impacting all users by changing the Report Default view

Y

YinMe

New Participant

@william-- Thank you for sharing this solution! It's a life-saver for us! We'd love to see this feature added in Workfront.

William--

New Participant

Got pinged on this thread after Sarah's comment.

This is possible to do, just not possible to do while a report is in Edit mode.

- Create a Reports report (yes, a list of reports in your instance).
- In the Reports report, add the below text mode to a column.
- The text mode generates direct links to the report's view, filter, and grouping settings.
- Clicking on a link will open the report's view (or filter, or grouping) in the View (or Filter, or Grouping) editor.
- From the editor, you can assign a new name and "Save as New view/filter/grouping"
- That view/filter/grouping will then be accessible in any list.
- If you make any changes to the report after saving it the first time, the text mode will probably break unless you replace the two occurrences of "\000A" with "\\000A" each and every time you edit the report.

displayname=FVG Links
textmode=true
valueexpression=CONCAT(IF(ISBLANK({viewID}),"",CONCAT("https://",{customer}.{domain},".my.workfront.com/lists/views/",IF(CONTAINS("ASSGN",{uiObjCode}),"assignment",IF(CONTAINS("BILL",{uiObjCode}),"billingrecord",IF(CONTAINS("BSTSK",{uiObjCode}),"baselinetask",IF(CONTAINS("CMPY",{uiObjCode}),"company",IF(CONTAINS("DOCAPL",{uiObjCode}),"documentapproval",IF(CONTAINS("DOCU",{uiObjCode}),"Document",IF(CONTAINS("DOCV",{uiObjCode}),"documentversion",IF(CONTAINS("EXPNS",{uiObjCode}),"expense",IF(CONTAINS("FINDAT",{uiObjCode}),"financialdata",IF(CONTAINS("FVRITE",{uiObjCode}),"favorite",IF(CONTAINS("JRNLE",{uiObjCode}),"journalentry",IF(CONTAINS("MILE",{uiObjCode}),"milestone",IF(CONTAINS("MPATH",{uiObjCode}),"milestonepath",IF(CONTAINS("OPTASK",{uiObjCode}),"issue",IF(CONTAINS("PARAM",{uiObjCode}),"parameter",IF(CONTAINS("PORT",{uiObjCode}),"portfolio",IF(CONTAINS("PRFAPL",{uiObjCode}),"proofapproval",IF(CONTAINS("PRGM",{uiObjCode}),"program",IF(CONTAINS("PROJ",{uiObjCode}),"project",IF(CONTAINS("PTLSEC",{uiObjCode}),"report",IF(CONTAINS("QUED",{uiObjCode}),"queue",IF(CONTAINS("QUET",{uiObjCode}),"queuetopic",IF(CONTAINS("RESVT",{uiObjCode}),"timeoff",IF(CONTAINS("ROLE",{uiObjCode}),"jobrole",LOWER({uiObjCode}))))))))))))))))))))))))),"/",{viewID})),"\\u000A",IF(ISBLANK({filterID}),"",CONCAT("https://",{customer}.{domain},".my.workfront.com/lists/filters/",IF(CONTAINS("ASSGN",{uiObjCode}),"assignment",IF(CONTAINS("BILL",{uiObjCode}),"billingrecord",IF(CONTAINS("BSTSK",{uiObjCode}),"baselinetask",IF(CONTAINS("CMPY",{uiObjCode}),"company",IF(CONTAINS("DOCAPL",{uiObjCode}),"documentapproval",IF(CONTAINS("DOCU",{uiObjCode}),"Document",IF(CONTAINS("DOCV",{uiObjCode}),"documentversion",IF(CONTAINS("EXPNS",{uiObjCode}),"expense",IF(CONTAINS("FINDAT",{uiObjCode}),"financialdata",IF(CONTAINS("FVRITE",{uiObjCode}),"favorite",IF(CONTAINS("JRNLE",{uiObjCode}),"journalentry",IF(CONTAINS("MILE",{uiObjCode}),"milestone",IF(CONTAINS("MPATH",{uiObjCode}),"milestonepath",IF(CONTAINS("OPTASK",{uiObjCode}),"issue",IF(CONTAINS("PARAM",{uiObjCode}),"parameter",IF(CONTAINS("PORT",{uiObjCode}),"portfolio",IF(CONTAINS("PRFAPL",{uiObjCode}),"proofapproval",IF(CONTAINS("PRGM",{uiObjCode}),"program",IF(CONTAINS("PROJ",{uiObjCode}),"project",IF(CONTAINS("PTLSEC",{uiObjCode}),"report",IF(CONTAINS("QUED",{uiObjCode}),"queue",IF(CONTAINS("QUET",{uiObjCode}),"queuetopic",IF(CONTAINS("RESVT",{uiObjCode}),"timeoff",IF(CONTAINS("ROLE",{uiObjCode}),"jobrole",LOWER({uiObjCode}))))))))))))))))))))))))),"/",{filterID})),"\\u000A",IF(ISBLANK({groupByID}),"",CONCAT("https://",{customer}.{domain},".my.workfront.com/lists/groupings/",IF(CONTAINS("ASSGN",{uiObjCode}),"assignment",IF(CONTAINS("BILL",{uiObjCode}),"billingrecord",IF(CONTAINS("BSTSK",{uiObjCode}),"baselinetask",IF(CONTAINS("CMPY",{uiObjCode}),"company",IF(CONTAINS("DOCAPL",{uiObjCode}),"documentapproval",IF(CONTAINS("DOCU",{uiObjCode}),"Document",IF(CONTAINS("DOCV",{uiObjCode}),"documentversion",IF(CONTAINS("EXPNS",{uiObjCode}),"expense",IF(CONTAINS("FINDAT",{uiObjCode}),"financialdata",IF(CONTAINS("FVRITE",{uiObjCode}),"favorite",IF(CONTAINS("JRNLE",{uiObjCode}),"journalentry",IF(CONTAINS("MILE",{uiObjCode}),"milestone",IF(CONTAINS("MPATH",{uiObjCode}),"milestonepath",IF(CONTAINS("OPTASK",{uiObjCode}),"issue",IF(CONTAINS("PARAM",{uiObjCode}),"parameter",IF(CONTAINS("PORT",{uiObjCode}),"portfolio",IF(CONTAINS("PRFAPL",{uiObjCode}),"proofapproval",IF(CONTAINS("PRGM",{uiObjCode}),"program",IF(CONTAINS("PROJ",{uiObjCode}),"project",IF(CONTAINS("PTLSEC",{uiObjCode}),"report",IF(CONTAINS("QUED",{uiObjCode}),"queue",IF(CONTAINS("QUET",{uiObjCode}),"queuetopic",IF(CONTAINS("RESVT",{uiObjCode}),"timeoff",IF(CONTAINS("ROLE",{uiObjCode}),"jobrole",LOWER({uiObjCode}))))))))))))))))))))))))),"/",{groupByID})))
valueformat=HTML

Your report should look like this:

Good luck!

If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/4rbpr7hf

S

SarahWilkersonCA

New Participant

This functionality is still not yet available. I have a "report default" view and want to use that as a starting point to create a new view. You can duplicate/copy a regular view but not the report's default. It's just bizarre.

R

RodWin

New Participant

And extend the same idea to filters and groupings....

We can modify and "save as new" for all filters, views and groups except the report defaults.

It would be nice to be able to create a named filter/view/grouiping from the defaults as well.