Designate Multiple Project Sponsors to a Project | Adobe Higher Education
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PavlinPa1
Level 3
January 22, 2020
Question

Designate Multiple Project Sponsors to a Project

Hello Community,

Currently, Workfront allows for designating one project sponsor to a given project.

Does anyone have an idea on how to add/designate multiple Project Sponsors to one project by using the built-in field?

(A custom form would be a solution...)

Any help is greatly appreciated. Thank you! Grazie! Danke! Merci!

Cheers,

+Pavlin

Ce sujet a été fermé aux réponses.

14 commentaires

PavlinPa1
PavlinPa1Auteur
Level 3
January 29, 2020

Hi Tammie,

First, let me share the source where I got some great ideas about column merging; please review this discussion thread here. Once you get there, just scroll up and get to the second entry in the sequence, e.g. 2. RE: merging custom field from 5 different reports into a single column view, by Dagmara Garwell. It's a really great discussion thread.

Second, another way to skin this cat is to look directly in my report/view code for the column called Sponsors (it's a combo of multiple sponsor names and $$USER.ID behind the scenes.)

How to use the attached file?

  1. Create three custom fields (Sponsor 1, Sponsor 2, Sponsor 3) in a custom project form as I described it in my previous discussion entry in this thread.
  2. Add the custom project form to all or some of your projects.
  3. Update an existing project view/report or create a new one by adding a column called Sponsors.
  4. Click update the project view/report. Go to column Sponsors. Click Switch to Text Mode window.
  5. Copy paste my code and it's supposed to work for you.

Hint: If your preference is using Stakeholders vs. Sponsors, feel free to create your fields as Stakeholder 1, ...2, and ...3. Also, make sure that you complete a Find/Replace of my values with your values in the attached file.

Let me know if you need any help after your review.

Cheers,

+Pavlin

July 10, 2020

Question: is a feature like the one requested (ability to select multiple names in typeahead) currently in development?

None of the links in this thread seem to lead anywhere but the forums start page, but from what I understand reading the posts here, none of the solutions will satisfy my needs. I'm working on a request queue for personnel changes which could encompass anything between 1 and n users at a time and providing a set number of fields "Name1" "Name2" seems neither very elegant, nor appropriate for an IT solution in 2020.

Thanks, Moritz

Doug_Den_Hoed__AtAppStore
Community Advisor
Community Advisor
July 10, 2020

Hi Moritz,

As an alternative while you're waiting for a multi-select typeahead custom data user enhancement, consider using the "Assigned To" (which already supports multiple users, and Type-Ahead) as the container for the staffing needs usecase you are trying to model.

With certain conventions in place (e.g. make the person who is responsible for organizing the staffing needs the Primary Assignee at 100% , and add all the people to which the staffing needs pertain as other assignees at 0%), you might be able to satisfy your current business requirements.

Regards,

Doug

July 14, 2020

Thanks for your answer Doug. I'm not sure I expressed myself properly. I'm using a custom form where a requester should be able to select/indicate any number of employees in the system by name. Can the "assigned to" field somehow be pulled into a custom form?

Cheers, Moritz

Doug_Den_Hoed__AtAppStore
Community Advisor
Community Advisor
July 14, 2020

Negative Moritz,

However, instead, what I'm proposing is that you instead use the built in Assigned To field on the request, which would allow the requester should be able to select/indicate any number of employees in the system by name, as you seek.

Regards,

Doug