Adobe Workfront

Please add ‘Entered by’ to the list of fields available in a ‘Billing Record’ report.  Being able to audit who entered a ‘Billing Record’ is critical when you’re dealing with finance issues, we were surprised this wasn’t possible already. You can find a thread about this issue here:    

  Hi folks,   NEW (and improved) as of March 5, 2025 3pm Mountain   With thanks to @sven-ix for this thought inspiring post, I am pleased to share this solution to the years-old "detect copy" challenge using a derivative work of my Targeted Auditing technique:   create a custom form (e.g. Project Genealogy, as below) that you will attach it to all Projects of interest; or if you prefer, skip this step and instead repeat the remainders on your existing common Project Custom Form(s) of interest add two calculated parameters ("Project Genealogy" and "Project Original Or Copy", respectively; both Text format) to the custom form save the form (so Workfront "knows" that those parameters now exist) set the NEW Project Genealogy formula as follows (and as below):     IF(ISBLANK({DE:Project Genealogy}) ,CONCAT("Created on ",{entryDate}," (",{referenceNumber},") as '",{name},"' by ",{enteredBy}.{name}) ,IF(CONTAINS(CONCAT(" (",{referenc

Hello We’re doing more global, cross‑regional projects,and as we’re not fully set up for global resourcing yet,  we;re having challenges with schedules and task timings I’m also keen to understand best practice for setting up resource pools when working across multiple regions and time zones.If you’re managing global projects and  resources in Workfront I’d love to hear what works for you

Does anyone have a checklist of the things we need to address before an Admin is deactivated to prevent any disruption? I know calendars will go away with their owners, an reports that run as the user, but is there anything else I may be forgetting. Also, will it effect Fusion scenarios in any way?

Has anyone successfully connected Workfront with Aprimo DAM using Fusion? Our use case is to upload final files from Workfront in the DAM, but we’re running into issues - especially files over 20MB. Would love to pick your brain if you’ve successfully done this integration! 

In the Workfront UI, converting an Issue to a Project establishes a native resolving/resolvable relationship, and the Issue status is automatically driven by the Project status.In Fusion, the Convert object module:Immediately resolves the Issue Removes it from active queue visibility Does not allow control over timing of resolutionUsing Create a record:Allows delayed resolution But does NOT create the native resolving object relationship Prevents automatic status synchronizationRequest:Enhance Fusion to support:Creating a Project from an Issue using a template Establishing the native resolving/resolvable relationship Allowing control over when the Issue is resolved (not forced immediately)This would enable automation scenarios that match the native Workfront UX while preserving queue visibility and lifecycle control.Business impact:Prevents automation of intake workflows Forces manual conversion Creates inconsistency between UI and Fusion behavior

Hi,I’m hoping someone has some ideas for a custom form or report that will help show all assignees on a task when work is done by fellow teammates.  The team isn’t so thrilled with the “work is done button” as it makes it unclear to everyone else assigned (and this will always be different people from the team) who is done and when.  There are also issues that prevent us from duplicating the request for each user to have their own request assigned.   Any ideas on how I can get the assigned users a view on who is doing what?  Right now the only thing I can think of is a freeform field where they can update each other in notes what is going on that would be included in their view/reports.  However, they feel like this would be a lot of work and aren’t fully onboard with it.  Any other ideas I may be missing? Thank you!

Our users would like to be able to select, copy and submit as new an issue directly from a dashboard or a report. We have a popular project report where we have the Converted Issue: Name for the project as a column. Users would like to be able to select that issue and copy it to submit as a new request after modifying some data. 

A big round of applause to Kat Shondeck, Project Manager, Office of Entrepreneurship and Commercialization, Penn State, for giving us a peek into how she’s built out Workfront for multiple teams and manages it all solo!  If you weren’t able to attend live, or want to revisit the session, you can access everything below.Session SummaryKat shared her experience as the sole Workfront administrator at Penn State's Office of Entrepreneurship and Commercialization, describing how she transformed Workfront into a multi-purpose operational engine to support over 50 people with limited licenses and diverse needs. She demo’d:How she streamlined financial requests and approvals Their strategic planning process and year-to-year reporting A system for tracking room rentals and payments, including a color-coded calendar Session MaterialsSlide Deck PDF (Kat’s notes are included as comments – you may need to download the file to see them) Webinar Recording  Additional ResourcesLearn more about the Mic

Hi!I am using the cookbook’s “My People's Work Universal Dashboard” and trying to recreate Project Open Projects.workfront-customer-reporting-cookbook.pdfI created the Manager Hierarchy form and calculated field. I then created a project report and placed this text into the filter, with the only change being the field name. DE:owner:X Manager Hierarchy=$$USER.nameDE:owner:X Manager Hierarchy_Mod=cicontainsOR:1:ownerID=$$USER.IDOR:1:ownerID_Mod=inOR:1:statusEquatesWith=CUR PLN ONHOR:1:statusEquatesWith_Mod=instatusEquatesWith=CUR PLN ONHstatusEquatesWith_Mod=in I am trying to pull a list of all projects of all users the director manages, regardless if the user owns the project or not. They can just be on the project (not just own it).  However, the report is blank when I view it as a director. Any thoughts or fixes?

This morning, I did a proof of concept of "Targeted Auditing" and would like to share it with the Community. I thought of the idea years ago but never made time for until my unsatisfying response to this thread twigged my memory. As below, my example records the changes to a particular "Target" custom text parameter in its "Target History" custom calculated parameter counter part...and to my delight, actually works! The formula turned out to be why-didn't-I-try-this-sooner? simple: LEFT(IF(LEFT(Target History,LEN(IF(ISBLANK({Target}),"-",{Target})))={Target},Target History,CONCAT(IF(ISBLANK({Target}),"-",{Target})," (",$$NOW,") | ",{Target History})),2000) And does the following: - limits the Target History to the most recent 2000 characters (staying within the Workfront database limit)- checks if the current Target value (treating it as "-" if it is blank) matches the front of the Target History value- if they match, leaves the Target History "as is"- if they don't match, replaces the

We have 2 projects, using the same template, same project sharing accesses. In the template we have 2 tasks; Task 1 is assigned to Team A and one person (also in Team A) and Task 2 is assigned to Team B and one person (also in Team B).In the first project, Team A assignments show up in Team Requests on the Home Page and also in the user’s My Tasks - this is great.The issue is in the second project, both Team A and Team B’s task assignments do not show up in Team Requests, but they do appear for the named assignees on their respective tasks in My Tasks.Can anyone tell me why the tasks are no longer showing in Team Requests? What am I overlooking?

Hello! We have been modeling complex email strategy in Planning with deep connected-record hierarchies (Channel Brief → Versions → Modules → Flex Creative). The architecture works, but end users can't see a parent record alongside all of its connected records on a single page — every connection opens in a new window, which breaks down fast when a tactical brief spans 10+ related record which is not a great user experience.We've gotten the Planning AI Assistant to summarize a record + its connections ~95% of the way there, but there's no PDF export and no way to surface that consolidated view in WF Workflow for the creative, production, and dev teams who need the full tactical brief.Does anyone have any solves or know if consolidated record visualization is on the Planning roadmap? 

When I go into a task and try to view all available custom forms in the drop-down box, I can only see three random ones even though we have many more than that available to select from. I tried logging out/in and have manage access to the project. 

Of course, after everyone reviews, it is realized someone was forgotten and we can’t edit the workflows!!  Would love the ability to be able to.

I have been trouble shooting and researching with no luck. Hopefully one of you can help.  I’m trying to create advanced mode logic for a form with many involved fields. An easy example is:Custom form question “How many segments do you need?” with dropdown answers of 1,2,3,4,…I’m trying to add logic, so that if someone selects 4 segments, the form will show sections 1,2,3 and 4.I’ve tried many variations of the below. Now from what I’ve found it seems like maybe I can’t use OR statements in the advanced logic.IF({DE:How many segments do you need?}="1" OR {DE:How many segments do you need?}="2" OR {DE:How many segments do you need?}="3" OR {DE:How many segments do you need?}="4"Anyone?

Hi all, working on making a connection between Workfront Core (Sandbox instance) and Workfront Proof. I'm trying to set up the connection module in Fusion, but I'm consistently getting a Request Timeout error when I attempt to authenticate.I've double-checked the credentials and endpoints, and everything seems to be configured correctly from my end. I've attached a screenshot for reference in case it helps identify the issue. 

When there are more than one users on a task and they have completed ‘done with my part’ it still shows up in the workload balancer that they have that task. Is there a way that that task shows complete on their workload balancer?

Hi, does anybody have the same issue, when adding new users to Workfront, they are supposed to receive an email to activate their account, but they don’t - I have verified with multiple new users. Is there something extra I need to set-up ?Only after adding the users and going to the Send Update to User - the user will receive a message.thanks,Bianca

Hi all! I’ve looked over a variety of threads for this, but come up blank.In a Project Report, this will successfully pull a link to the Project Details tab of any project listed:displayname=Project Detailsvalueexpression=CONCAT("https://experience.adobe.com/#/@COMPANY/so:COMPANY-Production/workfront/project/",{ID},"/overview")valueformat=HTML The issue is that I cannot seem to shorten this CONCAT link to hyperlinked text in the way I’d be able to with a default URL field or a custom field. Examples of each:System Field URL:displayname=URLlink.url=URLvalueexpression=IF(ISBLANK({URL}),"","🔗")valueformat=HTMLCustom Field URL:displayname=Dropboxlink.url=customDataLabelsAsString(Dropbox link)valueexpression=IF(ISBLANK({DE:Dropbox link}),"","🔗")valueformat=HTML I’ve tried a bunch of combos of all of the code above, but nothing is working. I’m not allowed to create custom fields, so I need a text mode only solution. ——— Hoping to carry the same solution over to a Document View as well, to