51黑料不打烊

Transcript

For those of you familiar with creating filters, using standard props in a report can be relatively easy. Like in this report, you may want to see all requests assigned to the creative team that were due to be completed last month. To select the team, you would change the qualifier to equal, type a few characters in the search bar here, select the creative team, we鈥檒l leave the status prompt on any so you can see all statuses, then select last month for the plan completion date, and run the report.

As I said, this might be pretty easy for people who already know how to create filters in reports, but it can be very confusing for other people. You can improve the user experience by using custom prompts. When you do, it can look like this.

You can create titles in clear language. There are no qualifiers to deal with. You can specify just the options you want. Why doesn鈥檛 everyone choose custom prompts for their reports? Well, they are a little more work to set up, but it鈥檚 worth the trouble in many cases. We鈥檒l edit this report so you can see how custom prompts are made. Click edit, then report settings, then report prompts.

Here are the custom prompts we created. They consist of a field name, here we name this choose a team, a label name, here we include a label for each of our options, then there鈥檚 the condition field for each option. This is the tricky part. It鈥檚 written in text mode and it has to be written in a single line. But don鈥檛 panic, I鈥檒l show you a shortcut in creating the condition field.

To do this, we鈥檒l add another custom prompt option by clicking on this button.

We鈥檒l add the digital marketing team to the option list. First we鈥檒l type in the name. Now it鈥檚 time to type in the text mode code in the condition field that will perform the proper filter to see requests where the digital marketing team is one of the teams assigned. How are we going to figure out how to do this in text mode code? Fortunately, there鈥檚 an easy way to do this. You don鈥檛 need to know much about text mode to do it, you just need to know where to find it.

We鈥檒l go to another tab and create another issue report. So we鈥檒l go here, create a new report. We have to create the same type of report that we鈥檙e putting the custom prompts in, which is an issue report.

And now we鈥檙e going to go to the filters, and then create a filter to show all requests where the assignment team鈥檚 ID is equal to the digital marketing team. Now click on switch to text mode. And you鈥檒l find where Workfront has created text mode code for your filter.

Before you copy the text mode, there鈥檚 one more step you can do here. I mentioned earlier that the condition field in the custom prompt can only accept a single line.

We can edit the code here so it will all fit on a single line. Click on edit text mode.

At the end of the first line, we鈥檒l add an ampersand. The ampersand will be interpreted as a new line code in the condition field. Then we鈥檒l forward delete to bring up the second line.

It鈥檚 okay if it wraps here, it only does that for the display. Now we can copy this line and paste it into the condition field in our report. Let鈥檚 add one more. We have the last month and this month for the due date options. We鈥檒l add next month. Click on add prompt option, next month. Now we鈥檙e going to go back here to our temporary report. We鈥檝e got this in our way now, so we鈥檒l just cancel out of it. We have to say switch to standard mode to get back to the standard mode. It鈥檚 warning us that we might lose the work, which we don鈥檛 care about at this point. So we鈥檙e going to say go ahead. Here鈥檚 our previous filter.

We鈥檒l get rid of that and we鈥檒l add one for planned completion date. Choose that and we鈥檒l select next month. Now we switch to text mode again. Edit the text mode. We鈥檝e got three lines to deal with, but that鈥檚 fine. You can put in multiple lines here as long as we add that ampersand.

We鈥檒l select the whole thing, copy it, paste it in the condition field.

Now we鈥檙e done. We add the prompt.

We make sure that we save and close. And here we have it. We鈥檝e got our digital marketing team.

Our statuses haven鈥檛 changed.

And the due date for next month.