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How to Change "ID" to "Name" Value in Reports via Text Mode

Overview

In many types of Reports, due to objects' second-level hierarchy relationship, "Name" value is not displayed.  Instead, Workfront shows only the "ID" of the object. When trying to get the "Name" to display in the view, a Text Mode edit is needed. 

Details

  1. Go to the Report
  2. Add the Column with "ID" value
  3. Switch to Text Mode>Click to edit text
  4. Replace all ID values with ":name" value > Save
  5. Replace valueformat=**** with valueformat=HTML
  6. Optional: set a display name for your column in "displayname=" line
  7. See an example below:

Original: 

valuefield=owner:managerID
querysort=owner:managerID
valueformat=HTML
displayname=
linkedname=owner
namekey=view.relatedcolumn
namekeyargkey.0=owner
namekeyargkey.1=managerID

Replaced:

valuefield=owner:manager:name
querysort=owner:manager:name
valueformat=HTML
displayname= Owner Manager Name
linkedname=owner
namekey=view.relatedcolumn
namekeyargkey.0=owner
namekeyargkey.1=manager:name

 

*Click to enlarge the image

Note:

This article was written in reference to Views in Workfront, not necessarily Groupings. Using these same tips in regards to groupings will usually work, but with one main caveat.  If a grouping is ever modified in text mode, the modification will break the chart views.

This will still work for default Groupings via textmode modification but without Charts applied to the Report. The change is NOT possible for Matrix type Reports.